
Bondholder engagement toolkit
Concrete ways bondholders can influence issuers on climate and nature, from calling bondholder meetings to using index rules and timing engagement around refinancing windows.
Practical tools, analytics and guidance for fixed income professionals focused on the opportunities and risks created by the climate and nature transition.

Concrete ways bondholders can influence issuers on climate and nature, from calling bondholder meetings to using index rules and timing engagement around refinancing windows.

A practical guide to how deforestation is reshaping fixed income, with case studies on identifying exposure, pricing risk and integrating nature into sovereign and corporate debt portfolios.

Track banks' syndication fees from fossil fuel versus green bond and loan issuance, and use the data in counterparty selection to reward banks that support transition alignment.

A portfolio strategy and analytics system that scores the climate transition risk of credit portfolios and benchmarks them against AFII's model portfolios.

An issuance heatmap combining fundamentals, market pricing and AI-driven news analysis to flag which high-emitting companies may come to market next, so investors can time engagement.

A practical reference to the sustainability-linked bond market, featuring a first-of-its-kind pricing model and over 40 case studies from both issuer and investor perspectives.

Quantify the present value of coupon step-ups and step-downs in sustainability-linked bonds, and test how different structures and KPI outcome probabilities affect price and spread.