Preparing for Green Bond Issuance - A Manual for Financial Institutions in Latin America and the Caribbean

This guidance document provides a detailed step-by-step approach on how financial institutions in Latin America and the Caribbean (LAC) can prepare for a successful green bond issuance. It addresses a range of challenges that FIs must navigate, including identifying a green portfolio, defining eligibility criteria aligned with sustainable finance taxonomies, developing robust indicators that encompass both output and outcome metrics, establishing a portfolio selection and evaluation process, defining the management of proceeds, and establishing a reporting process. In addition, this resource provides real-life case studies and examples of best practices from financial institutions that have successfully placed green bonds in LAC. These case studies provide valuable insights into how eligibility criteria were established, which indicators were utilized, and showcase tangible examples of projects that met these standards.