ENGAGE Templates Now Accessible to Lending Institutions Across Europe


ENGAGE for ESG Activation Investments (ENGAGE for ESG) is proud to announce the first version of the ENGAGE Templates is now available to lending institutions across Europe.

The ENGAGE Templates 1.0 contain data elements allowing users to disclose the alignment of mortgages with the EU Taxonomy requirements in line with the Substantial Contribution Criteria of the Climate Delegated Act for the economic activities of construction, acquisition, and ownership of real estate.

To receive the ENGAGE Templates, lending institutions are required to complete a simple access request form available via the ENGAGE for ESG website. Once the request is processed, the applicant will receive the Templates and supporting documentation via email.

The accessibility of the templates will enable market participants to become familiar with the standards proposed by the ENGAGE for ESG initiative, as well as foster the discussion around climate-related disclosures and transparency in sustainable finance.

The Consortium encourages lending institutions receiving the ENGAGE Templates to liaise with the ENGAGE for ESG Coordination Team by emailing engage4esg@eurodw.eu for further insights on the templates.

In the coming months, the Consortium plans to expand this version of the ENGAGE Templates, adding new economic activities (building renovation) and Technical Screening Criteria (Do No Significant Harm).

The accessibility of the ENGAGE Templates marks a key milestone in the dissemination programme of the results generated by the ENGAGE for ESG initiative and will be followed by the launch of the ENGAGE Portal later in 2024 and the operationalisation of the templates through the dedicated infrastructure.

Interested European lending institutions are invited to register for a webinar on 14 December 2023 at 11:00 CET during which the ENGAGE Templates will be presented to the public for the first time. Click below to register.



Media Contact:

Carla Scarsella
Tel. +49 (0) 69 50986 9320
Email: engage4esg@eurodw.eu


ENGAGE is funded by the European Climate, Infrastructure and Environment Executive Agency (CINEA) under the LIFE programme and led by European DataWarehouse (EDW). The consortium also includes Hypoport BV, Università Ca’ Foscari Venezia, Woonnu B.V., Unión de Créditos Inmobiliarios S.A. Establecimiento Financiero de Crédito and Dexai-Etica Artificiale.

Project Background

Attracting private investments and stimulating green loan financing is crucial for the EU mission of achieving a zero-emission building stock by 2050. ENGAGE aims to provide a solution for a single data disclosure format for mortgage and home renovation loans, encompassing the most relevant European ESG regulations such as the EU Taxonomy, EU GBS and EPBD with the purpose of helping banks, regulators, and investors meet their respective needs in the context of the EU sustainable finance roadmap.

DISCLAIMER: Co-funded by the European Union. Views and opinions expressed are however those of the author(s) only and do not necessarily reflect those of the European Union or CINEA. Neither the European Union nor the granting authority can be held responsible for them.