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2021 Equator Principles Report
Scope
This document has been prepared to meet JPMorgan Chase & Co.’s (the “Firm”) reporting obligations under the Equator Principles (EP).
The reporting period covered is the calendar year 2021.
Data Reporting1
Project Finance Advisory Services Data
No Project Finance Advisory Services transactions were mandated during the reporting period.
Project-Related Refinance
No Project-Related Refinance transactions reached financial close during the reporting period since changes to EP that came into effect in October 2020 (EP4).
Project-Related Acquisition Finance
No Project-Related Acquisition Finance transactions reached financial close during the reporting period under EP4.
Project Finance Data
A summary of Project Finance transactions that reached financial close during the reporting period is presented below:
Project-Related Corporate Loans Data
A summary of Project-Related Corporate Loan transactions that reached financial close during the reporting period is presented below:
Category5 |
Sector |
Region |
Country |
Independent |
Total |
|---|---|---|---|---|---|
A |
Power Generation (Renewables) |
EMEA |
Non Designated |
Yes |
1 |
A |
Infrastructure (Transport) |
EMEA |
Non Designated |
Yes |
1 |
A |
Infrastructure (Transport) |
EMEA |
Non Designated |
Yes |
1 |
A |
Infrastructure (Ports and Harbours) |
Americas (LATAM) |
Non Designated |
Yes |
1 |
A |
Infrastructure (Water Utility) |
Americas (LATAM) |
Non Designated |
Yes |
1 |
A |
Infrastructure (Pulp and Paper) |
Americas (LATAM) |
Non Designated |
Yes |
1 |
B |
Power Infrastructure |
EMEA |
Non Designated |
Yes |
1 |
C |
Manufacturing |
Americas (NA) |
Designated |
No |
1 |
C |
Manufacturing |
Americas (NA) |
Designated |
No |
1 |
|
9 |
||||
Implementation Reporting
For calendar year 2021, our due diligence efforts were coordinated by a dedicated environmental and social risk management group (GESRM), which reported directly into the Firmwide Risk Executive for Reputation Risk. In cases where significant issues were identified, EP transactions may be escalated to one of the Firm’s Reputation Risk Committees. Lines of Businesses were responsible for referring relevant EP transactions to GESRM for consideration and review, and working with GESRM to fulfil EP obligations.
Additional Resources
2020 Equator Principles Report
2019 Equator Principles Report
2018 Equator Principles Report
2017 Equator Principles Report
2016 Equator Principles Report
2015 Equator Principles Report
2014 Equator Principles Report
1.All definitions are referenced directly from The EP wording and Exhibit I: Glossary of Terms.
2.The category is based on the magnitude of the Project’s potential environmental and social risks and impacts. Such screening is based on the environmental and social categorization process of the International Finance Corporation.
3.Designated Countries are those countries deemed to have robust environmental and social governance, legislation systems and institutional capacity designed to protect their people and the natural environment. The list of Designated Countries can be found on the EP Association website.
4. Independent Review is a review of the Assessment Documentation including the Environmental and Social Management Plans, Environmental and Social Management System and Stakeholder Engagement process documentation carried out by an Independent Environmental and Social Consultant.
5.The category is based on the magnitude of the Project’s potential environmental and social risks and impacts. Such screening is based on the environmental and social categorization process of the International Finance Corporation.
6.Designated Countries are those countries deemed to have robust environmental and social governance, legislation systems and institutional capacity designed to protect their people and the natural environment. The list of Designated Countries can be found on the EP Association website.
7.Independent Review is a review of the Assessment Documentation including the Environmental and Social Management Plans, Environmental and Social Management System and Stakeholder Engagement process documentation carried out by an Independent Environmental and Social Consultant.