Navigating the Transition Label: Aligning with ICMA and LMA Guidelines
Unveiling how Moody’s SPO Assessment Framework assesses labelled transition bonds and loans
APAC Edition
Join us for an insightful webinar where we explore the applicability of our Second Party Opinion (SPO) Assessment Framework to assess the alignment with ICMA’s Transition Bond Guidelines and LMA’s Guide to Transition Loans. Discover how our approach seamlessly integrates the additional criteria and safeguards put forward by the guidelines, ensuring robust evaluation of transition strategies and project eligibility.
Discussion topics:
- Overview of ICMA and LMA Transition Guidelines
- Applicability of the SPO Assessment Framework to Transition Bonds and Loans
- Deep dive into our approach to assess the entity level transition strategy
- Case studies to present how we assess the contribution to sustainability of Climate Transition projects
Speakers
Adriana Cruz Felix
Senior Vice President - Sustainable Finance, Head of Assessments, EMEA
Moody’s Ratings
Jeffrey Lee
Senior Vice President - Sustainable Finance, Head of Assessments, APAC
Moody’s Ratings
Jing Li Yim
Assistant Vice President, Sustainable Finance Assessments
Moody's Ratings
Tom Collet
Sustainable Finance Analyst
Moody’s Ratings
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Adriana Cruz Felix, Senior Vice President of Sustainable Finance. Adriana heads Moody’s Ratings sustainable finance analytical team for the EMEA region. This team is responsible for producing second-party opinions and net-zero assessments.
For more than a decade, Adriana has been engaged in the sustainable development sector, dedicating the last seven years to analyzing the potential environmental and social benefits of financial instruments. She is one of the main authors of Moody’s Ratings SPO assessment framework and serves as the Chair of Moody’s Ratings Sustainable Finance Analytical Council. Additionally, she actively participates in ICMA’s sustainable finance working groups and task forces. Her sectors of expertise are energy and transition, green buildings, biodiversity, and social projects.
Jeffrey Lee is the Senior Vice President-Sustainable Finance and Head of Assessments for APAC with Moody’s Ratings. He is based in Singapore. In this role, Jeffrey oversees analytical teams in Hong Kong SAR (HK), Singapore and Tokyo, who are in charge of producing assessments on the credentials of sustainable debt instruments and financing frameworks (Second Party Opinions) and the strength of entities’ carbon transition plans (Net Zero Assessments). Jeffrey also supervises publication of thought leadership research related to sustainable finance market, such as sustainable finance outlooks and thematic reports on transition finance.
Jeffrey regularly participates as a speaker at high profile external conferences, roundtables, and media engagements. He represents Moody’s on various industry working groups and associations, including the International Capital Market Association’s Green and Social Bond Principles advisory council and the Singapore Sustainable Finance Association.
Before his current capacity, Jeffrey was a senior credit rating analyst for the Financial Institutions Group (FIG) at Moody’s Ratings, where he was a lead analyst for assigning credit rating for banks and non-bank financial institutions in the ASEAN and India. Prior to that, he was a regional manager and led a team of associates providing credit rating support for the FIG in APAC. He joined Moody’s in 2013 as an associate covering Korean financial institutions.
Before joining Moody’s Jeffrey worked at Morgan Stanley’s Institutional Equity Division in South Korea, covering a portfolio of Korean clients. Jeffrey holds a BSc in Economics from Korea University.
Jing Li is an AVP with Moody's Sustainable Finance team, based in Singapore. She has produced Second Party Opinions for green, social, sustainability and sustainability-linked frameworks for clients across various sectors, including financial services, real estate and energy. She has also supported the development of supplementary opinions for Moody’s SPOs on regional taxonomies and standards, such as the Singapore-Asia Taxonomy, Australian Taxonomy and Hong Kong Taxonomy.
Prior to joining the Sustainable Finance team, Jing Li was with the Sovereign Risk Group, where she supported the coverage of credit ratings of a portfolio of sovereigns, multilateral development banks and sub-sovereign entities in Asia Pacific. Before joining Moody's, Jing Li worked at an infrastructure indices provider, where she led a team of analysts covering infrastructure projects and markets across Europe and Asia Pacific. She also has prior experience in audit and accounting, covering firms in several sectors including energy, real estate and technology.
Jing Li holds a Bachelor of Commerce (Accounting and Finance) from the University of Queensland and is a CPA.
Tom has been working in the field of Sustainable Development for five years. He is an experienced analyst who has been involved in 100+ green, social, sustainable and sustainability-linked Second Party Opinion (SPOs) and net-zero assessments, with a particular focus on the energy sector and the decarbonization of hard-to-abate industries. Tom worked in Moody’s research department as an analyst in the Energy & Utilities sector.
Tom holds a Master’s degree in Corporate Finance specialised in the green bond market from Neoma Business School, and a Master’s degree in Economics in Université Grenobles Alpes where he wrote his master’s thesis about the economics of the French future electric system. He also has been giving lectures about Sustainable Finance and helped build the bachelor on transitions at ESSEC business School for three years.