Sustainability Portfolio Analytics Services
The Sustainability Portfolio Assessment Service combines our extensive sustainability datasets and multi-asset class portfolio analytics with hands on support from our experienced analysts to deliver cutting-edge analytics tailored to your needs.
We cover Listed Equity, Corporate & Sovereign Fixed Income, Private Equity & Business Loans, and Mortgages & Commercial Real Estate in line with frameworks such as TCFD.
Climate & Environmental Analytics
- Carbon Footprint: Calculate your carbon footprint and intensity alongside their key sector and company drivers
- Environmental: Quantify your environmental impact across 6 KPIs (e.g., Water)
- Stranded Assets & Energy Transition: Assess the risks from emissions embedded in fossil fuel reserves and your energy mix
Scenario Analysis & Stress Testing
- Paris Alignment: Assess your alignment with the goal to limit global warming to well below 2C
- Carbon Earnings at Risk: Explore the impact of potential climate policy action through future carbon pricing scenarios
- Physical Risk: Quantify your risk exposure and potential financial impact of 8 hazard types (e.g. Flooding) against 4 IPCC scenarios out to 2090
Regulatory & Impact
- EU Taxonomy: Calculate your Taxonomy eligible and aligned revenues
- SFDR: Understand your Principal Adverse Impact (PAI) Indicators
- Green Bonds: Assess the potential positive impact of your green labelled bonds
- ESG Scores: Analyse your ESG performance and its key drivers
You will be supported by a dedicated project team who will manage the full engagement and present a data-rich report to you during a workshop with your key stakeholders alongside a data file containing the underlying data used to generate the results.
Service Provider Information
Key Information
Use Cases
- Calculate your portfolio’s carbon and environmental performance to establish a baseline and track progress
- Perform scenario analysis to understand your alignment with the Paris Agreement and to explore the implications of future carbon prices and physical risks for your portfolio in line with TCFD recommendations
- Quantify the potential positive impact and avoided emissions of your Green Bond portfolio including detailed use of proceeds breakdowns
- Report in line with regulatory reporting requirements including the EU Taxonomy and Sustainable Finance Disclosure Regulation (SFDR)
Benefits
- Access our multi-asset class portfolio analytics methodologies developed over 15 years of developing and delivering cutting edge sustainability analytics insights
- Leverage our wide-ranging sustainability datasets that cover over 20,000 companies, 600,000 fixed income and green bond issuances and 170 countries sovereign bonds in an accessible way
- Benefit from a dedicated project team who will manage the end-to-end engagement covering data collection, processing, analysis and Q&A and present the results to you
- Receive a data file that contains the underlying company level data used to generate the report to provide transparency into how the analysis was performed