Climetrics - The Climate Rating for Funds
Research shows that climate change could pose severe risks, not only for our society and ecosystems, but also our investments and retirement. As the return for pensions and savings are projected to be lower in a world affected by climate change, the topic is a growing concern for investors.
With free-to-search ratings, Climetrics enables any fund investor to compare and understand their climate risks and opportunities, and take meaningful action on climate change.
Climetrics is the first climate rating that provides a holistic assessment of a fund’s climate-related risks and opportunities. It offers investors a simple 1-5 leaf rating to help them understand their exposure to climate risks.
How can Climetrics help you?
Climetrics offers asset managers, institutional investors, fund platforms, financial advisors and banks an easy way to respond to growing demand for climate information alongside investments.
Rating license
A Climetrics license allows asset managers to showcase the climate rating of an fund to clients, utilizing it to target investors that consider climate risks in their investment decisions. Licenses include free portfolio reports.
Portfolio report
A Climetrics portfolio report provides an in-depth analysis of a fund’s Climetrics rating result.
Application Program Interface (API)
The Climetrics Application Program Interface (API) enables fund platform providers, banks and financial advisors to automatically feed the fund rating into internal or external systems.
Advisory services
The Climetrics team can provide fund managers with critical insight about their funds’ Climetrics ratings and the steps they would need to take to improve their funds’ ratings.
Index and investment products
The Climetrics team can support fund managers and index providers with the development of innovative index and investment products based on Climetrics’ fund rating data.
Dataset
The Climetrics dataset can be applied to bespoke scenarios.
Climetrics' simple 1-5 rating lets any investor find funds that are well-positioned in the transition to a low carbon economyNico Fettes, Head of Climetrics
What is the methodology behind Climetrics?
Climetrics measures the climate risks and opportunities of a fund against all other funds in its sample. The scoring system is based on three quantitative layers of analysis: each fund's portfolio holdings, its investment policy, and the asset manager's governance. This results in an overall climate score for each fund, which is compared to all funds in the coverage and then assigned a final 1-5 leaf rating, with five being the best. Climetrics independently rates any fund for sale in Europe with a minimum size of €150 million for equity funds, given that at least 60% of the portfolio’s assets under management have Climetrics company scores and full holding information is not older than 12 months. 5-leaf rated funds must adhere to strict threshold criteria.
A top Climetrics rating (4 or 5-leaf rating) indicates that, on average, the companies in a fund‘s portfolio are more carbon efficient, better at publicly disclosing and managing climate-related risks and opportunities, and more likely to use key technologies supporting the energy transition.
Climetrics uses market-leading company data from CDP and ISS-ESG, but also draws on additional data sources. Its methodology is fully transparent, and independently delivers up-to-date ratings for any fund in the available universe.
Search all Climetrics ratings
All Climetrics ratings for over 12,000 funds are public and may be searched free of charge. The universe of funds is provided by yourSRI.*
* All ratings as of October 2019
