The Climetrics rating lets investors find funds that support the transition to a low-carbon economy.

Investors are increasingly concerned about the link between climate change and their investments.

By publishing free-to-search ratings, the Climetrics rating enables all investors to make well informed decisions; finding funds that invest in companies better at managing material issues related to climate change, water security and deforestation.

Climetrics provides the transparency needed to move capital towards funds which better support the low carbon transition. This can motivate companies to improve how they manage material climate issues.

Ultimately, this may result in fewer climate-related risks and more opportunities for investors.

Climetrics rates nearly 20,000 funds every month representing €16.8 trillion, around 32% of the total assets of the global investment fund industry.

How can the Climetrics rating help you?

The Climetrics rating offers asset managers, asset owners, financial advisors and fund platforms effective ways to respond to the growing demand for climate and environmental information alongside investments.

Asset managers
Use the Climetrics rating license to promote your fund’s climate performance and catalyze growth in climate-conscious fund products

Financial advisors & platforms
Use bespoke Climetrics rating data feeds to complement your fund data offering and better respond to growing market needs for sustainable investment solutions.

ESG professionals
Use the Climetrics rating company level scores for over 5,500 corporate issuers to integrate climate-related risks and opportunities into security analysis and portfolio screenings.

Asset owners
Use the customised Climetrics rating portfolio screening service to gain insights into key climate-related engagement priorities across your portfolio.

Our clients want to understand the link between climate change and their investments. With CDP’s high-quality data behind it, the Climetrics rating allows us to provide trusted ratings which help them to make climate-friendly investment decisions

Olof Neiglick, Head of Equities, Swedbank

What is the methodology behind the Climetrics rating?

The scoring system is based on three quantitative layers of analysis. These are each fund's portfolio holdings, its investment policy, and the asset manager’s governance of climate issues. This results in an overall score for each fund, which is compared to all scored funds and then assigned a final 1-5 leaf rating.

At the portfolio holdings level, the Climetrics rating uses a bespoke methodology to score companies’ performance. This is done across three interrelated themes: reducing GHG emissions, managing water resources and tackling deforestation.

A top rating indicates that, on average, the companies in a fund‘s portfolio are better at disclosing and managing material climate, water and deforestation issues, compared to those in lower rated funds. Top-rated funds better support the low-carbon transition.

This methodology is strongly aligned with the TCFD recommendations. It integrates TCFD-aligned CDP scores for companies in its evaluation of portfolio holdings, and tracks asset managers’ TCFD-based reporting through the PRI reporting framework.

Asset managers do not need to apply to receive a rating. Climetrics independently rates any available fund in the available universe, providing that at least 60% of the portfolio’s assets under management have Climetrics company level scores.

The Climetrics rating uses market-leading company data from CDP and ISS-ESG. It also draws from additional data sources, such as from the Science Based Targets initiative and RE100.

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* All ratings as of November 2020

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MONTHLY INSIGHT - NOVEMBER 2020

Climate-friendly funds should be run by asset managers with strong climate governance. In fact, some types of investor action can ultimately have a bigger real-world impact than reallocating capital away from high carbon assets.

MONTHLY INSIGHT - May 2020

With the COVID-19 pandemic fuelling a slump in oil prices, funds may at some point start reallocating to the energy sector in the expectation that the world economy goes back to business as usual.

MONTHLY INSIGHT - June 2020

This month Climetrics Insights looks at the role of the carbon footprint of an investment fund in climate risk analysis. Whilst it may be an intuitive metric, the portfolio carbon footprint does not do justice to the complexity of a holistic climate assessment of a fund.

MONTHLY INSIGHT - September 2020

In 2019, the reported value at risk from water issues was between USD 188 and 425 billion. With its inclusion of CDP water security scores, Climetrics addresses a key issue of climate change resilience and aims to drive stronger water action among global companies.

ISS ESG is the responsible investment arm of Institutional Shareholder Services Inc., the world’s leading provider of environmental, social, and governance solutions for asset owners, asset managers, hedge funds, and asset servicing providers. With more than 30 years of corporate governance expertise and 25 years of providing in-depth responsible investment research and analytics, ISS ESG has the unique understanding of the requirements of institutional investors. With its comprehensive offering of solutions, ISS ESG enables investors to develop and integrate responsible investing policies and practices, engage on responsible investment issues, and monitor portfolio company practices through screening solutions. It also provides climate data, analytics, and advisory services to help financial market participants understand, measure, and act on climate-related risks across all asset classes. In addition, ISS ESG delivers corporate and country ESG research and ratings enabling its clients to identify material social and environmental risks and opportunities. Along with these robust ESG offerings, the unit provides institutions with an established standard in measuring, analyzing, projecting, valuing, and discounting a firm’s underlying economic profit.

Website

yourSRI, a brand of CSSP AG in Liechtenstein, is a leading database and research engine in the field of responsible investing. The database is a “one stop-solution” for financial andextra-financial information and provides a wide range of search, comparison, assessment and screening as well as reporting functions. Together with its partners (Thomson Reuters, MSCI ESG Research and ISS-Ethix) it provides nextgeneration transparency tools for multi-dimensional risk assessments at the investment level.

Website

Climate-KIC is the EU’s largest public private partnership addressing climate change through innovation to build a zero-carbon economy. They addressclimate change across four priority themes: urban areas, land use, production systems, climate metrics and finance. Education is at the heart of these themes to inspire and empower the next generation of climate leaders. Climate-KICruns programmes for students, start-ups and innovators across Europe via centres in major cities, convening a community of the best people and organisations. Their approach starts with improving the way people live in cities.A focus on industry creates the products required for a better living environment, and the organisation looks to optimise land use to produce the food people need. Climate-KIC is supported by the European Institute of Innovation and Technology (EIT), a body of the European Union.

Website

Frankfurt School of Finance & Management is a research-led business school, accredited by EQUIS, AACSB International and AMBA, with focus on financial, economic and management subjects. Frankfurt School offers a variety of educational programmes, including e.g. Bachelor and Master Degrees, various MBAs, doctoral programmes and executive education.As part of Frankfurt School, the FS-UNEP Collaborating Centre for Climate & Sustainable Energy Finance developed the e-learning course “Certified Expert of Sustainable Finance” (CESFi). The Centre’s vision is to advance transformation to resilient low-carbon and resource-efficient economies by catalysing the financing of a sustainable development by the private sector. CESFi aims to introduce financial professionals to sustainable finance by addressing e.g. sustainable financial products, investment strategies, ESG data, ratings and scenario analysis. For more information, please visit: https://www.frankfurt-school.de/home/international-advisory-services/fsdf-e-campus/expert-sustainable-finance.

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Disclaimer

“For transparency and to avoid confusion, please note that the trade mark is owned and used by CDP Europe - Services GmbH for the climate impact rating for investment funds in the European Union.

The registered trade mark CLIMETRICS® is owned by Stephen Parry and used by Service Climate Management Ltd, trading as Lloyd Parry International, for the diagnosis of Organisational Work-Climates and performance rating.

Neither CDP Europe - Services GmbH nor CDP Worldwide has any relation whatsoever to Service Climate Management Ltd. trading as Lloyd Parry International.

Interested in learning more about the Climetrics rating? Contact our team now.

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