Climetrics enables fund investors to integrate climate change into their investment decisions.
Climetrics - The Climate Rating for Funds
Investors are increasingly concerned about the link between climate change and their investments.
By publishing free-to-search ratings, Climetrics 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 more climate-resilient funds. This can motivate companies around the world to improve how they manage material environmental risks and opportunities.
Ultimately, this may result in fewer climate-related risks and more opportunities for investors as the economy transitions to a low carbon, sustainable model.
How can Climetrics help you?
Climetrics
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 data feeds to complement your fund data offering and better respond to growing market needs for sustainable investment solutions.
ESG professionals
Use Climetrics 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 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, Climetrics 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 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.
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.
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.Climetrics 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.
Download the full Climetrics methodology
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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.*
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.
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.
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.
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.
Interested in learning more about Climetrics? Contact our team now.
