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?

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, Climetrics 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 Climetrics 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.

The Climetrics 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.

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

Download the full Climetrics methodology

Please enter your details below to receive the full methodology as a PDF.

Search all Climetrics ratings

All Climetrics ratings for over 15,000 funds are public and may be searched free of charge. The universe of funds is provided by yourSRI.*

Search by fund name, keyword or click on a column to sort

* All ratings as of December 2019

Please take a note of our rating provisions and the terms and conditions for using this site.

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.

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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.

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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.

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

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