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.
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.
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.
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.
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 decisionsOlof Neiglick, Head of Equities, Swedbank
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, including CDP temperature ratings, and ISS-ESG.
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The Climetrics rating (1-5) reflects a fund’s performance against all other funds in the available universe.1 A leaf rating of 5 is the best.
The peer group rank (1-4) shows how the fund compares against funds in the same market or specific segment of that market. A peer group rank of 1 means that the fund is among the best 25% within its market.2
All ratings are as of October 2021.
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1 The fund universe and all static fund data is provided by yourSRI.
2 The peer group ranks are based on the Refinitiv Lipper Global Classification system. For a fund to be assigned a peer group rank, at least 10 funds in its peer group must have a Climetrics rating.
In its third year, CDP’s Climetrics Fund Awards recognized the asset managers of 20 actively managed equity funds across four categories: US equity, European equity, emerging markets equity and global equity. For this year’s awards, the top five actively managed funds for each equity category were selected based on their underlying Climetrics score, which is based on CDP climate change, forests and water security data. Watch the video awards ceremony of the 2020 Climetrics Fund Awards, presented at the CDP Europe Awards 2021.
“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.