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 decisionsOlof 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
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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.*
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* All ratings as of March 2020
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