Capital Transition Monitor

Global climate commitments require a major shift in financial flows to lower carbon technologies. To inform this, metrics and data analytics need to become a public good. This platform hosts a comprehensive set-up of tools to monitor the transition of the financial sector. The tools are free of charge and open source. All tools target creating impact in the real economy.

Apply climate metrics to your portfolio

You can only manage what you measure, hence understanding your exposure to climate risk and how the companies in your portfolio are on track to meet climate goals is critical.
What is your exposure to climate relevant sectors?
Apply the PACTA methodology online or offline, to investment portfolio or loan-books.
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What % of your portfolio is invested in sectors exposed to transition risk?
How are your portfolios aligned with climate scenarios?
Explore the interactive PACTA reports.
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How does the production allocated to your portfolio compare with climate scenarios?
Which companies are driving these results?
Analyse the forward-looking results such as change of the technology mix of invested companies.
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What share of companies’ capacity is in low carbon today and in 5 years?
What is the potential financial loss if different scenarios eventuate?
Run Transition risk and physical risk stress tests based on PACTA results.
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What value of my portfolio is at risk in case of a climate shock?

Plan and track your impact on real economy

Once you know where you stand you can set your strategy. Benefit from best-in-class example, information on ongoing initiatives and collaboration with others.

What is your exposure to climate relevant sectors?
With the PACTA analysis as a basis, follow the climate action guide.
How do you track your impact?
Track your decisions in the Target setting tool and collaborate with other financial institutions.
Can you manage impact by measuring alignment?
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At the aggregated level, the alignment gap helps to identify hotspots for action across technologies in a portfolio.

The next step is to understand the actual and potential actions possible to achieve CO₂ reductions.

Managing impact is finally about identifying the contribution to the reduction due to climate actions by a financial institution.

PACTA has been applied globally.
16
Supervisory bodies
3,000+
Institutions
18,000+
Portfolio assessments
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Educate yourself on the implications of climate change

Understanding the performance of markets and companies in the transition of the real economy can provide more context and help financial institutions make more informed decisions.

You wonder how markets and the corporate economy are prepared to for transition?
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How much do companies need to do in real terms?
You want to know more about PACTA and 2DII?
Learn about the methodology and our previous work at transitionmonitor.com

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