Climetrics

The Climetrics rating, managed by the CDP, measures funds' contribution to climate change issues. Based on a robust qualitative and quantitative assessment methodology, Climetrics assigns 1 to 5 leaves to funds based on the comparative quality of their management policy and investments.

Summary data :

label	ID	Topic	Description	Mode	Enabled	Order
Climetrics	16	Label	Climetrics	t	1	1
Climetrics	16	Nationality	Belgium - in English	t	1	3
Climetrics	16	Management	To generate its rating service, Climetrics makes use of data and research on ESG issues carried out by the CDP and ISS ESG, as well as the guidance on fund and company websites. Fund ratings rest on FEfundinfo (yourSRI).	t	1	4
Climetrics	16	Label type	Topic Climate/environment	t	1	5
Climetrics	16	Website	https://www.cdp.net/en/investor/climetrics	t	1	7
Climetrics	16	Market	World Label	t	1	8
Climetrics	16	Products	17265 to end June 2022	t	1	9
Climetrics	16	Links to funds	https://www.cdp.net/en/investor/climetrics#9261a9ed1f8e01bb6f5ea37cd8e30a92	t	1	10
Climetrics	16	Criteria	https://www.cdp.net/en/investor/climetrics/	t	1	15
Climetrics	16	Periodicity	Updated on an ongoing basis	t	1	21

Analytical data :

label	ID	Topic	Description	Mode	Enabled	Order
Climetrics	16	Description	Climetrics is a mutual fund rating with a methodology that enables investors to integrate climate impact into their investment decisions.	d	1	6
Climetrics	16	Genesis and development	Climetrics, launched in June 2017, is an original fund evaluation system that provides the world's first independent analysis of the climate impact of investment funds using a transparent and objective rules-based approach.	d	1	11
Climetrics	16	Objectives	Climetrics' primary goal is to enable investors to integrate climate risk factors into fund selection and monitoring in a transparent, effective, and cost-effective manner.	d	1	12
Climetrics	16	Promoters and administrators	The Climetrics brand is owned by CDP Europe (Carbon Disclosure Project), a non-profit organisation established in 2000 in response to the strong need to curb climate change and CO2 emissions, which manages the global disclosure system for investors, companies, cities, states and regions to manage their environmental impact.	d	1	13
Climetrics	16	SRI approach	Climetrics relies on three quantitative levels of analysis to score funds: the holdings in the fund's Portfolio , its investment policy, and its climate governance.	d	1	14
Climetrics	16	Mandatory criteria	To receive a Climetrics rating, at least 60 percent of a fund's assets under management must have a Climetrics company score, and the latest complete holdings data must be less than 12 months old. Climetrics, at this point measures how well the companies in a fund's Portfolio disclose and manage material risks and opportunities related to climate change, water security and deforestation. The rating follows a best-in-universe approach (each fund is compared to thousands of other funds in the available universe) and in relation to the score obtained will result in a rating from 1 to 4 leaves.	d	1	16
Climetrics	16	Additional criteria	In order to obtain the fifth and final leaf, it will also be necessary to obtain a minimum score in the field of evaluation of actions carried out by asset management.	d	1	17
Climetrics	16	Allocation process	CDP independently calculates the Climetrics rating each month on the basis of information collected by its ESG and financial providers (ISS ESG, YourSRI) and reported directly from the websites of the Society management companies.	d	1	20
Climetrics	16	External certification	The rating is calculated based on information published by Society and surveyed in CDP's Databases, and the data is updated once a year.	d	1	22
Climetrics	16	Focus on transparency	Climetrics makes fund ratings public and free and wants to provide the transparency needed to shift capital to funds that better support the energy transition to low-carbon.	d	1	23
Climetrics	16	Focus on periodic checks	Climetrics ratings are calculated and updated on an ongoing basis and may change whenever new information on fund holdings or other data becomes available.	d	1	24
Climetrics	16	Related parties	Climetrics uses data from ISS ESG (the responsible investment arm of Institutional Shareholder Services Inc, the world's leading provider of ESG solutions for Institutional) and yourSRI (a leading database and search engine for responsible investment).	d	1	25

Climetrics

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Our analyses of managers'sustainability policies (referred to in the tables as MCSR Intensity) are done with care, method and passion but cover only a few thousand funds.

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