Asset Impact - Transition Intelligence
Data category
- Environmental data
- Governance data
- Rankings
- Research data
- Verification/Certification/External opinion
- Production data
The data offers solutions for:
- Carbon footprinting
- Climate scenario analysis
- Environmental impact analysis and insight
- Geospatial/location data
- Investment decisions and portfolio insight
- Physical risk
- Reporting: CSRD
- Reporting: EU Regulations
- Reporting: ISSB standards
- Reporting: Impact
- Reporting: Other Regulations
- Reporting: SEC climate
- Reporting: SFDR
- Reporting: TCFD
- Reporting: TNFD
- Reporting: UN SDGs
- Social impact analysis and insight
- Supply chains
- Temperature alignment
- Transition plan assessments
- Transition risk
- Value at risk
Who are the data users?
- Corporates
- Financial institutions
- Government
- Investors
- Non-profits; Central banks; Universities; Data Providers; Consulting
What asset class does the data cover?
- Alternatives
- Credit/loans
- Fixed income
- Listed equity
- Private equity
- Real assets
Brief description of the data offering
Our transparent and flexible Transition Intelligence products support financial institutions in assessing how 55,000+ companies are actually transitioning using four reference points: a company's stated climate targets, our independent asset-level forecasts, external climate scenarios, and sector benchmarks.
We reconcile company targets against our data at the asset-level to test whether companies’ plans are backed by credible physical activity. Rather than taking disclosed commitments at face value, we match targets to bottom-up evidence of CapEx deployment, technology shifts and production trajectories. The result is a target-by-target credibility assessment, grounded in what is actually being built, retired or retrofitted. We also assess company performance against external benchmarks in the form of IEA and NGFS scenarios, with further scenarios to be added in future iterations.
Besides accounting for the impact of different decarbonization levers, Transition Intelligence also assesses the financial costs and benefits of transitioning a company’s asset base across CapEx, OpEx and regulatory obligations. This includes fuel and electricity costs, carbon prices (gross and net of allowances), and capital expenditure on brownfield and greenfield assets. Our users can use this capability to build a view of what transition costs today, and how it evolves as external conditions change.
Transition Intelligence is a first-of-a-kind suite of tools designed to give financial institutions unprecedented insight into the dynamics of the transition for the firms in their portfolios. Applications span transition plan assessments, credit risk analysis, portfolio steering, target-setting and regulatory compliance.
Where and how do you source your data?
Alongside sourcing data directly from regulators, we partner with leading business intelligence providers and open-source data initiatives to source data on physical assets in the real economy. Our team maps physical assets to issuers of securities using ownership data from various third-party sources, including in-house research. Scenario data is sourced from the International Energy Agency (IEA) and Network for Greening the Financial System (NGFS) at present. We calculate key indicators at asset, company and security level, including greenhouse gas emissions metrics using our in-house bottom-up asset-based algorithms and methodologies. We triangulate multiple data sources across the sectors we cover, work with data providers to fill data gaps, and complement this with our own research. Finally, we also gather information directly from corporate disclosures for reconciliation analysis and through our partnerships with research institutions. This consistent framework enables comparability across assets, companies, and scenarios.
What is the cost for your data offering?
The cost is variable and depends on the granularity and coverage of the data, the use case for the data, and the type of user (non-profit research, commercial application). Please contact Asset Impact ([email protected]) for further information on licensing our data.
Contacts
Commercial enquiries: Michel Amar, Chief Business Development Officer, [email protected]
Technical enquiries: Alex Clark, Research Director, [email protected]
General inquiries: [email protected]