Climetrics
Integrate climate impact into your investment decisions.
The world’s first climate impact rating for equity funds.
The Climetrics rating – symbolized by green leaves issued on a scale of one to five – provides fund managers with transparency on the climate impact of their investment funds. It is the only rating in the market that provides a holistic assessment of a fund’s climate impact, as each fund is given a Portfolio Holdings Score, Asset Manager Score and an Investment Policy Score.
Fund Coverage
Climetrics rates approximately 2800 European equity and exchange-traded funds on their climate impact. These funds cover 55% of assets, worth around €2 trillion, invested in actively managed equity and exchange-traded funds available for sale in Europe.
2,800
European equity and
exchange-traded funds
€2 trillion
worth of assets
The Climetrics Product Family
Integrate climate change into fund selection and monitoring processes and develop new low-carbon products.
- Rating License and Portfolio Report
- Portfolio Report
- Application Program Interface (API)
- Advisory Services
- Index and Investment Products
Rating License and Portfolio Report
The rating license agreement enables fund managers to publicly display the climate rating of an investment fund to clients and other stakeholders. The license includes free access to the portfolio reports for the corresponding funds.
Portfolio Report
The Climetrics portfolio reports provides an in-depth overview of a fund’s climate performance:
Portfolio Holdings Score
What is the climate impact of the portfolio holdings?
Asset Manager Score
What is the asset manager’s level of public action and statements on climate change?
Investment Policy Score
Does the fund have an explicit ESG mandate?
Application Program Interface (API)
The API enables fund platform providers and banks to automatically feed Climetrics’ fund rating into internal or external systems.
Advisory Services
ISS-Ethix Climate Solutions experts provide fund managers with critical insights about their Climetrics Fund Rating and the steps they would need to improve a fund’s Climetrics rating.
Index and Investment Products
Fund managers and index providers can develop innovative index and investment products with Climetrics’ fund rating data.
Understand your fund’s climate impact.
Search for Climetrics rated equity and exchange-traded funds available for sale in Europe.
A Consortium of Industry Leaders
Climetrics was developed by CDP Europe and ISS-Ethix Climate Solutions, in consultation with NGOs, investors and universities. Climetrics is run by CDP in partnership with ISS-Ethix Climate Solutions and YourSRI.com, the leading database and research engine for ESG investing. The project was funded and catalysed by Climate-Kic, the European Union’s main climate innovation initiative.
