客户案例1
Provided climate-related risk management data and consulting services to China mutual funds and the largest segregated asset management fund companies
Customer Requirements
- Based on the underlying assets covered by fund products and strategies, relevant carbon data is used to quantify the carbon emission levels of underlying targets and the carbon footprint of investment portfolios
- Supply data for the materiality and correlation analysis of climate-related risks
- Internal Manual and Operational Guidelines for Climate-Related Risk Management
- Publicly Disclosable External Statement on Climate-Related Risk Management
Work achievements
- Methodology for the Correlation and Materiality Assessment of Climate-Related Risks, and Assessment Results Based on Carbon Data
- Provide internal processes and manuals for climate-related risk management
- Provide publicly available external statements on climate-related risk management
客户案例2
Formulate investment strategies for climate transition funds for a leading comprehensive asset management institution in China
Customer Requirements
As a top-tier financial player, a comprehensive asset management institution aims to support the country’s "Dual Carbon" goals. It plans to consistently implement sustainable investment strategies, focus on enterprises contributing to climate transition, restructure capital resources and channel capital toward climate-friendly sectors. In this way, it will directly and indirectly drive active corporate shifts toward net-zero emissions.
Work achievements
- Principle Confirmation: Based on the existing climate transition strategy "Engaging Green" of this comprehensive asset management institution, incorporate the pillars of "Driving Transition" and "Enabling Industrial Chain"
- Development of Screening Methodology: Drawing on the EU Taxonomy, select the Catalogue of Green Industries and Green Bond Catalogue to define the List of Climate Transition Activities
- Judgment of Climate Transition Contributing Enterprises: Map business analysis results to the climate transition activity list for inclusion in the climate transition-themed stock pool, and aggregate revenue data to assess the materiality of transition contributions
- Portfolio Aggregation Analysis: Adopt the PCAF methodology to aggregate the climate transition contribution at the portfolio level and conduct comparisons against benchmark indices
客户案例3
Assist a leading domestic joint venture fund management company with environmental information disclosure of its funds
Customer Requirements
The Regulations of the Shenzhen Special Economic Zone on Green Finance stipulate that public fund managers and institutional investors with an asset under management (AUM) of over RMB 10 billion shall disclose environmental impact information generated by the enterprises, projects or assets funded with their capital on an annual basis. As a public fund manager with an AUM of RMB 500 billion, this fund management company is required to conduct compliant environmental information disclosure.
Work achievements
- Inventory of Scope 1 & 2 & 3 carbon emissions
- Based on the Green Industry Catalogue and Green Bond Catalogue, identify and tally green underlying assets within the core investment portfolio, the AUM of green entity assets, and their corresponding proportion ratios
- Calculate emissions generated from investment and financing activities of a new energy ETF under the fund house in accordance with the PCAF methodology
- Issue the 2022 Environmental Information Disclosure Report of the fund management company
客户案例1
Provided climate-related risk management data and consulting services to China mutual funds and the largest segregated asset management fund companies
Customer Requirements
- Based on the underlying assets covered by fund products and strategies, relevant carbon data is used to quantify the carbon emission levels of underlying targets and the carbon footprint of investment portfolios
- Supply data for the materiality and correlation analysis of climate-related risks
- Internal Manual and Operational Guidelines for Climate-Related Risk Management
- Publicly Disclosable External Statement on Climate-Related Risk Management
Work achievements
- Methodology for the Correlation and Materiality Assessment of Climate-Related Risks, and Assessment Results Based on Carbon Data
- Provide internal processes and manuals for climate-related risk management
- Provide publicly available external statements on climate-related risk management
客户案例2
Formulate investment strategies for climate transition funds for a leading comprehensive asset management institution in China
Customer Requirements
As a top-tier financial player, a comprehensive asset management institution aims to support the country’s "Dual Carbon" goals. It plans to consistently implement sustainable investment strategies, focus on enterprises contributing to climate transition, restructure capital resources and channel capital toward climate-friendly sectors. In this way, it will directly and indirectly drive active corporate shifts toward net-zero emissions.
Work achievements
- Principle Confirmation: Based on the existing climate transition strategy "Engaging Green" of this comprehensive asset management institution, incorporate the pillars of "Driving Transition" and "Enabling Industrial Chain"
- Development of Screening Methodology: Drawing on the EU Taxonomy, select the Catalogue of Green Industries and Green Bond Catalogue to define the List of Climate Transition Activities
- Judgment of Climate Transition Contributing Enterprises: Map business analysis results to the climate transition activity list for inclusion in the climate transition-themed stock pool, and aggregate revenue data to assess the materiality of transition contributions
- Portfolio Aggregation Analysis: Adopt the PCAF methodology to aggregate the climate transition contribution at the portfolio level and conduct comparisons against benchmark indices
客户案例3
Assist a leading domestic joint venture fund management company with environmental information disclosure of its funds
Customer Requirements
The Regulations of the Shenzhen Special Economic Zone on Green Finance stipulate that public fund managers and institutional investors with an asset under management (AUM) of over RMB 10 billion shall disclose environmental impact information generated by the enterprises, projects or assets funded with their capital on an annual basis. As a public fund manager with an AUM of RMB 500 billion, this fund management company is required to conduct compliant environmental information disclosure.
Work achievements
- Inventory of Scope 1 & 2 & 3 carbon emissions
- Based on the Green Industry Catalogue and Green Bond Catalogue, identify and tally green underlying assets within the core investment portfolio, the AUM of green entity assets, and their corresponding proportion ratios
- Calculate emissions generated from investment and financing activities of a new energy ETF under the fund house in accordance with the PCAF methodology
- Issue the 2022 Environmental Information Disclosure Report of the fund management company
