Flexible, powerful, climate risk analytics

Planetrics makes it fast and easy for financial institutions to apply world-leading climate risk analysis to their own portfolios.

Our advanced climate and financial modeling capabilities evaluate your institution’s exposure to all major climate risks, in all major asset classes.

And our simple interface allows you to focus on what matters: translating insights into successful decisions for portfolio strategy, risk management, and reporting.

Regulatory reporting

Planetrics is designed to meet the increasing regulatory standards the financial sector now faces for measuring and manging climate-related risks. Our platform makes it simple to analyse climate impacts for equities, corporate bonds, sovereign debt and real estate. We model all major climate risk channels, and our interface makes it easy to export relevant metrics, interpret findings, present results, and update reporting at regular intervals.

Regulatory reporting
TCFD

TCFD

Planetrics can support institutions to report on climate risks in line with the recommendations of the Taskforce on Climate-related Financial Disclosures (TCFD). The recommendations call on financial institutions to disclose the climate-related risks and opportunities they face, the impact of those risks on their business, and their resilience in scenarios where climate change is successfully limited to an increase of 2°C or less. Planetrics enables you to satisfy all these recommendations using robust and detailed modeling. TCFD also recommends that institutions report the process for identifying, assessing, and managing risk. Planetrics can support this when used as an ongoing risk assessment and management tool.

ESG

Many institutions are seeking to improve their level of environmental, social and governance (ESG) reporting. Planetrics supports financial institutions to deliver high-quality reporting of their climate-related risks and opportunities, and how these relate to each institution’s strategy and other business decisions. Our granular, asset-level modeling approach enables you to report not only the size of climate risks, but also their drivers, allowing you to communicate to shareholders and other stakeholders where risks arise and how you are managing them. Since the platform is available continuously, it is also simple to update analyses for quarterly and annual reporting.

ESG

Case studies

HSBC GAM

HSBC Global Asset Management (GAM) used the Planetrics model to analyze the risks and opportunities from climate action to a portfolio of equities, and develop insights that would enable it to incorporate these risks into the organization’s internal decision-making.

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Invesco

Invesco used the Planetrics model to evaluate the impact of multiple climate scenarios on its equity and bond investments.

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Macquarie

Macquarie used the Planetrics toolkit to support the development of a strategic risk management approach for climate risk.

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Stress testing

Stress testing

Planetrics enables banks to execute climate stress testing on their lending portfolios, both for their own needs and in response to new requirements from regulators. Our platform enables you to test the impacts of a wide range of customizable climate scenarios on your lending portfolio. In line with the most demanding regulatory requirements, Planetrics evaluates your counterparties’ physical and transition climate risks at the level of individual companies and real-estate assets, and for individual countries’ sovereign bonds.

Bank of England climate stress test

Bank of England climate stress test

The Bank of England’s climate-focused Biennial Exploratory Scenario (BES) stress test will require UK banks and insurers to stress test their balance sheets against climate risks in 2021. The BES stress test is a new requirement for banks, demanding a highly granular approach to model asset-level climate risks across several climate scenarios. Planetrics enables banks and insurers to meet and even exceed the requirements of the stress test, including asset-level modeling of counterparties in multiple asset classes in different climate change scenarios, and analysis of a range of physical and transition risks.

NGFS

The Network for Greening the Financial System (NGFS) is a group of central banks and supervisors who are working together to develop climate risk management in the financial sector. NGFS has published a set of scenarios for financial institutions to use as a reference point for measuring and managing climate risks. Planetrics incorporates these scenarios, and enables you to use them to perform stress tests and other risk testing on your counterparties.

NGFS

Case studies

NatWest Group

NatWest Group is using the Planetrics model to support its preparation for the Bank of England’s climate stress test in 2021.

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Sovereign Wealth Fund

A sovereign wealth fund used the Planetrics model to assess climate impacts on its listed equities portfolio.

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Sovereign Wealth Fund

A Southeast Asian sovereign wealth fund used the Planetrics model to conduct a detailed analysis of physical and transition climate-related risks.

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Portfolio management

Planetrics helps financial institutions to quantify physical and transition risks arising from climate change. Our highly granular modeling enables you to understand several different channels of transition risks, including direct and indirect impacts of climate policy, as well as several major physical risks for your portfolio. And it allows you to understand where within your portfolio those risks lie; by sector, sub-sector or for individual assets.

Portfolio management
Portfolio strategy

Portfolio strategy

Planetrics helps asset managers and owners to align their portfolios with a low-carbon future, and weight their investments towards assets that are set to perform well as climate policy tightens and away from assets likely to underperform. Investors can also use Planetrics to assess the impact of adjusting their portfolios on their financial performance. This allows them to maximise their financial performance while improving their climate risk exposure.

Risk management

Planetrics helps financial institutions to quantify physical and transition risks arising from climate change. Our highly granular modeling enables you to understand different channels of transition risks, including the direct and indirect impacts of climate policy, and major physical risks for your portfolio. It makes clear where those risks lie within your portfolio by sector, sub-sector, and for individual assets.

Risk management
Asset selection

Asset selection

Planetrics models climate impacts on individual assets, enabling financial institutions to identify the assets that face outsize risks or opportunities. Investors can use these insights to select assets that are likely to outperform in climate-constrained scenarios, and divest assets that are likely to underperform.

Case studies

Aberdeen Standard Investments

Aberdeen Standard Investments used the Planetrics model to understand its investment portfolios’ exposure to climate-driven risks, to help improve outcomes for ASI, its customers, and for the wider global economy.

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Lloyds of London

Lloyds of London used the Planetrics toolkit to examine the potential effects of the low carbon transition on the general insurance market.

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North American bank

A North American investment bank used the Planetrics model to carry out climate transition risk analysis for commercial real-estate and agriculture counterparties in the U.S. and Canada.

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