ET Portfolio Analytics

ET Portfolio Analytics

We provide portfolio carbon footprint and carbon risk analysis reports to investors that want to better understand their carbon risk exposure and meet their reporting requirements. Our bespoke reports enable investors to identify and understand climate-related risks in their portfolios quickly and easily.

Our reports are aligned with best practice as advocated by the Task Force on Climate-related Financial Disclosures (TCFD) and the reporting requirements of Article 173 of the French Energy Transition Law. At a minimum, both require investors to calculate the carbon exposure of their holdings, stress test different scenarios and communicate their strategy for managing those risks to their stakeholders.

Results are presented in a customised report that can be made public and used as a communication tool for internal and external stakeholders. This is ideal for French investors responding to Article 173, Montreal Pledge signatories and investors seeking to improve their rating in the Asset Owners Disclosure Project Global Climate Index.

The process is simple: send us your portfolio holdings (ISINs and weights) and we run the analysis and produce an ET Portfolio Analytics report output. We then set up a time to explain to you the results in detail and answer any questions you may have. Our expert team is on hand to help you decide on next steps appropriate to your investment philosophy and principles.

The ET Portfolio Analytics tool helps investors identify and understand portfolio carbon and climate related-risks over time and capitalise on the related investment opportunities.

Interested in learning more? Request a free demo today.

Analytics modules and features

Portfolio alignment with decarbonisation pathways

  1. Have you set portfolio-level decarbonisation targets?

  2. Have you considered the alignment of your portfolio with a 2-degree transition pathway?

  3. This is a TCFD-aligned scenario analysis module that shows portfolio alignment with a 2 degree warming scenario.

Portfolio carbon footprint

  1. How does the carbon intensity of your investments compare to the benchmark?

  2. What does the carbon intensity of your investments look like over time?

  3. View the carbon footprint assessment of your equity and bond holdings relative to your chosen benchmark (Scope 1 and 2, Scope 3 and Scope 1, 2 and 3 combined).

Scope 1, 2 and 3 disclosure

  1. How do you engage with portfolio companies on climate-related risk disclosure?

  2. What level of public emissions disclosure do you consider is important to inform your decision making processes?

  3. What does the level of supply-chain risk disclosure look like across the companies in your portfolio?

  4. View the level of Scope 1, 2 & 3 public carbon disclosure of the companies in your portfolio, with Scope 3 disclosure broken down by all 15 categories.

Portfolio SASB sectoral intensities

  1. The Sustainable Industry Classification System™ (SICS®) from the Sustainability Accounting Standards Board SASB® categorises companies into 10 sectors, 35 subsectors and 80+ industries in accordance with their resource intensity, sustainability impact, and sustainability innovation potential.

  2. Monitoring sector contributions on its own is useful but not necessarily sufficient. It is also important to monitor the sector intensities as a whole.

  3. View analysis of the emissions profile of your holdings broken down by each SASBTM SICSTM Sector.

Carbon attribution effect scopes 1, 2 & 3

  1. Have you identified and understood the real and potential sources for carbon intensity reduction in your portfolio?

  2. Are you able to readily isolate sectors responsible for significant impacts on a portfolio’s carbon intensity?

  3. Are you able to uncover the role and interaction of stocks in shaping the carbon intensity of your portfolio relative to a benchmark?

  4. Easily interrogate the role of sector allocation and stock selection due to differences in the carbon intensity of the portfolio and chosen benchmark. Identify the most effective combination of stocks and sectors to reduce the carbon intensity of your portfolio.

Financial sensitivity to global carbon pricing

  1. How sensitive is your portfolio to a global carbon price?

  2. Which sectors do you consider most exposed to carbon pricing risk?

  3. Have you undertaken portfolio and industry level stress testing against carbon pricing scenarios?

Portfolio reserve footprint

  1. How exposed is your portfolio to potential asset stranding across the Coal, Oil & Gas sectors?

  2. How is your portfolio transitioning towards a new energy economy?

  3. View the average emissions intensity of Coal, Oil & Gas reserves across all equity and corporate bond positions in your portfolio.

Portfolio climate lobbying performance

  1. View the influence that companies within your portfolio have, both positive and negative, in the creation, implementation, and effectiveness of climate and energy policy. Do their actions align with your responsible investment values?

  2. Engage with those companies where there is a misalignment of values and goals around climate change and sustainability impact.

  3. View an independent analysis of the climate lobbying activities on companies in your portfolio.

Portfolio mapping to climate political risk

  1. Analysis of portfolio exposure to country-specific carbon policy and regulatory changes, in the context of the NDCs (Nationally Defined Contributions) which have been submitted by countries as part of the Paris Agreement.

Forward looking corporate carbon management awareness & strategy

  1. Inform your strategy monitor, engage and reduce/change your portfolio company holdings.

ET Portfolio Analytics FAQS

Engaged Tracking can analyse and produce report outputs for equity and corporate bond portfolios (and portfolios with a mixture of both).

Request free ET Portfolio Analytics demo.

Request Free Demo

Join the 50+ investors who are using our service.