ESG Management for Financial Services
Measure financed emissions, meet regulatory requirements, and integrate ESG into portfolio and lending decisions.
Financial institutions sit at the intersection of climate risk and capital allocation. ESG:ONE helps banks, insurers, and asset managers quantify portfolio emissions using PCAF methodologies, comply with SFDR and EU Taxonomy, and embed ESG into core business processes.
Book a DemoThe Financial Services ESG Challenge
Financial institutions face a distinct set of ESG pressures centred on their role as capital allocators and the systemic risks embedded in their portfolios.
Measuring financed emissions across diverse asset classes using PCAF attribution methodologies
Achieving SFDR classification and EU Taxonomy alignment reporting across product ranges
Running climate stress tests and scenario analyses required by regulators and investors
Collecting consistent ESG data from clients, counterparties, and investee companies
Integrating ESG factors into credit, underwriting, and investment decision-making processes
Reporting to multiple stakeholders including regulators, investors, clients, and rating agencies simultaneously
Key Benefits
Financed Emissions (PCAF)
Calculate portfolio carbon footprint using PCAF-aligned methodologies across asset classes including loans, equities, bonds, and real estate.
Portfolio Analysis
Analyse ESG performance across your entire portfolio with sector breakdowns, concentration risk views, and alignment assessments.
Regulatory Compliance
Automate SFDR principal adverse impact statements, EU Taxonomy eligibility and alignment screening, and Pillar 3 ESG disclosures.
Client Reporting
Generate investor-grade ESG reports for fund-level, mandate-level, and client-specific sustainability disclosures and communications.
Climate Risk Assessment
Model physical and transition climate risks across your portfolio using recognised scenarios from NGFS, IEA, and IPCC frameworks.
Investment Integration
Embed ESG signals into investment screening, credit assessment, and portfolio construction workflows for better risk-adjusted returns.
Platform Capabilities
Portfolio Carbon Footprint
- PCAF-compliant financed emissions across all asset classes
- Data quality scoring for each holding and counterparty
- Weighted average carbon intensity and portfolio alignment metrics
- Year-on-year attribution analysis showing drivers of change
SFDR & Taxonomy Reporting
- Automated principal adverse impact (PAI) indicator calculation
- EU Taxonomy eligibility and alignment screening tools
- Pre-contractual and periodic SFDR disclosure generation
- Do No Significant Harm (DNSH) and minimum safeguards assessment
Climate Scenario Analysis
- NGFS and IEA scenario modelling for transition and physical risk
- Sector-specific climate pathway analysis and stranding risk
- Stress testing for credit portfolios and investment books
- Temperature alignment scoring at portfolio and entity level
Client Dashboards
- White-labelled ESG reporting for investor and client communications
- Fund-level sustainability characteristics and benchmark comparisons
- Interactive visualisations of ESG performance and trends
- Customisable reporting templates aligned to client requirements
Related
Climate Risk
Model physical and transition climate risks across portfolios and asset classes.
Learn moreRegulatory Compliance
Automate SFDR, EU Taxonomy, and multi-framework regulatory disclosure requirements.
Learn moreFinancial Impact
Quantify the financial implications of ESG factors on portfolios and business decisions.
Learn moreReady to manage financial services ESG?
See how ESG:ONE helps financial institutions measure financed emissions, achieve regulatory compliance, and integrate ESG into investment decisions.