Financial Services ESG
ESG reporting built for financial institutions
From financed emissions to SFDR Article 8/9 disclosures, ESG Automated helps banks, asset managers, and insurers navigate climate disclosure requirements — without hiring a team of compliance specialists.
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The ESG reporting challenge for financial services
Financed emissions (Scope 3 Cat. 15)
Banks and asset managers must calculate and disclose emissions financed through their lending and investment portfolios — one of the most complex and data-intensive Scope 3 categories, requiring borrower-level attribution.
SFDR and TCFD compliance
EU financial firms face strict SFDR Principal Adverse Impacts (PAI) reporting and TCFD scenario analysis requirements with increasingly granular disclosure standards that evolve year over year.
SEC climate disclosure rules
US-listed financial firms face SEC climate rules requiring material climate risk disclosure in annual reports, with specific Scope 1, 2, and limited Scope 3 reporting obligations tied to materiality thresholds.
Key ESG metrics for financial services — tracked automatically
Every metric below is calculated, benchmarked against industry peers, and mapped to the frameworks your regulators require — no manual lookup needed.
Attribution of CO₂e emissions across your lending and investment book using PCAF (Partnership for Carbon Accounting Financials) methodology. Broken down by asset class — corporate loans, real estate, project finance, listed equity, and sovereign debt. Required for TCFD Part C reporting and increasingly expected by institutional investors.
GHG emissions per million EUR of exposure — the primary SFDR Principal Adverse Impact indicator for climate. Calculated as weighted average across all counterparties in the portfolio. Declining intensity year-over-year demonstrates alignment with Paris Agreement trajectories and is scrutinized by ESG ratings agencies.
Percentage of total assets under management or loan book directed toward EU Taxonomy-aligned activities: renewable energy, green buildings, clean transport, circular economy. Underpins Article 8 and Article 9 fund classification under SFDR and is disclosed in annual reports, fund factsheets, and investor prospectuses.
Scenario-based analysis of how physical climate risks (floods, heat, drought) and transition risks (carbon pricing, stranded assets, policy shifts) affect the credit quality and market value of your loan and investment portfolio. Required by ECB supervisory expectations and TCFD Scenario Analysis guidance.
Board-level gender diversity, ESG committee oversight, executive compensation linkage to ESG KPIs, and whistleblower policy effectiveness. SFDR PAI Indicator 13 requires disclosure of board gender balance. Investors increasingly screen for ESG-linked pay as a signal of authentic governance commitment.
Volume of financing directed to underserved communities, SME lending in low-income areas, microfinance programs, and Community Reinvestment Act (CRA) ratings for US banks. Maps to GRI Financial Sector Supplement indicators FS13–FS16 and SDG 10 (Reduced Inequalities). Increasingly requested by impact investors and sovereign wealth funds.
Frameworks automatically mapped to your data:
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