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Clim8 Methodology

Delivering financial performance and
positive climate impact

With investing, your capital is at risk

Clim8 Methodology Image

The Clim8 difference: Active asset identification and allocation

Our investment team crafts the portfolios by looking at the global financial markets and identifying financial opportunities. Unlike automated portfolio creation and rebalancing, it is always an active process.

  • Monitor main asset classes and economic data to express our market views. Engage with asset class specialists to challenge our own.
  • Assign a tactical asset allocation that may differ from our benchmark to reflect our market views while consistent with our client’s risk profiles.

Individual Stock Selection

We have a three-step process: thematic screen, financial screen and environmental screen (see more details below).

Fund Identification

  • Screening & Filtering: defining our universe of potential funds in line with our mission statement
  • Researching: understand investment process, historic performance analysis, PM bios and track record
  • Engaging: e-meetings, calls, participation in webinars
  • Selecting: a handful of products to offer to our clients via Clim8 portfolios

Clim8 has designed 3 portfolios: cautious, balanced & adventurous; they reflect our clients’ risk tolerance and our convictions.

Investment ideas and opportunities are discussed and validated during quarterly Investment Committee (IC) meetings attended by the Clim8 team and its external advisors.

Portfolios are adjusted to Investment opportunities and ideas are adjusted to reflect IC decisions. Full implementation typically follows shortly after.

1. Asset Allocation
  • Monitor main asset classes and economic data to express our market views. Engage with asset class specialists to challenge our own.
  • Assign a tactical asset allocation that may differ from our benchmark to reflect our market views while consistent with our client’s risk profiles.
2. Stock & Fund Identification

Individual Stock Selection

We have a three-step process: thematic screen, financial screen and environmental screen (see more details below).

Fund Identification

  • Screening & Filtering: defining our universe of potential funds in line with our mission statement
  • Researching: understand investment process, historic performance analysis, PM bios and track record
  • Engaging: e-meetings, calls, participation in webinars
  • Selecting: a handful of products to offer to our clients via Clim8 portfolios
3. Portfolio Construction

Clim8 has designed 3 portfolios: cautious, balanced & adventurous; they reflect our clients’ risk tolerance and our convictions.

Investment ideas and opportunities are discussed and validated during quarterly Investment Committee (IC) meetings attended by the Clim8 team and its external advisors.

Portfolios are adjusted to Investment opportunities and ideas are adjusted to reflect IC decisions. Full implementation typically follows shortly after.

Individual stock selection:
a rigorous three-step process

Through our three-step process, the Clim8 Investment Team narrows down its research results from thousands of stocks to 20-25 individual stocks

Thematic screen

  • Companies with superior revenue exposure to our 6 themes
  • Play an instrumental role in the supply chains of our 6 themes

Financial screen

  • Companies with superior financial attributes and sustainable business models
  • Clim8 performs a valuation analysis to calibrate the risk/reward

Environmental screen

  • Carbon assessment
  • Waste and water assessment

3

Portfolios

Tailored to risk: Cautious, Balanced, Adventurous.

6

Key themes

Clean energy, clean technology, smart mobility, clean water, sustainable food and recycling.

400+

Sustainable companies

Environmental impact methodology

Carbon footprint and impact accounting is a fast-moving and improving science. Thanks to some of the best data providers in the market, and ongoing dialogue with thought leaders, Clim8 impact models are gaining in complexity and accuracy every day.

Direct Stocks

Companies trending towards the Paris temperature goals or below, avoiding sector laggards
Companies making the best use of their resources and show positive developments on carbon emissions relative to their sector & region

Equity funds

Engage with fund managers to understand their investment process towards shifting portfolios towards Paris goals
Sharing our common learnings to create a positive feedback loop

Fixed income Funds

As above
Sovereign, corporate and green bonds each require a specific assessment of their alignment with Paris benchmarks

Delivering on our promise to offer truly impactful investments without compromise, we look forward to sharing our full environmental model in the coming months.