Climate Risk Management and Opportunity Identification for a Market in Transition

Entelligent’s patented data model begins with top-down, forward-looking climate and energy scenarios, deriving quantitative and objective metrics that weigh the future impact of climate change on investment performance.

Optimized for risk management and alpha generation, financial product development and regulatory compliance. Available on the FactSet Workstation (Portfolio Analysis, QRE, API ) and via the Cloud and SFTP.


Smart Climate® is a Data and Analytics Suite for Financial Institutions and Investors

E-Score.​ Measures companies’ resilience across Max and Min climate scenarios. Well-suited to build portfolios that minimize composite climate transition risk.

T-Risk.​ Measures return spread for equities across scenarios. Includes energy-price sensitivities. Ideal for opportunity identification and portfolio construction.

Smart Climate CS. A carbon sensitivity score to measure carbon-pricing risk, and understand and account for the environmental impact of investments and portfolios.

Smart Climate Compliance.  Addresses new and upcoming regulations, including the EU’s SFDR Article 8, TCFD and the Federal Reserve’s Climate Scenario Analysis (CSA).

The Entelligent Difference. Standardized, Comparable Data, Powered by Climate Science

High interpretability and free of bias. Our standardized, top-down data is back- and forward-tested, enabling level-field comparisonsRead our case study.

Scenario-driven.​ Entelligent begins with Integrated Assessment Models to account for diverse influences underlying the climate transition.

Relevant and useful.Focused specifically on financial materiality, including future performance and investor returns.

Transparent. Customizable. Our patent supports the transparent disclosure regulators require and protects bespoke products we build for our clients.

Developed and Market-Tested with Global Institutions and Innovators

Entelligent partner logos: Bank of America, Societe Generale, UNJSPF, HSBC, RAND Corporation, UBS, FactSet, BNP Paribas, J.P. Morgan.