Improved retrofit analysis tool: New functions for the energy and financial evaluation of refurbishment measures
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Climate Excellence
Scenario analysis software for companies
Know how climate risks and opportunities could affect your portfolio with just a few clicks
Current business models and their strategic resilience are facing major challenges from climate change. Although the consequences of climate change can change the risk-return profile of financial assets, there is often still too much intransparency and uncertainty about their potential impacts and drivers. However, it is precisely this transparency that regulators such as the European Central Bank (ECB), the UK Financial Services Authority (PRA) or the German Federal Financial Supervisory Authority (BaFin) and other regulators such as the EU Commission demand.
Benefits
15
Scenario variants
Choose from eleven scenarios from the IEA, NGFS, IPCC and CRREM and optimally classify their impact on your portfolio by means of detailed descriptions.
> 8
Years of market testing
Climate Excellence was developed with experts from the financial industry and also tested in the real economy.
100%
Cover
Benefit from 100% coverage of 60,000 listed companies plus an additional 40,000 non-listed companies covered.
193
States
Our database covers all 193 states and 57 other sovereign territories and a wide range of financial parameters for an optimally differentiated analysis.
Understanding climate risks with minimal effort
Climate Excellence shows you investment needs, revenue and profit changes in selected scenarios as well as underlying technology, demand and price changes and regulatory measures per scenario.
Our SaaS solution only requires a minimum of information: The name of the companies included, their ISIN and their portfolio share. For real estate, the type (e.g. office), country, year of construction and value are necessary. Both collective and individual uploads are possible.
01Portfolio-Upload
Our SaaS solution only requires a minimum of information: The name of the companies included, their ISIN and their portfolio share. For real estate, the type (e.g. office), country, year of construction and value are necessary. Both collective and individual uploads are possible.
In the Spotlight
Update of the scenario data
Fast integration into existing processes
Supports a long-term sustainability strategy
Professional
Complete climate risk analysis for small to medium portfolios
-
Analysis of up to
299 properties or
1,499 investment assets or
4,999 banking assets -
1 risk type covered (physical/transit)
-
Up to 5 users
- Geolocation data optional in Real Estate and Investors
(€120/asset/year and €250 monthly management fee)
€19,000 / year
+ €2,900 facility
+ €9,500 / year for second risk type (optional)
Ultimate
Complete climate risk analysis for large portfolios
- Analysis of up to
2,999 properties or
4,0000 investment assets or
15,000 banking assets -
1 risk type covered (physical/transit)
-
Up to 5 users
- Geolocation data optional in Real Estate and Investors
(€120/asset/year and €250 monthly management fee)
€29,000 / year
+ €2,900 facility
+ €14,500 / Year for second risk type (optional)
What information is necessary to use Climate Excellence?
To use Climate Excellence as a Software as a Service version, only the basic information of your portfolio is required: for example, the names of the companies included, their portfolio share and their ISIN. It is also possible to run the analysis by specifying the country and sector instead of the ISIN, if the analysis is to be run for non-listed companies. For the analysis of real estate, the type of real estate (e.g. office, residential), its associated country, its year of construction and its value are necessary to run the analysis.
Which climate scenarios can I choose between in my analysis?
For the analysis of transitory risks, you can choose between three scenarios each from the International Energy Agency (IEA), the Network for Greening the Financial System (NGFS) and, for real estate, between two scenarios from the Carbon Risk Real Estate Monitor (CRREM).
The IEA scenarios include:
- 2,5°C Stated Policies Scenario (STEPS)
- 1,7°C Announced Pledges Scenario (APS)
- 1,5°C Scenario Net Zero by 2050 (NZE)
The NGFS scenarios include:
- 2,5°C Scenario Current Policies
- 1,8°C Scenario Delayed Transition
- 1,5°C Scenario Net Zero 2050.
The CRREM scenarios include 2.0°C and 1.5°C.
For physical risks, you can choose between the 1.8°C scenario (SSP1-2.6), the 2.7°C scenario (SSP2-4.5) and the >4.0°C scenario (SSP1-2.6) of the Intergovernmental Panel on Climate Change (IPCC).
Can the results from Climate Excellence be integrated into existing processes?
The results from Climate Excellence are structured and prepared in such a way that they can be easily transferred to sustainability reporting, risk management and strategic decision-making. The option to download the results content as an Excel file facilitates integration.
What technology is the analysis software and its user interface based on?
Climate Excellence is based on the latest SAP cloud technology. Experience an optimised user interface from our strong technology and data partner SAP. Climate Excellence is based on the SCP and SAC with the possibility of a timely development of further modules.
How are the results of the analysis presented?
The results of the scenario analysis are presented in the form of percentage changes in profit (EBITDA/EBIT), turnover and, for real estate, additionally in the form of absolute investments as a result of climate-related changes compared to the base year 2021. The methodology offers a range of metrics and can be adapted to a different base year (for the overall portfolio).
How regularly is the underlying data updated?
The underlying data is updated annually. In addition, we actively monitor the development of research and update the data as needed.
How is your data protected from theft when entered?
Your entered, transmitted and temporarily stored data is encrypted on the platform (this also applies to backups). Only you can access the data with your company's internal identification service. This also enables single sign-on (SSO) and multi-factor authentication (MFA): SSO is enabled by linking Climate Excellence to your corporate identification service and then automatically logging in via an internal link provided by your IT service. As long as your in-house IT infrastructure provides MFA, the login process is secured accordingly via this.
Which period can be covered by the Climate Excellence software?
With Climate Excellence, a period up to 2100 can be analysed for physical risks and up to 2050 for transitory risks.
