Toolkit map
A full map of sections, modules and original resources. See the coverage matrix for review-release status.
Original sourceSupport library
Climate risk definitions, frequently asked questions and original BII guidance.
The two released interactive assessments are rapid climate risk screening and financed emissions. Module 1 provides orientation; institutional maturity and all remaining modules provide guidance and original resources. Use practice accounts and fictional data for independent review. External downloads and known source issues remain pending.
A full map of sections, modules and original resources. See the coverage matrix for review-release status.
Original sourceQuestion-led entry point for users who do not know which module to start with.
Original sourceDefinitions for climate, risk, ESG, and lending terms.
Original sourceReference list of standards, investor resources, and climate risk guidance.
Original sourceExamples that show how ESG and climate work can create business value.
Original sourceBroader BII policies, E&S templates, and responsible investment resources.
Original sourceRisk from acute weather events or chronic climate changes that may affect people, assets, supply chains, or collateral.
Risk from policy, legal, market, technology, or reputation changes during the move to a lower-carbon economy.
The level and type of climate-related risk an institution is prepared to accept, monitor, limit, or escalate.
A share of a client's or asset's emissions attributed to a financial institution based on its financing exposure.
A practical plan that sets client actions, owners, milestones, evidence, and monitoring expectations for climate risk management.
A forward-looking exercise that explores how different climate futures could affect clients, sectors, or portfolios.
A climate-related disclosure standard focused on governance, strategy, risk management, metrics, and targets.
Begin with Module 1 orientation and the guidance relevant to your role and task. For independent review, the two released interactive assessments are rapid climate risk screening and financed emissions. Institutional maturity remains guidance and original resources; its scored assessment is not released.
Use qualitative screening first, record assumptions, score data quality, and improve data collection over time rather than waiting for perfect data.
Screening and due diligence findings should flow into approval conditions, covenants, action plans, monitoring metrics, and escalation rules.
Transaction-level data should roll up into portfolio metrics, scenario analysis, stress testing, and disclosure readiness evidence.
Engagement should begin early, continue through data collection and action planning, and remain part of monitoring after approval.