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34PDFs7Excel tools6Word files15Interactive tools23Reports
Available for independent review
Rapid climate risk screening and financed emissions are the two released interactive assessments. Module 1 provides credit-cycle orientation. All other modules remain accessible as guidance and original resources; their calculators and scored assessments are not released.
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Every role has access to the full toolkit.
Risk management
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View relevant modules Section 1
Toolkit user guide
Explains how the platform is structured, who each module is for, and how users should move through the toolkit.
Section 2
Defining climate risks and their impacts
Introduces physical and transition risks, time horizons, and why climate risk management needs cross-functional ownership.
Section 3
Getting started with climate risk management
Builds the business case and maps climate risk management across the typical credit cycle.
Section 4
Governance and strategy
Helps institutions assess maturity, define governance, formalize policy, and set climate risk appetite.
Section 5
Screening phase
Turns early transaction review into rapid climate risk screening and opportunity identification.
Section 6
Due diligence phase
Guides asset and client-level risk assessment, financed emissions, data collection, and materiality quantification.
Section 7
Application and approval phase
Translates due diligence into credit clauses, approval conditions, and climate action plans.
Section 8
Monitoring and reporting phase
Supports client monitoring, engagement, transition plans, adaptation plans, and science-based targets.
Section 9
Portfolio management and disclosure
Moves from transaction-level data to portfolio analytics, scenario analysis, stress testing, and IFRS S2-aligned disclosure.
Section 10
Frequently asked questions
Answers common practical questions and routes users to the correct module or workflow.
Section 11
Selected bibliography
Keeps standards, references, and external guidance available as supporting evidence.
Support library
Definitions, reference material and links to original BII guidance.
Map
Toolkit map
Module coverage, original resources and review-release status.
FAQFrequently asked questions
Question-led entry point for users who do not know which module to start with.
GlossaryGlossary
Definitions for climate, risk, ESG, and lending terms.
BibliographySelected bibliography
Reference list of standards, investor resources, and climate risk guidance.
Case studiesCase studies
Examples that show how ESG and climate work can create business value.
ResourcesResources
Broader BII policies, E&S templates, and responsible investment resources.
Toolkit modules
23 modules match your current filters.
Module 1Foundation
Mapping climate risk management across the typical credit cycle
Shows where climate risk management belongs across origination, due diligence, approval, monitoring, and portfolio review.
Working toolReleased for independent review with fictional data.
BII files2 mapped
Module 2Governance & strategy
Climate risk maturity assessment
Assesses governance, strategy, risk management, and metrics/targets against four maturity stages.
Working toolReleased for independent review with fictional data.
BII files2 mapped
Module 3Governance & strategy
Climate risk governance framework
Defines roles, committees, escalation paths, and decision ownership for climate risk.
Working toolReleased for independent review with fictional data.
BII files2 mapped
Module 4Governance & strategy
Climate risk management policy
Helps institutions formalize how climate risks are identified, assessed, monitored, and escalated.
Working toolReleased for independent review with fictional data.
BII files2 mapped
Module 5Governance & strategy
Climate risk appetite statement
Supports limits, materiality thresholds, transmission channels, and escalation protocols.
Working toolReleased for independent review with fictional data.
BII files4 mapped
Module 6Screening
Rapid climate risk screening
Screens transactions early for physical and transition risk exposure.
Working toolReleased for independent review with fictional data.
BII files1 mapped
Module 7Screening
Climate finance opportunities identification
Identifies green and resilience-related finance opportunities using a practical taxonomy.
Working toolReleased for independent review with fictional data.
BII files1 mapped
Module 8Due diligence
Physical risk assessment
Assesses hazards, exposure, vulnerability, and adaptive capacity.
Working toolReleased for independent review with fictional data.
BII files1 mapped
Module 9Due diligence
Transition risk assessment
Assesses policy, market, technology, legal, and reputational risk drivers.
Working toolReleased for independent review with fictional data.
BII files1 mapped
Module 10Due diligence
Financed emissions
Guides the calculation and interpretation of financed emissions as risk and opportunity signals.
Working toolReleased for independent review with fictional data.
BII files1 mapped
Module 11Due diligence
Climate risk data collection
Defines recommended fields for client and transaction-level data collection.
Working toolReleased for independent review with fictional data.
BII files1 mapped
Module 12Due diligence
Client climate risk maturity assessment
Assesses a client or investee's climate risk management capability.
Working toolReleased for independent review with fictional data.
BII files1 mapped
Module 13Due diligence
Materiality quantification
Helps institutions prioritize risks using qualitative and quantitative approaches.
Working toolReleased for independent review with fictional data.
BII files2 mapped
Module 14Application & approval
Climate risk clauses and action plans
Turns due diligence findings into credit conditions, clauses, and client action plans.
Working toolReleased for independent review with fictional data.
BII files4 mapped
Module 15Monitoring & reporting
Metrics for tracking client climate performance
Defines metrics for monitoring client progress and risk performance.
Working toolReleased for independent review with fictional data.
BII files1 mapped
Module 16Monitoring & reporting
Client engagement on climate risk management
Supports practical, staged engagement with clients on climate risk.
Working toolReleased for independent review with fictional data.
BII files1 mapped
Module 17Monitoring & reporting
Transition plan development and assessment
Assesses whether a transition plan is credible, decision-useful, and aligned with disclosure expectations.
Working toolReleased for independent review with fictional data.
BII files2 mapped
Module 18Monitoring & reporting
Adaptation plan development and assessment
Assesses adaptation planning, resilience measures, and implementation credibility.
Working toolReleased for independent review with fictional data.
BII files3 mapped
Module 19Monitoring & reporting
Science-based target setting
Guides institutions and clients through science-based target readiness.
Working toolReleased for independent review with fictional data.
BII files3 mapped
Module 20Portfolio management & disclosure
Strategic portfolio management
Aggregates client and transaction data into portfolio-level risk intelligence.
Working toolReleased for independent review with fictional data.
BII files2 mapped
Module 21Portfolio management & disclosure
Scenario analysis
Supports portfolio-level climate scenario selection, analysis, and early warning indicators.
Working toolReleased for independent review with fictional data.
BII files3 mapped
Module 22Portfolio management & disclosure
Climate stress testing
Guides physical and transition shock design, impact modelling, and management reporting.
Working toolReleased for independent review with fictional data.
BII files3 mapped
Module 23Portfolio management & disclosure
IFRS S2-aligned disclosures
Maps governance, strategy, risk management, metrics, and targets to IFRS S2-aligned disclosure readiness.
Working toolReleased for independent review with fictional data.
BII files1 mapped
Captured BII source library
Every captured PDF, Excel workbook, and Word document is available inside the platform and mapped to modules.
PDF · Diagram
View full coverage matrix Diagram 1: Typical roles of key users of this toolkit
Role selector and animated role-to-module map on onboarding and Module 1.
PDF · DiagramDiagram 2: Embedding climate risk management within the organogram
Interactive governance organogram and responsibility assignment workflow.
PDF · DiagramDiagram 3: Map of climate risk integration into the credit cycle
Animated credit-cycle simulator used across Modules 1, 6, 8, 9, 10, 13 and 14.
PDF · DiagramDiagram 4: IIGCC Climate Resilience Investment Framework
Adaptation pathway simulator in Module 18.
PDF · DiagramDiagram 5: Step-by-step process for developing science-based targets
Animated target-setting journey in Module 19.
PDF · DiagramDiagram 6: Scenario analysis
Scenario pathway simulator in Module 21.
PDF · RubricRubric 1: Maturity matrix for embedding climate risk management
Institutional maturity scoring and maturity report logic.
Excel · ToolTool 1: Climate risk maturity assessment
Live institutional maturity workflow with score out of 72.
PDF · RubricRubric 2: Best-practice recommendations for a climate risk governance framework
Governance gap report and organogram workflow.
Word · GuidanceGuidance 1: Climate risk management policy table of contents
Policy builder and policy gap report.
Excel · GuidanceGuidance 2: Climate risk management policy table of contents
Policy checklist with Developing and Advanced stage gaps.
PDF · GuidanceGuidance 3a: BCBS transmission channels framework
Animated transmission channel map in risk appetite workflow.