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British International Investment
Forest canopy

Screening phase

Section 5 / Climate Risk Management Toolkit

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Turns early transaction review into rapid climate risk screening and opportunity identification.

Section 5 - Screening phase

Source guidance

British International Investment · Original source page

Overview

Executive Summary

The section provides practical frameworks and checklists to help FIs embed climate risk screening and opportunity identification into their origination workflows. Early integration of climate risk screening at credit origination enables FIs to identify and mitigate exposures efficiently, strengthen governance, and improve client awareness. A structured triage system creates clear audit trails and enhances transaction efficiency, by filtering low-risk cases and focusing resources on higher-risk exposures. The section also details how FIs can systematically identify climate finance opportunities and develop tailored products. Special recommendations are included for microfinance institutions (MFIs).

Jump to modules in this section

Jump to modules in this section

Module 6

Rapid climate risk screening

Screens transactions early for physical and transition risk exposure.

Working toolOutput: Screening result and escalation flag
Guidance, tools and source materials

Included guidance

  • - Guidance 4: Rapid climate risk screening
  • - Green/Red early-stage screening funnel

Tools

Rapid climate risk screening matrix

Exports

PDF and Excel

Open assessment

Original module guidance

Module 7

Climate finance opportunities identification

Identifies green and resilience-related finance opportunities using a practical taxonomy.

Working toolOutput: Opportunity classification
Guidance, tools and source materials

Included guidance

  • - Guidance 5: Climate opportunities taxonomy
  • - Mitigation, adaptation, transition and adjacent opportunity categories

Tools

Climate finance opportunity lookup

Exports

PDF and Excel

Open assessment

Original module guidance

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