Turns early transaction review into rapid climate risk screening and opportunity identification.
Source guidance
British International Investment · Original source page
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).
Screens transactions early for physical and transition risk exposure.
Included guidance
Tools
Rapid climate risk screening matrix
Exports
PDF and Excel
Original source materials
PDF: Rapid climate risk screening guideIdentifies green and resilience-related finance opportunities using a practical taxonomy.
Included guidance
Tools
Climate finance opportunity lookup
Exports
PDF and Excel
Original source materials
PDF: Climate opportunities taxonomy decision treeChoose your next task, or explore where this section fits in the credit cycle.
Explore the credit cycle