| Section 1: Toolkit User Guide | |
| Diagram 1: Typical roles of key users of this toolkit | Download |
| Section 2: Defining climate risks and their impacts | |
| Section 3: Getting started with climate risk management | |
| Diagram 2: Climate risk and Organogram | Download |
| Module 1: Mapping climate risk management across the typical credit cycle | |
| Diagram 3: Map of Climate risk integration and the credit cycle | Download |
| Diagram 4: Information flows within a typical credit cycle | Download |
| Section 4: Governance and strategy | |
| Module 2: Climate risk maturity assessment | |
| Rubric 1: Climate risk maturity matrix | Download |
| Tool 1: Climate risk maturity assessment | Download |
| Module 3: Climate risk governance framework | |
| Rubric 2: Climate risk governance framework | Download |
| Module 4: Climate risk management policy | |
| Guidance 1: Climate risk management policy ToC (Word) | Download |
| Guidance 2: Climate risk management policy ToC (Excel) | Download |
| Module 5: Climate risk appetite statement | |
| Guidance 3a: Climate risk appetite | Download |
| Guidance 3b: Risk appetite statement | Download |
| Guidance 3c: Materiality thresholds | Download |
| Guidance 3d: Escalation protocols | Download |
Section 5: Screening phase
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| Module 6: Rapid climate risk screening | |
| Guidance 4: Rapid climate risk screening | Download |
| Module 7: Climate finance opportunities identification | |
| Guidance 5: Climate opportunities taxonomy | Download |
| Section 6: Due diligence phase | |
| Module 8: Physical risk assessment | |
| Guidance 6: Physical risk assessment | Download |
| Module 9: Transition risk assessment | |
| Guidance 7: Transition risk assessment | Download |
| Module 10: Financed emissions | |
| Guidance 8a, 8b, 8c: Calculation of financed emissions | Download |
| Module 11: Climate risk data collection | |
| Guidance 9: Recommended fields for climate risk data collection | Download |
| Module 12: Client climate risk maturity assessment | |
| Tool 2: Client climate risk maturity assessment | Download |
Module 13: Materiality quantification
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| Guidance 10a: Qualitative materiality assessment | Download |
| Guidance 10b Quantitative climate risk material quantification for Advanced FIs | Download |
Section 7: Application and approval phase
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| Module 14: Climate risk clauses and action plans | |
| Guidance 11: Climate risk clauses and action plans | Download |
| Tool 3a: Recommended sections for a climate action plan template | Download |
| Tool 3b Recommended sections for a climate action plan template | Download |
| Tool 3c Climate action plan template | Download |
Section 8: Monitoring and reporting phase
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| Module 15: Metrics for tracking client climate performance | |
| Guidance 13: Metrics for tracking client climate performance | Download |
| Module 16: Client engagement on climate risk management | |
| Guidance 14a and 14b: Client engagement on climate risk | Download |
| Module 17: Transition plan development and assessment | |
| Guidance 15a, 15b: Transition plan development and assessment | Download |
| Tool 4: Client transition plan assessment checklist | Download |
| Module 18: Adaptation plan development and assessment | |
| Diagram 4: IIGCC Climate Resilience Investment Framework (CRIF) | Download |
| Guidance 16a and 16b Adaptation plan development and assessment | Download |
| Tool 5: Client adaptation plan assessment checklist | Download |
| Module 19: Science-based target setting | |
| Reference 1: Example sector reference pathways | Download |
| Diagram 5: Developing SBTs | Download |
| Tool 6: Step-by-step process for developing SBTs | Download |
Section 9: Portfolio management and disclosure
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| Module 20: Strategic portfolio management | |
| Guidance 17: Typical metrics for portfolio-level climate risk monitoring | Download |
| Guidance 18: Examples of climate risk monitoring dashboards | Download |
| Module 21: Scenario analysis | |
| Diagram 6: (6a and 6b): Scenario analysis | Download |
| Guidance 19: Segment/portfolio-level scenario analysis | Download |
| Guidance 20: Examples of early warning indicators (EWIs) | Download |
| Module 22: Climate stress testing | |
| Tool 7a, 7b, 7c, 7d: Climate stress testing for physical and transition shocks | Download |
| Guidance 21a: High level approach to climate stress testing (Physical Risks) | Download |
| Guidance 21b: High level approach to climate stress testing (Transition Risks) | Download |
| Module 23: IFRS S2-aligned disclosures | |
| Tool 8: Checklist for IFRS S2-aligned disclosures | Download |
| Section 10: Frequently asked questions (FAQs) | |
Section 11: Selected bibliography
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