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).