Module 15 – Metrics for tracking client climate performance
A well-designed climate risk monitoring dashboard is more than just a scorecard or reporting tool. It is a strategic enabler that connects analysis, monitoring, decision-making by:
- Benefits of a climate risk monitoring dashboard
Turning due diligence into actionable metrics
A dashboard converts complex due diligence findings into clear, standardised metrics that business teams can use. This helps front-line teams to act on insights in real time, turning analysis into active risk management.
Creating a single source of truth for climate intelligence
By consolidating climate data across the institution, the dashboard ensures all decision-makers work from the same information, simplifying reconciliation and underpinning reliable internal and external reporting.
Enhancing communications and driving accountability
Developing a dashboard requires consistent data fields and workflow protocols across the institution. This strengthens cross-functional data flows and embeds climate risk management into everyday processes.
Enabling escalation and adaptive management
Dynamic dashboards flag exceptions and breaches, triggering timely interventions when risks intensify or commitments are missed. This shifts institutions from passive risk tracking to active, adaptive management.
Informing strategic decision-making and external reporting
At the portfolio level, dashboards provide data-driven insight for capital allocation, risk appetite calibration and regulatory disclosures, helping to inform future due diligence and long-term strategic risk management.
Guidance 13: Metrics for tracking climate performance
Guidance 13 offers a structured overview of key metrics and indicators that can track climate performance at both client and portfolio levels. These create a clear view of climate risk exposure and transition readiness, while also supporting targeted client engagement to ensure that climate action commitments lead to measurable, verifiable results.
CLICK TO VIEW GUIDANCE 13: Metrics for tracking climate performance.