Industry Framework

ICSWG additional climate change metrics — assessed per the DWP TCFD statutory guidance (Oct 2022)

12%
Avg. climate solutions
EU taxonomy aligned revenue
15%
Avg. green CapEx/OpEx
EU taxonomy aligned expenditure
11.5%
Avg. climate VaR
portfolio value at risk
190
Avg. carbon intensity
tCO₂e / £m invested
About these metrics (ICSWG, March 2025)

These four metrics follow the DWP's 2022 statutory guidance on TCFD reporting, interpreted via ICSWG consensus recommendations. Physical risk is assessed under a failed transition (≥3°C) scenario; transition risk under a disorderly transition (Paris-misaligned) scenario. Climate solutions = % of revenue aligned to EU taxonomy climate mitigation/adaptation categories. Green CapEx/OpEx = weighted average of EU taxonomy aligned capital and operational expenditure as a proportion of total expenditure.

Physical Risk ExposureFailed transition (≥3°C scenario)
High
Medium
Low
% of mandate portfolio
BlackRock
18%
42%
40%
91% data coverage
Legal & General (LGIM)
14%
38%
48%
94% data coverage
State Street Global Advisors
24%
44%
32%
86% data coverage
UBS Asset Management
28%
40%
32%
74% data coverage
Amundi
20%
40%
40%
89% data coverage
Schroders
38%
40%
22%
68% data coverage

Source: ICSWG Additional Climate Change Metrics framework (March 2025). High = upper quintile of risk vs investment universe; Medium = median–upper quintile; Low = below median.

Transition Risk ExposureDisorderly transition (Paris-misaligned)
High
Medium
Low
% of mandate portfolio
BlackRock
22%
38%
40%
88% data coverage
Legal & General (LGIM)
18%
34%
48%
92% data coverage
State Street Global Advisors
28%
40%
32%
82% data coverage
UBS Asset Management
32%
38%
30%
70% data coverage
Amundi
24%
36%
40%
86% data coverage
Schroders
42%
36%
22%
62% data coverage

Source: ICSWG Additional Climate Change Metrics framework (March 2025). High = upper quintile of risk vs investment universe; Medium = median–upper quintile; Low = below median.

Climate Opportunities & Carbon Metrics — by Manager

ManagerClimate solutions %Green CapEx/OpEx %Climate VaRCarbon intensityYoY changeNet zero alignedParis aligned
BlackRock14%(84% cov.)18%(78% cov.)8.2%142 tCO₂e/£m-12%68%42%
Legal & General (LGIM)18%(88% cov.)22%(82% cov.)6.8%118 tCO₂e/£m-18%78%54%
State Street Global Advisors11%(78% cov.)13%(70% cov.)11.4%188 tCO₂e/£m-4%52%28%
UBS Asset Management8%(66% cov.)10%(60% cov.)14.2%224 tCO₂e/£m+6%44%22%
Amundi16%(82% cov.)19%(76% cov.)9.6%158 tCO₂e/£m-9%62%38%
Schroders5%(58% cov.)6%(52% cov.)18.8%312 tCO₂e/£m+14%28%12%

Climate solutions and Green CapEx/OpEx based on EU taxonomy climate mitigation and adaptation categories per ICSWG recommendations. Carbon intensity = portfolio-weighted tCO₂e per £1m invested (Scope 1 + 2). Climate VaR = estimated % of portfolio value at risk under a 1.5°C disorderly transition scenario. Data coverage shown in brackets.

ICSWG Climate Investing Framework — Manager Journey Assessment

Monitoring

Gathering climate data, measuring physical & transition risk exposure, assessing carbon intensity

Engagement

Engaging with companies on climate transition plans, stewardship for real-world impact, policy collaboration

Investing for Impact

Allocating to climate solutions, transition finance, considering additionality and primary vs. secondary market impact

ManagerMonitoring maturityEngagement maturityImpact investing
BlackRockAdvancedDevelopingEmerging
Legal & General (LGIM)AdvancedAdvancedDeveloping
State Street Global AdvisorsDevelopingDevelopingEmerging
UBS Asset ManagementDevelopingEmergingEmerging
AmundiAdvancedDevelopingDeveloping
SchrodersEmergingEmergingEarly stage