The 'Paris Agreement Capital Transition Assessment' (PACTA) analyses the alignment of stocks, bonds and bank loans with a range of climate scenarios. The framework has been invented by Stan Dupre and then co-developed by 2° Investing Initiative teams together with a dozen of research and finance sector partners. Since 2022, it is operated by the Rocky Mountain Institute (RMI).
The PACTA software and web-based solutions are open-source (under MIT licence). They have been co-developed by a dozen of researchers since 2012 together with research partners and financial institutions and made available to all users free-of-charge. As of 2020, about 12M€ have been invested in its development.
Initiated in 2012 and launched in 2015, PACTA is the first of its kind and has been tested by 1,500 organizations including the leading banks, insurers, asset managers and financial supervisors.
Upload your portfolio and download a scenario analysis report (free and anonymous)
Measure the alignment of a corporate lending portfolios with climate goals
Measure the alignment of stock and bonds portfolios with climate scenarios
Assess regulated entities climate risk exposure and alignement with climate goals
General modeling principles, data sources, global parameters, and caveats of the scenario analysis tool.
The document summarizes the key technical components, how they are applied, and how they can be used by financial institutions
Climate scenario analysis on corporate lending portfolios. Co-developed with leading banks.
Results of the application by the Katowice Banks (ING, BBVA, BNP Paribas, Societe Generale, Standard Charter)
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The Hub is a step-by-step guide for all PACTA tool users. It provides comprehensive information on the tool, usage, methodologies and interpretation of results.
As of June 2020, more than 1,500 financial institutions have used the tool to analyze their portfolios. About 600 analysis are performed online each month by users from +90 countries.
PACTA as been co-developed by 2° Investing Initiative in collaboration with the 'Katowice banks' and financed by several grants from the EC and other funders (see details here). Creators and funders are not responsible for any use that may be made of the PACTA tool and/or any information on this website.