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OPEN-SOURCE PORTFOLIO CLIMATE ANALYTICS

Portfolio climate scenario analysis

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).

Open-source and free software

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.

First mover and market leader

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.

Go to the dedicated website

Download the software

PACTA SaaS

PACTA for Banks

PACTA for Banks

Upload your portfolio and download a scenario analysis report (free and anonymous)

Upload your portfolio

PACTA for Banks

PACTA for Banks

PACTA for Banks

Measure the alignment of a corporate lending portfolios with climate goals

Download the software

PACTA for Investors

PACTA for Authorities

PACTA for Authorities

Measure the alignment of stock and bonds portfolios with climate scenarios 

Download the software

PACTA for Authorities

PACTA for Authorities

PACTA for Authorities

Assess regulated entities climate risk exposure and alignement with climate goals

Learn more

Methodology and supporting documents

Methodology overview

Briefing for investors

Briefing for investors

General modeling principles, data sources, global parameters, and caveats of the scenario analysis tool.

Download (6 pages)

Briefing for investors

Briefing for investors

Briefing for investors

The document summarizes the key technical components, how they are applied, and how they can be used by financial institutions 

Download (30 pages)

Methodology for Banks

Briefing for investors

Methodology for Banks

 Climate scenario analysis on corporate lending portfolios. Co-developed with leading banks.

Download (70 pages)

Application by banks

Training package for banks

Methodology for Banks

 Results of the application by the Katowice Banks (ING, BBVA, BNP Paribas, Societe Generale, Standard Charter)

Download (50 pages)

Training package for banks

Training package for banks

Training package for banks

Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself, let folks know.

Webpage

Knowledge hub

Training package for banks

Training package for banks

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. 

Go to the hub

Key figures on PACTA uptake

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. 

June 2020 figures

Sample of PACTA users

Click on the logo to go to their webpage

Users's climate disclosure & research

Click on the image to open the documents

Sample of scenario analysis results from 2°Investing Initiative's papers

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.

Go to PACTA dedicated website
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