💼 Step 1: Portfolio Strategy
Configure your portfolio exposure by setting sector allocations and carbon intensities, then optimize financed emissions through strategic capital reallocation. For finance organizations, optimize your portfolio by reallocating capital between sectors to reduce financed emissions while maintaining investment objectives.
Sets the reference year for the portfolio exposure and financed emissions used across all steps.
Portfolio Alignment Summary
2,112
Baseline Emissions (tCO₂e)
2,112
Post-Reallocation
0
Absolute Reduction
0.00
Intensity (tCO₂e/€)
211.2
Required Emissions
1,900.8
Gap (900.0%)
Portfolio Risk Profile
High Intensity (>400 tCO₂e/$1M)22.2%
Medium Intensity (150-400)22.2%
Low Intensity (<150)55.6%
Portfolio Exposure
| Sector | Exposure (€) | Annual Growth % | Carbon Intensity | Attribution | Data Quality | Baseline Emissions | Post-Reallocation | Actions |
|---|---|---|---|---|---|---|---|---|
Energy (oil & gas, utilities) IEA - Energy/utilities highest intensity | tCO₂e/$1M | 700 | 700 | |||||
Materials (steel, cement, chemicals) S&P Global Trucost - Heavy industrial processes | tCO₂e/$1M | 450 | 450 | |||||
Industrials IEA - Manufacturing/heavy equipment | tCO₂e/$1M | 250 | 250 | |||||
Transportation (airlines, shipping, freight) IEA - Airlines/shipping/freight | tCO₂e/$1M | 350 | 350 | |||||
Consumer Goods / Retail / Food Impax Asset Management - Supply chain emissions | tCO₂e/$1M | 140 | 140 | |||||
Real Estate / REITs GMO - Building energy use variation | tCO₂e/$1M | 80 | 80 | |||||
Healthcare / Pharma Impax Asset Management - Pharma/manufacturing | tCO₂e/$1M | 90 | 90 | |||||
Technology (software, IT services, semiconductors) MSCI - Data centers/semiconductors vs software | tCO₂e/$1M | 40 | 40 | |||||
Financial Services (operational) GMO - Operational intensity (financed emissions separate) | tCO₂e/$1M | 12 | 12 |
Portfolio Growth Modeling
Energy (oil & gas, utilities)
%
5-year projection: €1,000,000
Materials (steel, cement, chemicals)
%
5-year projection: €1,000,000
Industrials
%
5-year projection: €1,000,000
Transportation (airlines, shipping, freight)
%
5-year projection: €1,000,000
Consumer Goods / Retail / Food
%
5-year projection: €1,000,000
Real Estate / REITs
%
5-year projection: €1,000,000
Healthcare / Pharma
%
5-year projection: €1,000,000
Technology (software, IT services, semiconductors)
%
5-year projection: €1,000,000
Financial Services (operational)
%
5-year projection: €1,000,000
Capital Reallocation
0
Total Capital Shifted
0.0%
% of Portfolio Shifted
0.00
Avg Intensity Before
0.00
Avg Intensity After
Carbon Price Stress Overlay
Data Quality Transparency
Energy (oil & gas, utilities)Estimated
Materials (steel, cement, chemicals)Estimated
IndustrialsEstimated
Transportation (airlines, shipping, freight)Estimated
Consumer Goods / Retail / FoodEstimated
Real Estate / REITsEstimated
Healthcare / PharmaEstimated
Technology (software, IT services, semiconductors)Estimated
Financial Services (operational)Estimated
Reference Ranges & Terminology
Reference ranges and definitions for portfolio configuration.