Asset Impact

Climate commitments are increasing, but the real challenge isn’t setting targets – it’s tracking progress. Many current strategies rely on incomplete or backward-looking data, making it difficult to assess which companies are truly on track. Tomorrow, February 26, Alex Clark, Research Director at Asset Impact and Joe McCabe, CEO of AutoForecast Solutions will discuss: • How forward-looking, asset-based data enhances climate risk analysis • The biggest gaps in corporate climate strategies • What's next for the automotive sector and why it matters for investors Can’t make it live? Register anyway to receive the recording and watch anytime. 🔗 Register here: https://lnkd.in/eC25a7AD

A recent study published in Nature Climate Change found that 40% of climate targets set in 2020 have since failed or disappeared. This raises a critical questions for investors: How to verify the credibility of corporate climate commitments? At Asset Impact, we believe forward-looking, asset-based data is key. By tracking real-world production and CapEx, we provide an independent assessment of whether businesses are truly delivering on their climate goals. Join us on February 26 for a webinar with AutoForecast Solutions LLC, where we’ll dive into this topic – focusing on the automotive sector. Learn how to gain real insights into corporate climate progress, identify risks early, and make more informed investment decisions. 🔗 Register now: https://lnkd.in/eC25a7AD Source: Jiang, X., Kim, S. & Lu, S. Limited accountability and awareness of corporate emissions target outcomes. Nat. Clim. Chang. (2025).

Which power producers are making the biggest strides in improving their emissions intensity? Our new analysis of the US power sector shows that while all 10 of the largest power companies are reducing emissions intensity, the pace and scale of change vary significantly. Some companies are cutting emissions per unit of electricity steadily, while others show sharp drops later in the decade, likely tied to major transitions such as coal plant retirements. • Constellation Energy maintains the lowest emissions intensity throughout, driven by its nuclear-heavy portfolio. • American Electric Power starts with the highest emissions intensity but improves significantly, reducing by around 40% by 2029. • Xcel Energy makes substantial progress, reflecting a shift away from coal toward cleaner energy sources. Lower emissions intensity is a crucial indicator of progress. Tracking these shifts using asset-based data helps investors and financial institutions assess detailed transition risks and opportunities. 💡 Explore the full analysis here: https://lnkd.in/ebJxu53z

The automotive sector plays a critical role in the transition to a low-carbon world, but is it accelerating or putting the brakes on? In 2024, shifting climate commitments, policy pressures, and EV production targets reshaped the industry—but what comes next? In 2 weeks (February 26), join Alex Clark and Joe McCabe from AutoForecast Solutions LLC for a deep dive into: • How automotive companies' climate goals compare to actual progress • The biggest challenges in tracking emissions and production metrics • Key trends that will shape 2025 and beyond If you’re an investor, asset manager, or financial analyst looking for independent, actionable data on the sector, this event is for you. Click the link below to learn more. 🔗 https://lnkd.in/eC25a7AD

Many data providers use broad models and averages that fail to reflect the true emissions profiles of individual companies. These shortcuts not only distort risks but also mask opportunities, leaving investors in the dark. There’s a better way. Asset-based data provides the transparency, granularity, and consistency needed to accurately assess risks, meet reporting requirements, and identify leaders. Ready to move beyond outdated methods? 🔗 https://lnkd.in/epkyZpMN

How are the biggest power generators in the United States aligning with climate goals? We analyzed the absolute emissions, emission intensities, and capacity of ultimate owners to track how the US power sector is evolving in the critical years ahead. Our findings reveal significant differences in strategy and progress—explore the full analysis here: https://lnkd.in/eCBUBJMu Alex Clark Vincent Jerosch-Herold Paul Vozzella Michel Amar Richard Porte

The race to net zero is well underway, with 78% of Fortune 500 companies setting climate targets. But as investors look to manage risks and optimise portfolios a critical question remains—are these companies actually delivering on their commitments? Join us on February 26 for a discussion with Alex Clark, Research Director at Asset Impact and Joe McCabe, CEO at AutoForecast Solutions to examine how the automotive sector is progressing. We’ll cover: • The biggest challenges in assessing corporate climate commitments • How forward-looking, asset-based data provides greater clarity • Key trends shaping the sector in 2025 and beyond Click below to register 🔗 https://lnkd.in/egUPP6P3

Last week the team was at the CFA Society New York’s Sustainable Investing Symposium, to discuss the evolving landscape of financed emissions reporting. Matthew Handford moderated a panel of experts: Jamie Lee Mattison, Emma Sabiiti, CFA, CAIA, CFP, Sarah Wilson, and our own Paul Vozzella. Paul shared three of his takeaways from the discussion: 1️⃣ Measuring emissions is a crucial first step for investors looking to reduce their financed emissions. But accuracy remains a challenge, as attribution factors shift with market conditions and company valuations. Physical emissions intensity tends to provide a more stable measure, but understanding year-over-year changes is essential to assess real progress. 3️⃣ Financed emissions reporting should do more than quantify emissions linked to lending and investment—it should also reveal how financial decisions accelerate or slow corporate decarbonization. Metrics alone aren’t enough; they need to be supported by frameworks that drive meaningful, responsible action. 3️⃣ Regulation is catching up. As emissions data becomes more embedded in regulatory reporting, expect more scrutiny, standardized auditing, and greater adoption of emissions tracking across financial institutions. A very big thank you to CFA New York for hosting an brilliant discussion and to the panelists for sharing their expertise. 📸 : CFA New York

How can we tackle climate risks to build long-term resilience and drive measurable impact? Join us tomorrow at CFA Society New York's Annual Sustainable Investing Symposium. Asset Impact's Paul Vozzella and other industry leaders discuss how to mitigate transition risks, enhance resilience, and drive meaningful engagement using cutting-edge, forward-looking sustainability insights. 📍 In-person, 1540 Broadway, NY 📅 January 29, 2025

We’re thrilled to see Mong-Trang Sarrazin join as Chief Financial Officer! Her impressive background and extensive expertise in corporate finance will drive growth and amplify the impact of both GRESB and Asset Impact.