Asset Managers

Our solution for asset managers allows for credible emissions reporting of your portfolio.

Overview

The asset management’s role in the growth of sustainable investing is key to the transition to a low carbon economy. Asset managers have a powerful & influential voice with which to drive responsible investment forward, and to help shape the investment supply chain, and the broader financial services industry.

Climate-related considerations can mitigate risk management and improve investment outcomes bringing opportunities and challenges for asset managers. Institutional Investors will need to consider climate risk on both an enterprise level and on the level of individual portfolios and funds.

Stakeholder demands are driving asset managers’ ESG focus. The asset management industry has a long history of stewardship, but it’s indisputable that the evolution of principles-based regulation is a crucial driver of ESG and climate trends. In order to maintain and attract new investments, a robust ESG strategy is critical to success. Persefoni enables consistency when communicating  to stakeholders allowing for more frequent reporting in real time. Financial institutions will require more trustworthy data than they have today to better assess ample investment opportunities and promote transparency when reporting to stakeholders. Higher quality and more consistent data will help investors understand what they are investing in and how to best integrate climate into their ESG strategy. While ESG has traditionally been thought of as difficult to quantify, Persefoni prioritizes transparent, consistent, and accurate company disclosure. Persefoni works to simplify carbon accounting by having codified the Greenhouse Gas Protocol (GHGP) and Partnership for Carbon Accounting Financials (PCAF.) You’ll know where your footprint is derived from and free of data gaps. 

With Persefoni, asset managers can move beyond tactical carbon accounting and begin  incorporating climate-related decisions at the entity level and for product or portfolio-level-disclosure. Our solution allows for analysis across  a core set of metrics from your investment workflows across various instruments including listed and private equity, corporate bonds, project finance, loans and commercial real estate investment. Our process helps you adhere to emerging regulations and account for institutional investor pressure for ESG considerations.

Climate Impact Benchmarking
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Integrating climate related decisions to investment strategy is at its core a data problem, requiring more granular data beyond ESG ratings and a single source of truth. Persefoni’s solution enables investors to complete a broad-based portfolio carbon calculation for Scopes 1-3 using the Partnership for Carbon Accounting Financials (PCAF) methodology across its public and private investments and various asset classes. 

With Persefoni, there is no risk of having data gaps or unexplainable calculations. The proposed approach aims to bring into scope asset management activities conducted by private equity and other private market firms as well as public markets. Persefoni will return the total emissions attributed to a portfolio, where in-scope company emissions, Scope 1, 2 and 3, are apportioned based on a relevant ownership ratio. In addition, asset managers will need to ensure their own proprietary processes for calculating climate risk are robust, and be able to demonstrate to regulators that the appropriate level of research and due diligence has been carried out to identify specific climate risks affecting the valuation and financial performance of the companies they invest in. With our Footprint Ledger, all activity data is tracked in one place providing a single source of truth to data across your entire portfolio. This is a useful resource when adhering to regulatory requirements, stakeholder requests, or potential audits.  The use of carbon-related disclosures in the regulatory landscape is evolving rapidly. Since 2021, new regulations based on the Task Force for Climate-Related Disclosures (TCFD) have been emerging throughout the US, UK, Europe, and Hong Kong. They are recommending or requiring  carbon accounting metrics disclosures with a similar robustness to financial disclosures. Persefoni follows the GHGP and PCAF calculation results that can be used for all major sustainability reporting frameworks and is transparent and auditable by assurance providers. We’re a software company that hires the best of the best when it comes to sustainability expertise, collectively measuring thousands of carbon footprints and helping asset managers and asset owners, set and achieve decarbonization plans. We’ve formed complementary partnerships across the financial services ecosystem to ensure asset managers are well-placed to execute their world-class ESG plans.

See Portfolio Analytics in Action

パーセフォニと気候テック

業界の最新動向や、炭素会計にまつわる最新ニュース

ブログ
2022年8月8日
炭素会計のパーセフォニと脱炭素化コンサルティングのウェイストボックスが業務提携排出量算出から脱炭素施策のコンサルティングまでを一括で提供

企業の脱炭素化が急務となっている背景として、地球温暖化が数十年来進行しており、このまま進行すると将来、災害の増加や生態系の変化によって、森林や生物資源の減少のほか、人類の健康や居住域に多大な影響を与えるとみられています。そのため、日本政府による2050 年までのカーボンニュートラル達成目標の設定や、東京証券取引所によるTCFD(気候関連財務情報開示タスクフォース)※の要請に即した上場企業の気候変動に関する情報開示基準の強化に伴い、企業や金融機関が 炭素排出量の削減への取り組みを進めています。

炭素排出量を削減する取り組みの基本は、炭素排出量の管理と把握、排出量削減目標の設定、脱炭素戦略の策定と実行を永続的に行う、脱炭素のオペレーションサイクルを構築することです。しかし、こうした取り組みに未着手、あるいは最近始めたばかりの企業や団体も多く、具体的に何から実施すればよいか分からない、あるいは着手していても、十分な知識やノウハウが無いため効率的に進められないという状況がみられます。そのため、国内外の炭素排出量の管理と脱炭素目標の設定におけるシステムソリューションを提供するパーセフォニと、炭素会計や炭素排出量に基づいた削減活動のコンサルティングにおいて日本のリーディングカンパニーであるウェイストボックスが、共同で企業や団体の脱炭素化を支援します。温室効果ガスの国際的な測定基準であるGHGプロトコルやPCAF(金融機関向けの国際的な炭素会計パートナーシップ)に基づいた国内外のサプライチェーンおよび金融機関の投融資先の炭素排出量の算出が可能です。