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PACTA is a free, first-of-its kind software that analyzes the alignment of equity, bond, or lending portfolios with various climate scenarios.

Building off a vast climate-related financial database, the tool produces a customized, confidential output report that enables users to study the alignment of their portfolios with climate benchmarks, as well as provide a comparison with their peers. The tool also features a stress-testing module that can be used by supervisors and their regulated entities.

PACTA helps investors implement the recommendations of the Task Force on Climate-Related Financial Disclosures (TCFD), as well as comply with related regulations (Article 173 of France’s Law on Energy Transition for Green Growth, upcoming EU disclosure requirements, and more).

Launched in September 2018 with support from UN Principles for Responsible Investment (PRI), PACTA comprises key outputs from two preceding projects: Sustainable Energy Investment (SEI) Metrics and Energy Transition (ET) Risk H2020.

Try out PACTA.

Financial institutions using the tool
900+
Securities covered
30,000+
Companies covered
40,000+
Countries represented among users
69+
What does PACTA do?
PACTA for investment portfolios (available since 2018)
  • Nearly 900 financial institutions with more than $61 trillion in AuM have used the tool to analyze their portfolios
  • Users from 69+ countries
  • 30,000+ securities covered
  • 40,000+ companies covered
  • 230,000+ energy related physical assets covered
PACTA for regulators and supervisors
PACTA for corporate lending
  • 17 major international banks representing approximately 20% of the top 100 worldwide are currently testing the tool: the five Katowice Pledge banks (BBVA, BNP Paribas, ING, Société Générale, Standard Chartered), as well as ABN Amro, Bancolombia, Barclays, Groupe BPCE, Citi, Credit Suisse, Itaú Unibanco, KBC, Nordea, Santander, UBS, and Unicredit
  • Thus far, an estimated $550 billion in assets have been analyzed out of the banks’ ~$18 trillion in total assets (climate-relevant scope)
  • Currently in the road-testing phase, with release of the free, open-source tool slated for 2020
PACTA in emerging markets

In order to help further socialize the PACTA tool, we are also performing outreach and engagement activities in emerging markets with support from the International Climate Initiative (IKI) of the German Environment Ministry. We succeeded in building strong partnerships in Latin America in particular and currently partner with two industry associations: the Colombian Insurers’ Federation (Fasecolda) and the Mexican Federation of Asset Managers (AMIB).

 

The PACTA tool has received funding from the European Union’s Life programme under LIFE Action grant No. GIC/FR/00061 PACTA.

This webpage reflects only the author’s view and the Agency and the Commission are not responsible for any use that may be made of the information it contains.

Related resources

This project was made possible by

Life

German Federal Environment Ministry (BMU)

ClimateWorks Foundation