The ACT Initiative has been developing a range of tools and services for several years to help financial institutions develop a relevant climate strategy, centered on supporting and assessing the companies they finance or invest in. These resources are aimed at all types of financial institutions: banks, institutional investors, asset managers, generalist investors, and private equity firms.

The document below describes how, building on more than 10 years of expertise in climate transition plans, the various ACT Initiative offerings can be used by financial institutions, including:

• Training sessions to raise awareness among your teams of transition plan principles (slides 9 onwards)
• The ACT Step-by-Step Finance methodology (under development) and ACT Finance Assessment methodology to help financial institutions develop and assess their own climate strategy (slides 11 onwards)
• How the ACT Step-by-Step and ACT Assessment methodologies can be used by financial institutions to accelerate the transition of companies in their portfolios (slides 14 onwards)
• How your internal tools for assessing the climate maturity of portfolio companies can be improved through the ACT Review critical review offering (slides 17 onwards).