YvesBlue provides a comprehensive portfolio-level Carbon Report and a Report Card for asset managers to analyze carbon performance at the company and fund levels.
What can I Analyze with the Carbon Report?
There are several sections within the Carbon Report that break down the dimensions of your portfolio’s carbon performance. Browse through the tables and sort columns to narrow down your results. Chart filters narrow down long lists of holdings and surface the most relevant results.
The following sections are included in the Portfolio Summary:
Carbon Ownership & Intensity
Sector Allocation & Attribution
Solution Company Holdings
Power Company Transition
Leaders & Laggards
Science Based Targets Initiative
2030 Budget Projections
Carbon Tax Exposure
Renewable Energy Purchasing
Open your dashboard and open a portfolio.
Click the Carbon Report tab at the top and click Metrics.
Analyze your portfolio’s carbon performance.
How Are the Results of Your Portfolio's Carbon Performance Metrics Calculated?
You can read the methodology document on the Carbon Report here.
Exporting your Carbon Data
Export your Carbon Report to PDF by clicking the export button.
Company Carbon Report Card
The Company Carbon Report Card provides quick reference and context for entity level climate related performance. These metrics represent risk or opportunity amidst various drivers such as carbon footprint and intensity, progress towards achieving zero emissions by 2030, climate leader status, and the annual cost of carbon.
To view a Company Carbon Report Card, navigate to any company page on YvesBlue.
Fund Carbon Report Card
The Fund Carbon Report Card provides quick reference and context for the fund’s climate related performance. These metrics use the S&P 500 as a benchmark and represent risk or opportunity amidst various drivers such as carbon footprint and intensity, the number of climate solution companies in the fund, annual carbon cost, and average renewable energy usage.
To view a Fund Carbon Report Card, navigate to any fund page on YvesBlue.