ESG, Climate & Transition-Finance Solution for Financial Institutions
Portfolio ESG analytics + climate-scenario assessment + transition finance + sustainability disclosure. For banks, asset managers, insurers and securities firms — turning investee carbon and ESG data into decision-ready, disclosure-ready portfolio insight.
Five challenges for financial institutions
As sustainable-finance disclosure tightens and climate risk enters prudential management, institutions need ESG data spanning investees and themselves.
Portfolio ESG scoring
Portfolio-level scores need investees’ actual ESG / carbon data, not just third-party ratings.
Climate-scenario analysis
TCFD physical and transition-risk assessment requires NGFS scenarios and sector vulnerability for portfolio stress tests.
Transition-finance assessment
Green credit, transition bonds and sustainability-linked loans need sector pathways and project-level reductions.
ISSB / PBOC / CSRD disclosure
IFRS S2 (with MoF alignment) and PBOC green-finance rules demand quantified financed-emissions data.
Own-operations carbon neutrality
The institution’s own branches and data-centre emissions and neutrality pathway also require disclosure.
Financed-emissions data access
Investee carbon data is scattered and inconsistent, lacking an efficient channel to collect and verify.
AMT green-enablement capabilities for financial institutions
From investee-data collection to portfolio analytics and own disclosure — capabilities spanning the full sustainable-finance workflow.
Investee ESG / carbon data collection
Collect verified carbon and ESG data from investees online via Carbon-Link, on a consistent basis.
Climate-scenario analysis
Built-in NGFS six scenarios and sector-vulnerability models output portfolio-level physical and transition exposure.
Transition-finance assessment
A sector-pathway library plus project-level reduction accounting to support green/transition pricing and labelling.
Own ESG disclosure
ISSB / CSRD / PBOC multi-framework reports including financed emissions (PCAF basis) and own operations.
Portfolio carbon & ESG dashboard
Multi-dimensional views of portfolio carbon intensity and ESG performance by sector, region and rating.
Trusted Data Space
Data collaboration between investees and the institution without exposing raw data, meeting confidentiality and compliance needs.
Applicable rules & frameworks
This solution aligns with mainstream sustainable-disclosure and climate-risk rules for financial institutions.
Recommended AMT products
Hand-picked from the 13-product matrix for data collection, portfolio disclosure and reduction assessment.
Collect verified carbon data from investees online.
View productISSB / CSRD / PBOC multi-framework disclosure.
View productOwn-operations carbon and financed emissions.
View productTransition pathways and project-level reduction assessment.
View productPortfolio data aggregation & governance.
View productScenario interpretation and AI-assisted disclosure.
View productAnonymized quantified results
Representative outcomes for financial-institution customers on AMT.
* Representative, anonymized results — not tied to any specific customer; actual outcomes vary by baseline and scope.
Financial-institution cases
Fully anonymized, representative cases across banks, asset managers and insurers.
A city commercial bank → portfolio ESG + climate scenarios
Portfolio carbon intensity and NGFS exposure visualized to support green-credit decisions.
An asset manager → investee carbon-data collection
Collected investee carbon data on a consistent basis via Carbon-Link, raising disclosure quality.
An insurer → own-operations neutrality + ISSB disclosure
Branch and data-centre inventories connected; ISSB reports generated in one click.
Green compliance touches sensitive data. AMT is built on enterprise-grade security and privacy, enabling multi-party collaboration without exposing raw data.
- ISO 27001 ISMS certified
- CAC cross-border data filing / SCC
- Aligned with Shanghai FTZ negative list
- Trusted Data Space — collaborate without exposing raw data
Turn sustainable finance into an edge
Tell us your business lines and disclosure needs — AMT advisors will tailor a portfolio-analytics and disclosure plan.

