Skip to main content

Assessing Corporate Climate Transition Plans: A Checklist for Investors

Posted on April 3, 2025

Morningstar Sustainalytics
Morningstar Sustainalytics

For institutional investors managing climate transition risk, knowing whether a company has a climate transition plan is no longer enough. The transition to a low-carbon economy poses serious regulatory, market and technology, and reputational risks to companies, particularly those without a clear and robust plan to meet decarbonization targets.

To better manage the related risks to their portfolios, investors now need to thoroughly analyze companies, determine whether they have a transition plan in place, and if so, assess its credibility. Click here or on the image below to learn what investors will need to consider as they evaluate the credibility of corporate transition plans.

For full details download The Investor’s Guide to Assessing Corporate Climate Transition Plans

Assessing Corporate Climate Transition Plans - Checklist

Recent Content

Mountains, fields and trees

Infographic | Three Key Steps for Investors to Help Decarbonize the Real Economy

An infographic detailing steps for investors to help decarbonize the real economy.

Wind turbine in a field

Assessing Corporate Climate Transition Plans: A Checklist for Investors

A checklist for institutional investors looking to analyze the credibility of corporate climate transition plans.

Forest of evergreen trees

Infographic | Mapping International Sustainability Rules

This infographic highlights the key focus areas of select sustainability-related regulations from across regions.

null

Infographic | Combatting Investment Greenwashing Through a Double Materiality Approach

Learn how a double materiality investment approach can help mitigate greenwashing risks in sustainable investments.