{"query_echo":{"q":"","filters":{"analysis_type":["screening criteria"]},"warnings":[{"code":"facet_value_not_in_vocabulary","message":"Value 'screening criteria' for facet 'analysis_type' is not in the controlled vocabulary."}]},"total":{"value":6,"relation":"eq"},"page":1,"page_size":20,"self":"https://climateinsightsdirectory.org/api/v1/search?analysis_type=screening+criteria","stability":"beta","ai_marking":{"digital_source_type":{"uri":"http://cv.iptc.org/newscodes/digitalsourcetype/trainedAlgorithmicMedia","name":"Created using Generative AI"},"notice":"Summary and key insights are generated using artificial intelligence."},"results":[{"id":"clibonds-000720","url":"https://climateinsightsdirectory.org/document/clibonds-000720","title":"Climate Bonds Core Methodology for Data Products","publisher":{"name":"Climate Bonds Initiative","organization":"climate-bonds-initiative"},"document_type":"guide","language":"en","date_published":"2026-03","source_url":"https://www.climatebonds.net/files/documents/publications/Core-Methodology-for-Data-Products_01A-1.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","analysis_type"],"summary":{"text":"The Climate Bonds Core Methodology for Data Products provides a science-based framework for evaluating labelled-debt instruments, including green, social, sustainability, and sustainability-linked bonds. It employs a tiered system consisting of the Core Methodology, dataset-level methodologies, and an internal screening library to ensure consistency and credibility. Instruments are screened based on their use-of-proceeds (UoP) or key performance indicators (KPIs) and classified as 'aligned', 'not aligned', or 'pending'. The framework prioritizes avoiding 'fossil-fuel lock-in' and uses a materiality-based approach for tagging sub-themes such as biodiversity and climate resilience. While external reviews are considered supplementary, alignment is determined independently through a systematic review of issuer disclosures and formal transaction documentation.","ai_generated":true,"unit":"clibonds-000720#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The methodology applies to all labelled-debt instruments claiming environmental, social, sustainability, or performance-linked objectives, including green, social, sustainability, sustainability-linked bonds (SLBs), and emerging labels like transition or blue bonds.","ai_generated":true,"unit":"clibonds-000720#insight-1","date_modified":"2026-10-23"},{"text":"Climate Bonds uses a binary classification system to determine if a bond is 'aligned' (credibly contributing to objectives) or 'not aligned' (lacking credibility, ambition, or transparency), with a 'pending' status for cases with insufficient public disclosure.","ai_generated":true,"unit":"clibonds-000720#insight-2","date_modified":"2026-10-23"},{"text":"The framework utilizes a high-level exclusion principle focused on preventing 'fossil-fuel lock-in'—defined as long-term dependence on fossil-fuel infrastructure—rather than a comprehensive 'do no significant harm' (DNSH) framework.","ai_generated":true,"unit":"clibonds-000720#insight-3","date_modified":"2026-10-23"},{"text":"Sub-themes (such as blue, biodiversity, gender, just transition, methane, and climate resilience) are assigned based on a materiality assessment to provide a label-agnostic view of what an instrument funds, allowing for multi-tagging where overlaps occur.","ai_generated":true,"unit":"clibonds-000720#insight-4","date_modified":"2026-10-23"},{"text":"The screening process relies primarily on formal transaction documentation and issuer disclosures; external reviews (such as SPOs) are treated as supplementary inputs and do not guarantee automatic inclusion or alignment.","ai_generated":true,"unit":"clibonds-000720#insight-5","date_modified":"2026-10-23"},{"text":"A '10% flexibility margin' may be applied in certain datasets to allow for a small share of non-eligible components, provided they are incidental and do not conflict with climate mitigation objectives or breach safeguards.","ai_generated":true,"unit":"clibonds-000720#insight-6","date_modified":"2026-10-23"}],"climate_tags":["climate bond","climate finance","biodiversity","just transition","climate resilience","methane","gender"],"geography_discussed":[],"frame_perspective":[],"analysis_type":["methodological framework","screening criteria"]},{"id":"clibonds-000630","url":"https://climateinsightsdirectory.org/document/clibonds-000630","title":"Sustainability-Linked Bond Database Methodology","publisher":{"name":"Climate Bonds Initiative","organization":"climate-bonds-initiative"},"document_type":"guide","language":"en","date_published":"2023-06","source_url":"https://www.climatebonds.net/files/drupal-files/files/CBI_Method_SLBD.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","analysis_type"],"summary":{"text":"The Climate Bonds Initiative (CBI) establishes a screening process for sustainability-linked bonds (SLBs) to ensure they drive genuine decarbonisation. Inclusion requires eligible debt instruments to be self-labelled as SLBs and provide public disclosure of sustainability performance targets (SPTs). CBI assesses these targets against 1.5°C-aligned sectoral pathways from CBI, the Transition Pathway Initiative (TPI), the Science Based Targets Initiative (SBTi), and CRREM. Bonds are categorized as 'Fully-aligned', 'Strongly-aligned', 'Aligning', or 'not-aligned' based on their adherence to these pathways and the presence of comprehensive transition plans. The methodology specifically mandates scope 3 emission targets for companies selling fossil fuel products and airports.","ai_generated":true,"unit":"clibonds-000630#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"To be included in the SLB database, an instrument must meet three conditions: it must be an eligible debt instrument (such as bonds, sukuk, or Schuldscheine), it must be self-labelled as an SLB or similar term, and it must provide adequate public disclosure of its sustainability performance targets (SPTs). Sustainability-linked loans are explicitly excluded due to a lack of disclosure regarding KPIs and SPTs.","ai_generated":true,"unit":"clibonds-000630#insight-1","date_modified":"2026-10-23"},{"text":"CBI categorizes SLBs into four alignment levels based on their SPTs: 'Fully-aligned' if they meet the relevant emission pathway; 'Strongly-aligned' if they will meet the pathway by 2030; 'Aligning' if they meet the slope of the pathway and have a comprehensive transition plan; and 'not-aligned'.","ai_generated":true,"unit":"clibonds-000630#insight-2","date_modified":"2026-10-23"},{"text":"For an SLB to be considered 'Aligning', the issuer must provide a transition plan containing three specific elements: a publicly disclosed action plan for decarbonisation (including assets and activity changes), a financing plan with disclosed capex allocation, and a governance mechanism such as a dedicated sustainability board member or committee.","ai_generated":true,"unit":"clibonds-000630#insight-3","date_modified":"2026-10-23"},{"text":"The methodology mandates strict emission scope requirements: companies selling fossil gas or other fossil fuel products must include scope 3 emission reduction targets. Airports must include emissions from the flights they enable as part of Scope 3 Category 11.","ai_generated":true,"unit":"clibonds-000630#insight-4","date_modified":"2026-10-23"},{"text":"CBI utilizes a variety of sectoral pathways to assess SPT ambition, prioritizing 1.5°C-aligned pathways. These include CBI's own criteria for Cement, Steel, and Basic Chemicals, as well as third-party pathways from the Transition Pathway Initiative (TPI), Science Based Targets Initiative (SBTi), and the Carbon Risk Real Estate Monitor (CRREM).","ai_generated":true,"unit":"clibonds-000630#insight-5","date_modified":"2026-10-23"},{"text":"Targets that rely on carbon offsets by more than 10% are disqualified from being considered aligned in the SLB database. Additionally, economic intensity targets are not accepted for assessment against sectoral pathways.","ai_generated":true,"unit":"clibonds-000630#insight-6","date_modified":"2026-10-23"}],"climate_tags":["decarbonization","climate change mitigation","Scope 2","Scope 3","1.5 degree Celsius climate target","carbon offset","sustainable finance","Nationally Determined Contributions"],"geography_discussed":[],"frame_perspective":[],"analysis_type":["methodology","screening criteria"]},{"id":"clibonds-000741","url":"https://climateinsightsdirectory.org/document/clibonds-000741","title":"可持续发展挂钩债券数据库 方法论","publisher":{"name":"Climate Bonds Initiative","organization":"climate-bonds-initiative"},"document_type":"guide","language":"zh","date_published":"2023-06","source_url":"https://www.climatebonds.net/files/documents/publications/%E5%8F%AF%E6%8C%81%E7%BB%AD%E5%8F%91%E5%B1%95%E6%8C%82%E9%92%A9%E5%80%BA%E5%88%B8%E6%95%B0%E6%8D%AE%E5%BA%93-%E6%96%B9%E6%B3%95%E8%AE%BA_2025-02-17-162839_dopp.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","analysis_type"],"summary":{"text":"The Climate Bonds Initiative (CBI) establishes a methodology to track Sustainability Linked Bonds (SLBs) that support decarbonization. To be included, instruments must be certifiable debt, self-labeled as SLBs or similar, and provide sufficient disclosure of Sustainability Performance Targets (SPTs). CBI assesses these targets against 1.5°C-aligned industry pathways, categorizing bonds as 'Fully-aligned', 'Strongly-aligned', or 'Aligning' based on their consistency with these paths and the presence of comprehensive transition plans. The methodology emphasizes the inclusion of material emissions (Scopes 1, 2, and 3) and utilizes both CBI-specific and third-party pathways (e.g., TPI, SBTi, CRREM) to evaluate various sectors including cement, steel, and aviation.","ai_generated":true,"unit":"clibonds-000741#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"To be included in the SLB database, a transaction must meet three specific criteria: it must be a certifiable debt instrument (excluding sustainability-linked loans due to insufficient disclosure), it must have a certifiable label such as 'Sustainability-linked' or 'ESG-linked', and it must provide sufficient public disclosure to verify that Sustainability Performance Targets (SPTs) are ambitious.","ai_generated":true,"unit":"clibonds-000741#insight-1","date_modified":"2026-10-23"}],"climate_tags":["decarbonization","greenhouse gas emissions","Paris Agreement","Net-zero emissions","climate finance","carbon offset","Nationally Determined Contributions"],"geography_discussed":[],"frame_perspective":[],"analysis_type":["methodology","screening criteria","alignment assessment"]},{"id":"clibonds-000742","url":"https://climateinsightsdirectory.org/document/clibonds-000742","title":"绿色债券数据库方法论","publisher":{"name":"Climate Bonds Initiative","organization":"climate-bonds-initiative"},"document_type":"guide","language":"zh","date_published":"2022-10","source_url":"https://www.climatebonds.net/files/documents/publications/%E6%B0%94%E5%80%99%E5%80%BA%E5%88%B8%E5%80%A1%E8%AE%AE%E7%BB%84%E7%BB%87-%E7%BB%BF%E8%89%B2%E5%80%BA%E5%88%B8%E6%95%B0%E6%8D%AE%E5%BA%93-%E6%96%B9%E6%B3%95%E8%AE%BA_2025-02-17-162904_evyk.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The document details the criteria and multi-step screening process for the CBI Green Bond Database, emphasizing self-labeling, public disclosure, and alignment with the Climate Bonds Taxonomy and Sector Criteria. It defines eligible assets across energy, transport, water, waste, land use, and industry, while explicitly excluding fossil fuel-related activities. The methodology also addresses the treatment of adaptation and resilience measures, R&D expenditures, and the relationship between the database and the formal CBI Certification Scheme.","ai_generated":true,"unit":"clibonds-000742#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"To be included in the CBI Green Bond Database, a debt instrument must meet three primary prerequisites: it must be a debt tool (excluding short-term debt like deposits), it must be self-labeled by the issuer, and it must have sufficient public disclosure to prove the green nature of the financed assets and provide basic transaction data.","ai_generated":true,"unit":"clibonds-000742#insight-1","date_modified":"2026-10-23"},{"text":"The screening process consists of three steps: identifying climate-themed self-labeled debt, screening sectors and green credentials based on the Climate Bonds Taxonomy and Sector Criteria, and ensuring that 100% of net proceeds are allocated to eligible green assets, projects, or activities.","ai_generated":true,"unit":"clibonds-000742#insight-2","date_modified":"2026-10-23"},{"text":"The methodology allows for the inclusion of climate change adaptation and resilience measures, provided the issuer can demonstrate an understanding of climate risks and that the financing does not support assets that undermine mitigation goals.","ai_generated":true,"unit":"clibonds-000742#insight-3","date_modified":"2026-10-23"},{"text":"For the building sector, CBI is tightening standards; eligible upgrades must now demonstrate an energy efficiency improvement of at least 30%, or meet specific high-level certifications such as LEED Gold or Platinum.","ai_generated":true,"unit":"clibonds-000742#insight-4","date_modified":"2026-10-23"},{"text":"Research and development (R&D) is supported, with 'late-stage R&D' being easier to evaluate due to more quantifiable climate benefits. 'Early-stage R&D' is eligible only if accompanied by a clear strategy and climate-related goals.","ai_generated":true,"unit":"clibonds-000742#insight-5","date_modified":"2026-10-23"},{"text":"The CBI Green Bond Database is distinct from the CBI Certification Scheme; while certified bonds are generally eligible, the database also includes self-labeled bonds that may not be formally certified but meet the screening criteria.","ai_generated":true,"unit":"clibonds-000742#insight-6","date_modified":"2026-10-23"}],"climate_tags":["climate bond","climate finance","energy transition","climate change mitigation","climate change adaptation","climate resilience","energy efficiency","renewable energy","sustainable agriculture","circular economy","carbon capture and storage","Paris Agreement"],"geography_discussed":["United States"],"frame_perspective":[],"analysis_type":["methodology","screening criteria"]},{"id":"clibonds-000653","url":"https://climateinsightsdirectory.org/document/clibonds-000653","title":"绿色债券数据库评估方法","publisher":{"name":"Climate Bonds Initiative","organization":"climate-bonds-initiative"},"document_type":"guide","language":"zh","date_published":"2018-09","source_url":"https://www.climatebonds.net/files/drupal-files/files/Climate%20Bonds%20Initiative_Green%20Bond%20Database%20Methodology_Chinese%20version_final(1).pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","analysis_type"],"summary":{"text":"The Climate Bonds Initiative (CBI) employs a three-step screening process to identify and validate green bonds and loans for its database. This involves identifying self-labeled green instruments, verifying alignment with the Climate Bonds Taxonomy across eight sectors, and ensuring at least 95% of proceeds are allocated to eligible green assets. The methodology explicitly excludes fossil fuel energy and projects that extend the life of fossil fuel assets. Instruments are categorized as included, pending, or excluded, with a mechanism for reclassification based on new data or updated scientific criteria.","ai_generated":true,"unit":"clibonds-000653#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The process for classifying a green bond as eligible consists of three steps: identifying the labeled green bond, screening the assets or projects for alignment with the Climate Bonds Taxonomy, and judging whether the proceeds are used for eligible projects or assets.","ai_generated":true,"unit":"clibonds-000653#insight-1","date_modified":"2026-10-23"},{"text":"The Climate Bonds Taxonomy covers eight categories: energy, transport, buildings, water management, waste management and pollution control, nature-based assets (including land use, agriculture, and forestry), industrial and energy-intensive businesses, and information and communication technology (ICT).","ai_generated":true,"unit":"clibonds-000653#insight-2","date_modified":"2026-10-23"}],"climate_tags":["climate bond","renewable energy","energy efficiency","sustainable transport","green building","water management","waste management","nature-based solutions","Industrial decarbonization","climate finance","fossil-fuel divestment","Paris Agreement"],"geography_discussed":[],"frame_perspective":[],"analysis_type":["methodology","screening criteria"]},{"id":"clibonds-000666","url":"https://climateinsightsdirectory.org/document/clibonds-000666","title":"GREEN BOND SCREENING METHODOLOGY","publisher":{"name":"Climate Bonds Initiative","organization":"climate-bonds-initiative"},"document_type":"guide","language":"en","date_published":"2018-09","source_url":"https://www.climatebonds.net/files/drupal-files/files/Climate-Bonds-Initiative_GreenBondMethodology_092018.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The Climate Bonds Initiative (CBI) employs a three-step screening process to identify eligible green bonds and loans for its database: identifying green-labelled bonds, screening assets against the Climate Bonds Taxonomy, and evaluating the allocation of proceeds. To be included, a bond must allocate at least 95% of its proceeds to aligned green assets; any bond where more than 5% of proceeds are used for working capital, social projects, or non-aligned assets is excluded. The methodology explicitly excludes fossil fuel energy and any assets that extend the life of fossil fuel usage, such as 'clean coal'. The Climate Bonds Taxonomy covers eight categories: energy, transport, buildings, water management, waste management & pollution control, nature-based assets, industry & energy-intensive commercial, and information technology & communications (ICT).","ai_generated":true,"unit":"clibonds-000666#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"The CBI uses a three-step process to determine if a green bond is eligible for its database: identifying green-themed labelled bonds, screening projects or assets for alignment with the Climate Bonds Taxonomy, and evaluating the allocation of proceeds.","ai_generated":true,"unit":"clibonds-000666#insight-1","date_modified":"2026-10-23"},{"text":"A bond is only eligible for the CBI Green Bond Database if it is expected to allocate at least 95% of its proceeds to aligned green assets.","ai_generated":true,"unit":"clibonds-000666#insight-2","date_modified":"2026-10-23"},{"text":"Bonds are excluded if more than 5% of proceeds are allocated to working capital, social assets/projects, or assets not aligned with the Climate Bonds Taxonomy, or if there is insufficient information to determine alignment.","ai_generated":true,"unit":"clibonds-000666#insight-3","date_modified":"2026-10-23"},{"text":"The Climate Bonds Taxonomy explicitly excludes fossil fuel energy and any assets or processes that extend the operational life of fossil fuel assets, specifically mentioning that 'clean coal' is excluded.","ai_generated":true,"unit":"clibonds-000666#insight-4","date_modified":"2026-10-23"},{"text":"The Climate Bonds Taxonomy is organized into eight distinct categories: Energy, Transport, Buildings, Water management, Waste management & pollution control, Nature-based assets (including land use, agriculture & forestry), Industry & energy-intensive commercial, and Information technology & communications (ICT).","ai_generated":true,"unit":"clibonds-000666#insight-5","date_modified":"2026-10-23"},{"text":"Bonds that cannot be immediately classified due to insufficient information are marked as 'Pending' and investigated until the end of the following quarter; if no alignment is found, they are moved to the Excluded Bonds list.","ai_generated":true,"unit":"clibonds-000666#insight-6","date_modified":"2026-10-23"}],"climate_tags":["climate bond","climate finance","renewable energy","offshore wind power","solar energy","geothermal energy","bioenergy","hydroelectricity","energy efficiency","electric vehicle","water management","waste management","circular economy","carbon capture and storage","sustainable agriculture","Paris Agreement"],"geography_discussed":["Turkey","New Zealand","United States","Canada"],"frame_perspective":[],"analysis_type":["methodology","screening criteria"]}]}