{"query_echo":{"q":"","filters":{"analysis_type":["screening framework"]},"warnings":[{"code":"facet_value_not_in_vocabulary","message":"Value 'screening framework' for facet 'analysis_type' is not in the controlled vocabulary."}]},"total":{"value":3,"relation":"eq"},"page":1,"page_size":20,"self":"https://climateinsightsdirectory.org/api/v1/search?analysis_type=screening+framework","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-000704","url":"https://climateinsightsdirectory.org/document/clibonds-000704","title":"气候债券倡议社会责任与可持续发展债券数据库方法论","publisher":{"name":"Climate Bonds Initiative","organization":"climate-bonds-initiative"},"document_type":"report","language":"zh","date_published":"2025","source_url":"https://www.climatebonds.net/files/documents/Methodology/Climate-Bonds_Social-and-Sustainability-Bond-Dataset-Methodology_SnS-Meth_CN_Sep-2025.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","analysis_type"],"summary":{"text":"The Climate Bonds Initiative (CBI) has established a methodology for its Social and Sustainability Bond Dataset (SSBD) to ensure the credibility of social and sustainability bonds. The framework requires that 100% of net proceeds be used for social or environmental projects, with at least 90% meeting specific screening criteria. Bonds are classified as 'aligned', 'non-aligned', or 'pending' based on their use of proceeds (UoP), disclosure transparency, and adherence to minimum safeguards. The methodology integrates ICMA principles and UN Sustainable Development Goals (SDGs) to categorize projects across sectors such as education, healthcare, and renewable energy, while explicitly excluding fossil fuels and weapons.","ai_generated":true,"unit":"clibonds-000704#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"To be included in the SSBD, a financial instrument must meet three prerequisites: it must be a debt instrument (excluding short-term debt like commercial paper), carry a social or sustainability label, and provide sufficient public disclosure to track basic information and the use of proceeds.","ai_generated":true,"unit":"clibonds-000704#insight-1","date_modified":"2026-10-23"},{"text":"CBI employs a strict list of absolute exclusions under its minimum safeguards. Prohibited activities include fossil fuel exploration, production, and refining; heat, cooling, or power generation based on solid fossil fuels; fossil fuel transport; the production or trade of weapons and ammunition; activities involving forced or harmful child labor; activities violating indigenous land rights; and airport infrastructure.","ai_generated":true,"unit":"clibonds-000704#insight-2","date_modified":"2026-10-23"}],"climate_tags":["climate bond","climate finance","Sustainable Development Goals","renewable energy","energy efficiency","greenhouse gas emissions"],"geography_discussed":[],"frame_perspective":[],"analysis_type":["methodology","screening framework"]},{"id":"clibonds-000705","url":"https://climateinsightsdirectory.org/document/clibonds-000705","title":"Climate Bonds Social and Sustainability Bond Dataset Methodology","publisher":{"name":"Climate Bonds Initiative","organization":"climate-bonds-initiative"},"document_type":"guide","language":"en","date_published":"2025","source_url":"https://www.climatebonds.net/files/documents/Methodology/Climate-Bonds_Social-and-Sustainability-Bond-Dataset-Methodology_SnS-Meth_EN_2025.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","analysis_type"],"summary":{"text":"The Climate Bonds Initiative's methodology for the Social and Sustainability Bond Dataset (SSBD) establishes a rigorous screening process to identify credible social and sustainability bonds. To be included, instruments must be self-labelled debt, provide adequate public disclosure, and allocate 100% of net proceeds to social or environmental projects, with at least 90% meeting specific eligibility criteria. The framework emphasizes ex-ante impact confirmation for target populations and employs a strict list of absolute exclusions, including fossil fuel exploration and weapons production. Bonds are classified as aligned, non-aligned, or pending based on their adherence to these standards, with a two-year lookback period used for complex assessments.","ai_generated":true,"unit":"clibonds-000705#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"To qualify for the Social and Sustainability Bond Dataset (SSBD), a financial instrument must meet three pre-requisites: it must be a debt instrument (excluding short-term debt like commercial paper), it must be self-labelled by the issuer as a social or sustainability bond, and it must have sufficient public disclosure regarding its use of proceeds (UoP) and basic debt information.","ai_generated":true,"unit":"clibonds-000705#insight-1","date_modified":"2026-10-23"},{"text":"The methodology requires that 100% of a bond's net proceeds be allocated to social or environmental projects, with a minimum of 90% specifically directed to activities that are clearly eligible under the screening criteria. A 10% margin of flexibility is permitted for complex outcomes, particularly in less-developed economies, but cannot be used for fossil fuels or other absolute exclusions.","ai_generated":true,"unit":"clibonds-000705#insight-2","date_modified":"2026-10-23"},{"text":"Climate Bonds maintains a list of absolute exclusions (minimum safeguards) that disqualify a bond from alignment. These include fossil fuel exploration, production, and refining; solid fossil fuel-based heat, cool, and electricity generation; transportation of fossil fuels; production or trade in weapons and munitions; activities involving harmful forced or child labour; violations of indigenous land rights; and airport infrastructure.","ai_generated":true,"unit":"clibonds-000705#insight-3","date_modified":"2026-10-23"}],"climate_tags":["climate bond","climate finance","Sustainable Development Goals","fossil-fuel divestment","just transition","Environmental and Social Safeguards"],"geography_discussed":[],"frame_perspective":[],"analysis_type":["methodology","screening framework"]},{"id":"clibonds-000694","url":"https://climateinsightsdirectory.org/document/clibonds-000694","title":"Green Bond Dataset Methodology","publisher":{"name":"Climate Bonds Initiative","organization":"climate-bonds-initiative"},"document_type":"guide","language":"en","date_published":"2024-04","source_url":"https://www.climatebonds.net/files/content-images/Climate-Bonds_Green-Bond-Dataset-Methodology_April-2024.pdf","generator":"Climate Insights Directory","generated_fields":["summary","key_insights","climate_tags","geography_discussed","analysis_type"],"summary":{"text":"The Green Bond Dataset (GBD) methodology establishes a science-based framework for screening self-labelled green debt instruments. To be included in the 'Aligned' list, a debt instrument must be self-labelled, have adequate public disclosure, and allocate 100% of net proceeds to green assets, with at least 90% meeting specific eligibility criteria. The methodology employs a three-step screening process: identification and pre-requisite checks, screening of green credentials against sector-specific definitions, and evaluation of the use of proceeds (UoP) threshold. Absolute exclusions apply to fossil fuel exploration, production, refining, and fossil fuel-based heat, cool, and electricity generation, regardless of the percentage of proceeds. The GBD allows for a 'margin of flexibility' of up to 10% for assets where alignment is uncertain or metrics are unavailable, and utilizes a two-year lookback period for complex expenditure assessments. While external reviews are recommended, they are not mandatory for GBD inclusion if equivalent information is disclosed. The document also distinguishes the GBD from the Climate Bonds Standard Certification scheme, noting that GBD inclusion is based on post-issuance screening of public data, whereas Certification is a voluntary pre-issuance application process.","ai_generated":true,"unit":"clibonds-000694#summary","date_modified":"2026-10-23"},"key_insights":[{"text":"To qualify for the Green Bond Dataset (GBD), a financial instrument must meet three primary requirements: it must be a debt instrument (such as bonds, asset-backed securities, or loans), it must be self-labelled by the issuer as green or under similar nomenclature, and it must have sufficient public disclosure regarding the amount issued, issue date, maturity date, and use of proceeds (UoP).","ai_generated":true,"unit":"clibonds-000694#insight-1","date_modified":"2026-10-23"},{"text":"The GBD employs a strict threshold for the use of proceeds: 100% of net proceeds must be allocated to green assets, and a minimum of 90% must be directed specifically to aligned green assets, projects, activities, or expenditures.","ai_generated":true,"unit":"clibonds-000694#insight-2","date_modified":"2026-10-23"},{"text":"Certain activities are subject to absolute exclusions, meaning any allocation to these areas—even below 10%—results in the deal's exclusion. These include fossil fuel exploration, production, and refining; solid fossil fuel-based heat, cool, and electricity generation; and the transportation of fossil fuels.","ai_generated":true,"unit":"clibonds-000694#insight-3","date_modified":"2026-10-23"}],"climate_tags":["climate bond","climate finance","decarbonization","climate resilience","Net-zero emissions"],"geography_discussed":["Netherlands","Louisiana","People's Republic of China"],"frame_perspective":[],"analysis_type":["methodology","screening framework"]}]}