Creating Transition Intelligence

The document outlines how financial institutions can improve corporate transition assessments by strengthening analytical depth and increasing actionability. It suggests moving beyond broad indicators and high-level scores to explore specific asset exposure and inform core financial functions like credit risk analysis and capital allocation. The report identifies nine key analytical components to improve assessments of ambition, feasibility, and accountability, noting that even partial adoption for high-priority clients can be valuable despite data and resource constraints.

• Financial institutions can improve the value of corporate transition assessments by strengthening analytical depth—moving from broad indicators like targets to exploring how specific assets, technologies, or business activities are exposed to transition risks and opportunities—and by improving actionability, moving beyond high-level scores to inform credit risk analysis, capital allocation, and client engagement.
• The report proposes nine key analytical components to create robust transition assessments that provide insights into accountability, feasibility, and ambition.
• While resource constraints and data availability may prevent comprehensive portfolio-wide assessments, applying these components to high-priority clients can still produce valuable results; scaling these efforts will require shared tools, frameworks, and a community of practice.

APA

Barton, H., Kastl, J., Kooijmans, S., Lalechere, A., Luti, M., McKinnon, A., Pastoria, C., & White, T. (2025). Creating Transition Intelligence. RMI. https://rmi.org/resources/creating-transition-intelligence-enhancing-corporate-transition-assessments-for-financial-decision-making/

Chicago

Barton, Hannah, Jacob Kastl, Sam Kooijmans, Antoine Lalechere, Mitchell Luti, Aubrey McKinnon, Christina Pastoria, and Thomas White. Creating Transition Intelligence. RMI, 2025. https://rmi.org/resources/creating-transition-intelligence-enhancing-corporate-transition-assessments-for-financial-decision-making/.

Wikipedia

{{cite report |last1=Barton |first1=Hannah |last2=Kastl |first2=Jacob |last3=Kooijmans |first3=Sam |last4=Lalechere |first4=Antoine |last5=Luti |first5=Mitchell |last6=McKinnon |first6=Aubrey |last7=Pastoria |first7=Christina |last8=White |first8=Thomas |title=Creating Transition Intelligence |publisher=RMI |date=26 August 2025 |url=https://rmi.org/resources/creating-transition-intelligence-enhancing-corporate-transition-assessments-for-financial-decision-making/ |access-date=17 August 2026 |via=Climate Insights Directory}}

BibTeX

@techreport{barton2025creating, author = {Barton, Hannah and Kastl, Jacob and Kooijmans, Sam and Lalechere, Antoine and Luti, Mitchell and McKinnon, Aubrey and Pastoria, Christina and White, Thomas}, title = {{Creating Transition Intelligence}}, institution = {RMI}, year = {2025}, month = aug, url = {https://rmi.org/resources/creating-transition-intelligence-enhancing-corporate-transition-assessments-for-financial-decision-making/}, urldate = {2026-08-17}, note = {Indexed by Climate Insights Directory} }