Creating Transition Intelligence

This executive summary from RMI outlines how financial institutions can enhance corporate transition assessments—evaluations of how clients or investees respond to the energy transition—to better inform financial decision-making regarding climate-related risks and opportunities.

• Financial institutions are utilizing corporate transition assessments to understand climate-related risks and opportunities, but these assessments require targeted improvements to provide 'decision-useful intelligence' for financial decision-making.
• Two primary areas for improving corporate transition assessments are strengthening analytical depth and improving actionability. Analytical depth involves moving past broad indicators like targets to examine specific assets, technologies, or business activities. Actionability involves moving beyond high-level scores to inform core functions such as capital allocation, credit risk analysis, and client engagement.
• While resource constraints and data availability may prevent comprehensive portfolio-wide assessments, applying key analytical components to high-priority clients can still produce valuable results. Scaling these assessments 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} }