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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.

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.

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.

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.

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.

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).