CASE STUDY

Zfolio

Improving Accuracy and Reducing Complexity for Financed Emissions Reporting
By integrating ESG Book’s sustainability data with Zfolio’s platform, our collaboration enables clients to accurately and efficiently calculate their financed emissions.
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Challenge

Financial institutions face growing pressure to identify, assess, and manage climate risks and opportunities across their lending and investment portfolios. Accurate tracking and reporting of financed emissions has become essential, yet remains complex and resource intensive.
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Data challenges are central to the problem: emissions data is often missing, inconsistent, unverified, or misreported. There is no single trusted source, and multiple institutions are forced to collect and validate data independently - leading to duplication, inefficiencies, and higher costs. Inconsistent methodologies across firms further heighten regulatory risk.

To meet expectations and align with evolving standards, financial institutions require streamlined technology that can integrate financial, portfolio, sector, identifier, and emissions data across time periods - while adapting to the unique calculation requirements of each asset class and data quality level.

Solution

To address these challenges, Zfolio and ESG Book have collaborated to combine ESG Book’s market-leading sustainability data with Zfolio’s advanced technology to automate and streamline portfolio emissions calculations. In partnership, we enable financial institutions to generate accurate, standards-aligned financed emissions data quickly and efficiently. Forexample, Zfolio’s system can match equities and bonds to company-level emissions data using over 45 million common identifiers.

Key Features

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Complex Technology, Simplified
Our joint solution delivers complete financed emissions calculations in just a few clicks. Results are aligned with global regulatory standards and include detailed emissions breakdowns by source and scope.·
Comprehensive Asset Class Coverage
Zfolio’s platform supports financed emissions calculations across a broad range of asset classes, including sovereign debt, real estate (commercial and residential), infrastructure, project finance, and vehicle loans.·
Private Market & Global Data Coverage
Zfolio incorporates country-specific emissions factors and data on over four million private companies. ESG Book adds depth with customisable disclosure tools and reported or estimated emissions data for more than 40,000 global companies - covering Scope 1, 2, and 3.·
Deeper Risk Insights
The solution enables institutions to analyse emissions exposure across sectors, geographies, asset classes, and data quality - offering the foundation for assessing climate transition risk and aligning portfolios with net zero goals.

The Outcome

By combining specialised technology with high quality data, this next generation of financed emissions calculations and reporting is more accurate and more cost efficient, guiding financial institutions to meet their climate goals and understand their transition risk. .
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“Combining the quality and breadth of ESG Book data with Zfolio’s technology means financial institutions of any size can get the most accurate financed emissions calculations easily and efficiently from a single source across all asset classes. No other platform in the market has that capability.”

Peter Howard
Founder and CEO of Zfolio
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Request a demo to see how our platform helps you manage ESG and climate risks, stay ahead of regulations, and accelerate your sustainability goals with reliable, actionable data.