Transforming strategy and financing portfolios

We support financial institutions in developing transition plans that address business strategy, portfolio structure, financed emissions, climate risks, and applicable regulatory expectations. We translate transition ambitions into targets, actions, responsibilities, and monitoring mechanisms.

Who is it for?

This service is designed for financial institutions that:

• are developing or updating transition plans;
• want to align climate objectives with strategy and portfolio management;
• manage exposure to carbon-intensive sectors;
• are developing approaches to financed emissions and climate risk management.

Scope of support

• analysis of strategy, business model, and portfolio structure;
• review of applicable regulatory and supervisory requirements;
• assessment of data availability and gap analysis;
• sector exposure review and transition materiality assessment;
• definition of objectives, milestones, and priorities;
• development of portfolio and client engagement actions;
• definition of responsibilities, KPIs, and monitoring processes.

Project outcomes

The institution receives:

• assessment of current practices and key gaps;
• a transition plan tailored to its profile;
• transformation objectives and milestones;
• portfolio and sector priorities;
• a portfolio of initiatives and actions;
• responsibility assignments and KPIs;
• implementation and update roadmap.

The Synergist approach

We treat the transition plan as a strategic and portfolio management tool. Our approach combines climate expertise with risk management, project management, and organizational transformation.

Experience

Our experience includes developing transition plans aligned with EBA guidance as well as projects related to financed emissions and climate risk management in the financial sector.