Asset management
Predictive location analytics for resilient investing
AlphaGeo’s geospatial analytics combine economic, social, market, and geographic factors to help investors strengthen the resilience of their portfolios in a complex future.
DATA PRODUCT
Climate Risk & Resilience Index
USE CASE
Thematic investment screening
Screen, rank, and prioritize investments across public and private markets based on climate risk and resilience profile for the construction of thematic portfolios, indices, and other financial products
USE CASE
Multi-asset risk and resilience assessment
Conduct multi-scenario, multi-timescale analysis of portfolio or asset-level risk and resilience across multiple asset classes (real assets, C/RMBS, REITs, private equity, equities, credit, etc.)
USE CASE
Regulatory reporting and stakeholder engagement
Assess the impact of climate risks on financial performance for regulatory compliance and stakeholder reporting
USE CASE
Thematic investment screening
Screen, rank, and prioritize investments across public and private markets based on climate financial impact profile for the construction of thematic portfolios, indices, and other financial products
USE CASE
Investment research and analysis
Develop more robust cashflow and valuation models using our climate-adjusted OpEx, CapEx, and discount rate metrics
USE CASE
Regulatory reporting and stakeholder engagement
Assess the impact of climate risks on financial performance for regulatory compliance and stakeholder reporting
DATA PRODUCT
Climate Financial Impact Metrics
Case studies
Oaktree
Oaktree, a leader among global investment managers specializing in alternative investments, wanted to quantify its exposure to physical climate risk underneath its complex composition of real estate equity, private loans and traded securities. AlphaGeo worked closely with the firm to pinpoint climate risk, attribute it by fund, and calculate its potential impact over time. In analyzing the financial impact of climate volatility on its portfolios, Oaktree was able to rank and compare its asset performance across existing – and future – investments.
Atlas Capital
Atlas Capital was mandated to build a systematic investment index comprising multiple asset classes including REITs. AlphaGeo integrated multiple data streams from institutional vendors and provided risk-adjusted valuation for more than 150,000 REIT properties under multiple climate scenarios. This analysis was delivered on a custom interactive dashboard that ranks and clusters REITs according to location, property type, and other metrics, with quarterly updates based on the latest market data, allowing for algorithmic management of the Atlas Sustainable REIT Index.
FEATURED INSIGHTS
