Factsheet: 15 criteria for assessing transition plans

Transition plans play a fundamental role in accelerating the action needed to build a net-zero economy. They set out precise timelines describing how an organisation will realign its business model with a pathway consistent with a fixed, defined objective.

But for investors, one question remains: how can their credibility be assessed?

To help you tell a credible plan from a mere announcement, WeeFin's Expertise team has published a detailed technical factsheet. It offers an assessment framework to apply to the companies in your portfolio.

Download the factsheet by filling in the form

What you will find

• The 10 common criteria of a robust transition plan: 1.5°C-aligned targets, coverage of Scopes 1, 2 and 3, financial integration (CapEx, OpEx), scenario analysis, governance, just transition (DNSH)...
• 5 additional criteria to identify best-in-class players: use of carbon credits, prioritisation of decarbonisation levers, consistency between lobbying and the transition plan...
• Concrete examples and counter-examples for every criterion, drawn from real companies (Unilever, Ørsted, Enel, Danone...)
• Three levers for acting on your portfolio once credibility has been assessed: divest, improve through dialogue and voting, or transform by redirecting capital