Banque Wormser Frères
Sector: Banking and Asset Management
Location: France
AUm: €532M (as of 31/12/2023)
❝ We sought a service provider with deep expertise in carbon reporting, a strong grasp of current regulations, and the ability to navigate the complexities of financial offerings and structures. Carbometrix, with its meticulous and detail-oriented approach, quickly established itself as the ideal partner ❞
Lucrezia Zito
Banque Wormser Frères
Head of Sustainable Finance
Client needs
01
Begin an ambitious and coherent climate strategy by calculating their complete carbon footprint, including their investment portfolio
02
Start a strong data collection process to identify gaps and improve future reporting accuracy
03
Engage internal stakeholders on how measuring and reducing carbon exposure can create opportunities for growth and risk management
Key strategies implemented
Carbon Footprint and Financed Emissions
Calculated the client’s full carbon footprint, covering all three scopes of emissions. Measured financed emissions across loans and three investment types: public markets, private equity and venture loan
Methodology Definition
Delivered a clear methodology based on PCAF standards to establish a strong baseline for their climate strategy
ExCom and Investment Team Engagement
Engage management and investment team with a climate workshop to present the results and outline the next steps in their climate strategy
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