Sequantis Transition Monitor

Core Features

Sequantis Transition Monitor (STM) is designed as an analysis and portfolio-steering layer within Sequantis's wider regulatory and data management offering. Its combination of sustainability indicators and forward-looking risk models allows financial institutions to examine both current portfolio characteristics and possible future exposures.

• Physical Climate Risk: STM assesses portfolio exposure to physical climate risks, with Sequantis incorporating location-based information and climate-risk modelling. This allows investors to examine how climate hazards could affect the companies and assets underlying their portfolios.

• Transition Risk Analysis: Users can analyze and simulate how investments may be affected by the transition toward a lower-carbon economy. Sequantis frames this as a forward-looking complement to conventional measures such as a company's current carbon footprint.

• ESG and Biodiversity Analysis: The platform combines ESG information with biodiversity indicators, controversies, corporate involvements and fossil fuel exposure. Sequantis integrates information from specialist and general data providers rather than depending on a single ESG dataset.

• Carbon and Paris Alignment: STM analyzes the Scope 1, 2 and 3 carbon footprints of portfolio holdings alongside their alignment with the Paris Agreement.

• Portfolio Simulation: STM allows users to analyze and simulate investment portfolios, supporting a shift from simply reporting sustainability metrics toward actively assessing portfolio changes and transition trajectories.

Closing Insights

STM's use by financial institutions provides useful evidence of how the platform works in practice. French public reinsurer CCR uses it to track ESG, climate and biodiversity indicators across its directly managed investment portfolios and delegated portfolios on a look-through basis. French mutual insurer MIF has also used STM as part of its responsible-investment approach, supporting the analysis and monitoring of ESG and climate characteristics across its investment portfolio.

STM also forms part of Sequantis's broader managed-service model. Sequantis centralizes financial and sustainability information into what it calls a “Golden Source,” applying normalization, data quality controls and look-through before using that information for regulatory and climate outputs. For prospective users, this makes STM particularly relevant where climate and ESG analysis must remain consistent with wider investment data and regulatory reporting. Sequantis offers demonstrations for organizations wanting to explore the platform and their particular implementation requirements.