Finance Industry

The EU sustainable-finance framework continues to shape this work. The EU Taxonomy provides a classification system and technical screening criteria for environmentally sustainable activities, while SFDR governs sustainability-related disclosures for relevant financial-market participants and products. For banks, the EBA Guidelines on the management of ESG risks have applied from 11 January 2026 for institutions within scope, requiring structured identification, measurement, management and monitoring of ESG risks and transition-related plans. The EBA's environmental scenario-analysis guidelines will apply from 1 January 2027. CSRD/ESRS requirements remain relevant to financial institutions and their counterparties, although the EU sustainability-reporting framework is undergoing simplification and scope changes; institutions therefore need to distinguish requirements already in force from proposed or newly adopted amendments.

Priority workstreams include financed-emissions measurement, portfolio segmentation, sectoral transition pathways, climate scenario analysis, green and transition finance eligibility criteria, taxonomy assessment and controls for sustainability claims. Data quality is a persistent challenge because portfolio analysis depends on customer disclosures, estimates and sector proxies that vary widely in granularity and comparability.

Metsims can support banks, leasing companies, investors and other financial institutions with financed-emissions methodologies, portfolio carbon analysis, climate-risk and scenario frameworks, EU Taxonomy screening, sustainable-finance frameworks and project-level environmental criteria. For green loans, bonds, sukuk and other labelled instruments, Metsims can help define eligibility criteria, KPIs, use-of-proceeds logic and impact-measurement approaches aligned with the selected market framework.

Where portfolio companies lack environmental data, Metsims can develop structured estimation hierarchies, data-request templates and sector-specific metrics that improve consistency over time. The same analytical base can support transition planning, client engagement and risk management, allowing sustainability information to become usable in credit, investment and strategic decisions rather than remain a standalone disclosure exercise.

Industrial understanding and multidisciplinary depth. Select an advisor to open their dedicated Metsims profile.