NCED

Use Case

Analyse climate and ESG exposure across entire portfolios

Many organisations do not need to assess climate risk one entity at a time. They need to understand exposure across entire portfolios.

For banks, insurers, investors, governments and large enterprises, climate and ESG risk exists across large populations of customers, suppliers, policyholders, borrowers, investments or counterparties.

The challenge is scale.

A portfolio may contain thousands or millions of entities. Each entity may have different locations, sectors, risk indicators and ESG characteristics. Without a structured dataset, it is difficult to understand where exposure sits, how risk is distributed, and where action should be prioritised.

The Portfolio Challenge

Portfolio-level analysis requires more than entity-level data. It requires the ability to see patterns.

Organisations need to understand:

which sectors dominate the portfolio
where geographic concentration exists
which regions are exposed to physical risk
which industries face transition pressure
where physical and transition risk overlap
which entities contribute most to overall exposure
how risk differs across customer segments
how exposure changes over time

This is difficult when data is incomplete, fragmented or inconsistent.

Why Portfolio Analytics Matters

Portfolio analytics turns climate and ESG data into a decision-making tool. It can support:

executive reporting
risk appetite setting
capital allocation
underwriting strategy
lending policy
supplier management
sector strategy
customer segmentation
market opportunity analysis
regulatory disclosure

Beyond single-entity analysis

It also helps organisations move beyond single-entity analysis.

A single company may not appear material in isolation. But when many similar entities share the same geography, sector or risk factor, the portfolio may have a material concentration of exposure.

How the NCED Helps

The NCED provides a structured dataset that allows organisations to assess climate and ESG exposure across entire populations. It connects entity-level attributes to portfolio-level analysis, enabling users to move between:

Aggregate exposure
Segment-level analysis
Sector-level risk
Geographic concentration
Individual company profiles

This allows organisations to understand both the big picture and the underlying drivers.

Key Analytical Dimensions

Geography

Analyse risk by region, postcode, local area or other geographic grouping. This helps identify physical risk concentration and regional exposure.

Sector

Assess transition risk and economic exposure by industry. This helps identify which parts of a portfolio may be more sensitive to decarbonisation, regulation or changing demand.

Entity

Drill down into individual businesses to understand the attributes contributing to risk.

Risk Type

Separate physical risk, transition risk, ESG indicators and emissions context.

Time

Track changes in exposure across reporting periods or refresh cycles.

Practical Workflows

Portfolio Baseline

Create an initial view of risk across a portfolio. This can help answer:

  • What does the portfolio look like?
  • Which entities can be matched?
  • What data is available?
  • Where are the highest-risk areas?
  • What is the overall exposure profile?

Concentration Analysis

Identify where risk is clustered. This may include:

  • concentration by geography
  • concentration by industry
  • concentration by hazard type
  • concentration by customer segment
  • concentration by supplier type

Segment Comparison

Compare different parts of the portfolio. For example:

  • SME vs corporate customers
  • insured vs uninsured segments
  • high-value vs low-value accounts
  • metro vs regional exposure
  • sector-by-sector risk

Portfolio Optimisation

Use the data to inform strategic decisions. This may include:

  • adjusting risk appetite
  • targeting lower-risk segments
  • prioritising engagement with exposed customers
  • informing pricing or underwriting
  • supporting transition planning
  • identifying growth opportunities in resilient sectors

Practical Outputs

The NCED can support:

portfolio risk dashboards
geographic exposure maps
sector risk summaries
concentration heatmaps
entity-level drilldowns
executive reports
risk committee packs
customer segmentation models
trend and change-over-time reporting

The Strategic Value

Portfolio analytics allows organisations to move from visibility to action. It helps answer:

Where are we exposed?
Why are we exposed?
Which exposures are material?
Which segments require action?
How should we prioritise resources?
How does this affect strategy?

This matters because climate and ESG risk is not only a reporting issue. It is also a portfolio management issue.

NCED enables organisations to understand climate and ESG exposure at portfolio scale - supporting better reporting, stronger governance and more informed strategic decision-making.

Ready to analyse your portfolio exposure?

Speak with our team to explore how NCED can support your portfolio analytics needs.