Overview

This benchmark series assesses plausible global pathways for the energy, land use and nature transition, with a focus on relevance for financial markets. It is produced under the Inevitable Policy Response framework and provides a consistent reference for analysing transition dynamics across countries and sectors.

Purpose

The series was initiated in 2018 to support investors in understanding how climate-related policies, technologies and economic signals may evolve over time. Its purpose is to move beyond static scenarios and provide a forward-looking benchmark that reflects likely transition pathways rather than normative targets.

Methodology

The benchmark combines a structured survey of climate transition experts with systematic, ongoing policy tracking. Expert inputs are aggregated using a median-based approach to reflect central expectations, while policy analysis is used to contextualise views and capture changes in policy momentum across sectors and geographies.

Use for finance professionals

For finance professionals, the series supports scenario analysis, portfolio risk assessment and strategic planning. It can be used to develop internal transition assumptions, compare exposures across markets and sectors, and inform investment decision-making, stewardship activities and climate-related risk management.