White Paper – Transition finance: a key tool for transforming the global economy

An analysis of the challenges, methodologies and prospects of transition finance from an investor perspective

Download our white paper for an in-depth analysis of transition finance, which lies at the heart of current economic transformations. Against a backdrop of climate urgency, evolving regulatory frameworks and rising transition risks, this study offers essential insights into the new challenges of capital allocation and company valuation.

Understanding the challenges of transition finance

As climate changes intensify and the regulatory framework evolves, transition finance is becoming a major strategic lever to support the transformation of business models.

Transition plans, which are central to this dynamic, enable companies to define their pathway towards a low-carbon economy. For investors, they are a key analytical tool, both for identifying opportunities and for managing risks linked to an insufficient or poorly anticipated transition.

In this white paper, ODDO BHF Asset Management offers a structured and practical analysis of such challenges, putting market practices, regulatory frameworks and existing assessment methodologies into perspective, whilst presenting its own proprietary analytical framework.

What you will learn

• The fundamentals of transition finance and the challenges involved in defining it
• Key criteria for assessing the credibility of transition plans
• The impact of European regulations (SFDR, CSRD, CRD VI)
• An overview of market approaches and transition funds
• The current limitations of assessment methodologies
• The proprietary methodology developed by ODDO BHF Asset Management
• Key insights from the analysis of over 8,000 companies

This white paper draws on the work of ODDO BHF Asset Management’s ESG team, which specialises in analysing sustainability issues and developing responsible investment solutions.

Who is this white paper for?

This white paper is intended in particular for:

• Institutional investors and asset management professionals
• Private bankers and investment advisors
• Executives and finance officers
• ESG, strategy and innovation managers
• Public-sector bodies and regulators
• Anyone wishing to deepen their understanding of the challenges associated with the climate and financial transition

download the white paper

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