Financed exposure (low-carbon revenue divided by fossil-fuel revenue)

January 28, 2026

A hypothetical bond portfolio tracking an index designed to decarbonize in line with the goals of the Paris Agreement can finance an estimated USD 2.57 of low-carbon energy supply for every dollar of fossil-fuel energy supply, while one that tracks an emerging-market bond index finances USD 0.03 for every dollar.

https://www.msci-institute.com/wp-content/uploads/2026/01/Financed-exposure-low-carbon-revenue-divided-by-fossil-fuel-revenue.svg

Source: MSCI Sustainability & Climate Research, data as of Dec. 31, 2025. Low-carbon revenue refers to revenue from activities in the low-carbon energy sector, including generation, storage, transmission, and distribution infrastructure. Fossil-fuel revenue refers to revenue from activities in the exploration, extraction, production, transportation, distribution, refining or retailing of oil, gas and coal. For complete definitions, see “Financial Institutions Net-Zero Standard. Version 1.0,” SBTi, July 2025, esp. p.30 and Table 2 therein.