Bloomberg has expanded its climate solutions suite with analytics tools that help asset owners evaluate transition-related investment risks and opportunities, with a particular focus on the scaling-up of low-carbon technologies.
According to the business information provider, the new analytics will enable investors to assess companies based on revenue and capital expenditure exposure to clean energy and fossil fuels (broken down by technology), indicators of the credibility of carbon targets and transition plans, and the impact of market dynamics on revenues under different scenarios.
The offering covers companies representing 96% of global market capitalisation, adding to Bloomberg’s transition revenue-at‑risk analytics, carbon forecasts and transition credibility scores.
According to BloombergNEF, global investment in low-carbon technologies has risen from US$160 billion in 2009 to US$2.1 trillion in 2024. In addition, global investment in new renewable energy projects hit a record US$386 billion in the first half of 2025, up 10% from the previous year.
Separately, fund data and analytics provider Morningstar reported that investments in transition-focused funds had driven climate fund assets to record hights in the first half of 2025.
Global assets in open-end funds and exchange-traded funds with a climate-related mandate reached a record high of US$644 billion in June, up 8.5% from the end of last year, according to Morningstar’s ‘Investing in Times of Climate Change’ report. The vast majority of demand came from Europe, which accounts for 86% of assets, while China and the US saw “more moderate gains”.
Climate transition funds – which invest in or overweight companies better prepared for a low-carbon future – increased by 16%, reaching a global total of US$318 billion.
Investors poured US$2.5 billion into climate transition funds globally in 1H 2025, despite outflows across the broader climate funds universe, with US$12 billion redeemed from climate solutions and clean energy/tech funds.
“Investor appetite for climate transition strategies is particularly noteworthy. The sustained growth in this segment reflects a growing desire to focus on companies that are better prepared for the low-carbon transition,” said Hortense Bioy, Head of Sustainable Investing Research at Morningstar Sustainalytics.
Meanwhile, investors seem to have missed this year’s strong rally in key transition enablers – renewable energy companies – as strategies focused on these continued to see outflows despite their outperformance.”
