Data Usage Terms and Conditions | Climate Action 100+

Disclosure Framework Data Usage Terms and Conditions

By accessing the Net Zero Company Benchmark Disclosure Framework data and information published on the Climate Action 100+ website, you acknowledge that you understand and agree to the terms and conditions set out below. In particular, please refer to the paragraphs below which detail certain data use restrictions. 

The data and information provided as part of the Net Zero Company Benchmark Disclosure Framework assessments by Climate Action 100+ research partner Transition Pathway Initiative (TPI) Centre, in collaboration with FTSE International Limited, can be used by you in a variety of ways – such as to inform your investment research, your corporate engagement and proxy-voting, to analyse your portfolios and publish the outcomes to demonstrate to your stakeholders your delivery of climate policy objectives. However, you must make your own decisions on how to use this data as Climate Action 100+ and the TPI Centre cannot guarantee the accuracy of any data made available, the data and information on the website is not intended to constitute or form the basis of any advice (investment, professional or otherwise), and Climate Action 100+ and the TPI Centre do not accept any liability for any claim or loss arising from any use of, or reliance on, the data or information. Furthermore, we do not impose any obligations on supporting organisations to use the data provided in any particular way. It is for individual organisations to determine the most appropriate ways in which this data can be helpful to their internal processes.

Subject to the paragraph above, none of the data or information on the website is permitted to be used in connection with the creation, development, exploitation, calculation, dissemination, distribution or publication of financial indices or analytics products or datasets (including any scoring, indicator, metric or model relating to environmental, climate, carbon, sustainability or other similar considerations) or financial products (being exchange traded funds, mutual funds, undertakings collective investment in transferable securities (UCITS), collective investment schemes, separate managed accounts, listed futures and listed options); and you are prohibited from using any data or information on the website in any of such ways and from permitting or purporting to permit any such use. 

The data referenced on the website and supporting materials is not intended to be used as a “benchmark” as defined in Regulation (EU) 2016/1011 of the European Parliament and of the Council of 8 June 2016 on indices used as benchmarks in financial instruments and financial contracts or to measure the performance of investment funds (the European Benchmark Regulation) and The Benchmarks (Amendment and Transitional Provision) (EU Exit) Regulations 2019 (the UK Benchmark Regulation). 

Notwithstanding any other provision of these website terms and conditions, none of the data or information on the website may be reproduced or made available by you to any other person except that you may reproduce an insubstantial amount of the data or information on the website for the uses permitted above. 

The data and information on the website may not be used in any way other than as permitted above. 

If you have any questions regarding cases not covered under this Data Usage Terms and Conditions, please email [email protected]. 

InfluenceMap Climate Policy Engagement Alignment Assessment Data Usage Terms and Conditions

Climate Action 100+ Net Zero Company Benchmark Climate Policy Engagement Alignment Assessment data is covered by InfluenceMap’s data usage terms available here: https://influencemap.org/terms.

Rocky Mountain Institute Capital Allocation Alignment Assessment Data Usage Terms and Conditions

The data and information provided by Climate Action 100+ and its research partner Rocky Mountain Institute (RMI) can be used by you in a variety of ways – such as to inform your investment research, your corporate engagement and proxy voting, to analyze and track the performance of companies within your portfolios and publish the outcomes to demonstrate to your stakeholders your delivery of climate policy objectives. All uses are subject to the following considerations:

Exclusion of liability to the extent permitted by law, RMI will not be liable to any user for any direct or indirect loss or damage, whether in contract, tort (including negligence), breach of statutory duty or otherwise, even if foreseeable, arising under or in connection with use of or reliance on any information, data or content obtained via our services, including (without limitation) the company alignment metrics included in the Net Zero Company Benchmark assessment.

No financial advice. Your use of the data and information is at your own risk. The information provided does not comprise, constitute or provide, nor should it be relied upon as, investment or financial advice, credit ratings, an advertisement, an invitation, a confirmation, an offer or a solicitation, or a recommendation, to buy or sell any security or other financial, credit or lending product or to engage in any investment activity, or an offer of any financial service. The assessments provided do not purport to quantify risks to a portfolio (or any part thereof), nor make any representation in regards to the performance, strategy, prospects, creditworthiness, or risk associated with any investment, nor their suitability for purchase, holding or sale in the context of any particular portfolio. The data and metrics included in these assessments are provided with the understanding and expectation that each investor will, with due care, conduct its own investigation and evaluation of each security or other instrument that is under consideration for purchase, holding, or sale.

No scenario(s) endorsement. The company alignment metrics will use one or more scenarios, as set out in the RMI Company Benchmark Alignment Methodology Document. The choice of any scenario should not be taken as any endorsement of those scenarios, nor any statement as to the accuracy or completeness of those scenarios’ methodologies or assumptions, nor as a general preference of those scenarios over any other economic scenarios. The analysis provided by the company alignment metrics may be carried out using other economic scenarios, and users must form their own view as to the decarbonization scenarios, trajectories, and models that are most appropriate to their portfolio and investee companies. No explicit or implicit assumption is made in relation to the current or future alignment of the scenarios with climate-related policies of any government at the international, national, or sub-national level.

Third-party data provider. The data RMI uses for the company alignment is provided by external third-party data providers. RMI cannot guarantee the accuracy of data from third-party providers and disclaims any responsibility or liability related to third party content.

Subject to the paragraphs above, none of the data or information on the website is permitted to be used in connection with the creation, development, exploitation, calculation, dissemination, distribution or publication of financial indices or analytics products or datasets (including any scoring, indicator, metric or model relating to environmental, climate, carbon, sustainability or other similar considerations) or financial products (being exchange traded funds, mutual funds, undertakings collective investment in transferable securities (UCITS), collective investment schemes, separate managed accounts, listed futures and listed options); and you are prohibited from using any data or information on the website in any of such ways and from permitting or purporting to permit any such use.

The company alignment metrics provided by RMI use the PACTA methodology. You agree to take reasonable measures to protect PACTA’s intellectual property. Notwithstanding any other provision of these website terms and conditions, none of the data or information on the website may be reproduced or made available by you to any other person except that you may reproduce an insubstantial amount of the data or information on the website for the internal uses permitted above.

Carbon Tracker Initiative Data Usage Terms and Conditions

Climate Action 100+ Net Zero Company Benchmark Alignment Assessment data provided by Carbon Tracker Initiative (CTI) is covered by CTI’s data usage terms of use available here: https://carbontracker.org/terms-of-use/

Please also refer to the broader Climate Action 100+ disclaimer .