Insights on Climate, Climate Risk, Adaptation and Artificial Intelligence (AI)

An introduction to our latest findings and developments in climate change, risk management, adaptation strategies, and the role of artificial intelligence in shaping a sustainable future.

Why Climate Risk Vendors Disagree — and What That Means for Data Quality

INDUSTRY REPORTS
July 30, 2026

Seven climate risk vendors assessed the same dummy portfolio and the same flood-prone stretch of road outside Paris — and disagreed almost completely. A detailed Investor Leadership Network study, alongside a 13-vendor GARP benchmark, traces that disagreement to specific, nameable methodological choices, not just irreducible uncertainty.

How Firms Adapt to Physical Climate Risk: New LLM-Based Evidence from 13,500 US Companies

RESEARCH PAPERS
May 4, 2026

Analyzing 255 million paragraphs from 128,860 Form 10-K filings (2003–2025), this paper introduces the first scalable LLM-based measure of firm-level climate adaptation. Pre-event physical protection mitigates hurricane stock market losses by up to 37%, but financially constrained firms underadapt precisely when it matters most.