Portfolio as a Service

Assess, manage and mitigate risk across your carbon portfolio​

Portfolio as a Service (PaaS) helps companies proactively identify, manage and mitigate risks that could damage and/or invalidate their carbon projects, by offering upfront insurance-driven risk assessment, liquidity management and transparent reporting​.

For companies concerned about the permanence of their carbon purchasing criteria and portfolio composition, PaaS reduces operating costs and improves outcomes​.

PaaS helps companies engaging in the Voluntary Carbon Market by: ​

  • providing consistent insurance-driven risk assessment across each project in your portfolio and pipeline, enabling 'like for like' comparisons; ​

  • reducing reputational risk via third party risk assessment by a regulated insurance company, demonstrating robust due diligence; and ​

  • facilitating compliance with evolving requirements within the VCM and wider regulatory bodies.​ 

Portfolio as a Service - How it works:

Four stages to ensure alignment, efficiency and function, following best practice portfolio management from traditional financial services​

  1. Risk Advisory ​- Portfolio-wide risk assessment, permanence scoring, scenario analyses and risk assessment framework​

  2. Criteria Check​ - Project-level assessment to determine whether a specific carbon project meets the company's purchasing criteria​

  3. Risk Assessment​ - Project-level risk assessment, utilising insurance quality underwriting criteria 

  4. Risk Reporting and Management​ - Ongoing risk and liquidity management, with regular transparent reporting​

Benefits of PaaS:

  • PaaS is quickly implementable and adaptable to ensure ongoing alignment with market requirements. ​

  • PaaS services can scale up or down based on "credits under management", for example in the areas of liquidity management, reporting and technology alignment.  ​

  • PaaS follows established norms in the wider financial markets to enable predictability of process to our client and its stakeholders.

Want to learn more about Kita’s Portfolio as a Service?