Investment Agent.

The Investment Agent is the CarbonOS agent for climate screening and due diligence of assets and portfolios. It assesses each asset against climate, regulatory and governance criteria, analyses physical and transition risk with data from Risk Management and Sentinel AI, and tracks the portfolio’s climate exposure, with alerts when something changes. It is built for fund managers, institutional investors and family offices.

The main one is proving, with auditable data, that an asset or a fund really is climate-aligned before that claim reaches investors or regulators. The agent assembles the evidence asset by asset, covering emissions, physical and transition risk and alignment with taxonomies such as the EU Taxonomy. It serves ESG analysts, investment committees and risk and compliance teams at asset managers and asset owners.

Screening filters assets against ESG and decarbonisation criteria, with a score behind every result. In due diligence, the agent combines inventory emissions, physical and transition risk from Risk Management and satellite signals from Sentinel AI, and calculates returns linked directly to that data. In monitoring, it tracks the portfolio and reclassifies assets when regulations or exposure change.

The agent classifies assets by alignment with the EU Taxonomy, the CBI Climate Bonds Standard and the ICMA Green Bond Principles, and produces portfolio disclosures compatible with TCFD and ISSB. IFRS S2 requires additional information on financed emissions from entities whose activities include asset management, and amendments issued in December 2025, effective from 2027, allow Scope 3 Category 15 to be limited to financed emissions (IFRS Foundation, 2025).

Risk Management supplies each asset’s physical, transition and regulatory risk, and Sentinel AI adds satellite signals and industrial data. Carbon Intelligence provides the emissions inventory, and the Proof Engine keeps the lineage of every number used in the analysis, so the investment committee can see where it came from. Trading Desk comes in when the portfolio includes carbon credits, with the same integrity scoring.

It checks the bond against the four core components of the Green Bond Principles: use of proceeds, process for project evaluation and selection, management of proceeds, and reporting (ICMA, 2025). It then analyses the financed projects for physical and transition risk and for emissions, and compares the result with the EU Taxonomy and the CBI Climate Bonds Standard. The investment decision stays with the manager.