Climate Global and Moody's Power the First Index and ETF of Climate-Resilient REITs

Rhea-AI Impact

(Neutral)

Rhea-AI Sentiment

(Neutral)

Rhea-AI Summary

Climate Global and Moody's (NYSE:MCO) launched the Climate Global – Climate-Resilient REIT Index ETF (CLIM) on March 16, 2026. CLIM is the first U.S. REIT-focused ETF to integrate Moody's insurance-grade physical risk and extreme-weather models into index construction and weighting.

The ETF embeds property-level and portfolio-level loss-calibrated analytics used by insurers to assess flood, hurricane, wildfire, hail, wind, tornado, heat stress, water stress, sea level rise and other perils.

Positive

First-mover: first U.S. REIT ETF to integrate Moody's physical risk models
Insurance-grade analytics applied at property and portfolio level for REIT weighting

Negative

None.

News Market Reaction – MCO

+1.39%

1 alert

+1.39% News Effect

On the day this news was published, MCO gained 1.39%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Reality Check

Price: $440.79 Vol: Volume 1,264,847 is about...

normal vol

$440.79 Last Close

Volume Volume 1,264,847 is about 25% below the 20-day average of 1,690,074. normal

Technical Price $430.01 is trading below the 200-day MA of $491.07 and 21.37% under the 52-week high of $546.88.

Peers on Argus

Pre-news, MCO was up 0.83% while key peers were mixed: ICE (-0.42%), CME (-0.22%...

1 Up

Pre-news, MCO was up 0.83% while key peers were mixed: ICE (-0.42%), CME (-0.22%), SPGI (-0.33%), COIN (-4.04%), and NDAQ (+0.69%). Only COIN appeared in the momentum scanner, moving up, suggesting today’s setup reflected stock-specific rather than broad sector drivers.

Historical Context

5 past events · Latest: Mar 05 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Mar 05	Conference appearance	Neutral	-0.2%	CEO presentation at Bank of America information and business services conference.
Feb 24	Conference appearance	Neutral	+3.5%	Investor conference presentation by Moody's Investors Service president.
Feb 18	Earnings release	Positive	+6.5%	Reported Q4 and full-year 2025 results and provided 2026 outlook.
Feb 16	Regional expansion	Positive	-0.8%	Established regional headquarters in Saudi Arabia to deepen Middle East presence.
Jan 28	Earnings scheduling	Neutral	-0.4%	Announced timing of Q4 and full-year 2025 earnings release and call.

Pattern Detected

Recent MCO news, including conferences and earnings, has mostly seen share-price moves align directionally with the perceived tone of announcements, with only one notable divergence on regional expansion news.

Recent Company History

Over the last few months, MCO’s news flow has centered on investor outreach, earnings, and geographic expansion. An earnings release on Feb 18, 2026 (news_id 1014432) saw a +6.51% move, while conference participation on Feb 24 and Mar 12 coincided with modest price shifts. A Saudi Arabia regional HQ announcement on Feb 16 led to a small decline. Today’s climate-focused REIT index and ETF collaboration fits into this pattern of product and strategic positioning updates.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2026-02-19

An effective Form S-3ASR shelf, filed on 2026-02-19, allows Moody’s to issue unsecured debt securities from time to time for general corporate purposes, including working capital, capital expenditures, acquisitions, debt repayment, and share repurchases. No usage has been reported yet, with 0 prospectus supplements filed under this shelf.

Market Pulse Summary

This announcement showcases Moody’s role in powering a climate-resilient REIT index and ETF that int...

Analysis

This announcement showcases Moody’s role in powering a climate-resilient REIT index and ETF that integrates its insurance-grade catastrophe models into public REIT investing. It reinforces the strategic emphasis on climate and physical risk analytics rather than near-term financial figures. In context of recent earnings and conference activity, investors may watch how adoption of these climate-based index products evolves, and how Moody’s deploys its effective Form S-3ASR debt shelf from 2026-02-19 to support broader growth initiatives.

Key Terms

exchange-traded fund, reit, catastrophe models, portfolio construction, +1 more

5 terms

exchange-traded fund financial

"an exchange-traded fund designed to provide exposure to U.S. equity"

An exchange-traded fund (ETF) is a type of investment fund that holds a collection of assets, such as stocks or bonds, and is traded on stock exchanges like individual stocks. It allows investors to buy and sell a diversified group of investments easily and efficiently, often at a lower cost. ETFs provide a simple way to gain exposure to a broad market or specific sectors without having to buy each asset separately.

reit financial

"exposure to U.S. equity Real Estate Investment Trusts (REITs) while systematically"

A real estate investment trust (REIT) is a company that owns, operates, or finances income-producing real estate, like shopping centers, apartments, or office buildings. For investors, REITs offer a way to invest in real estate without having to buy property directly, often providing regular income through dividends. They function like a mutual fund for real estate, making it easier for people to add property investments to their portfolio.

catastrophe models technical

"leading catastrophe models in new applications, such as ETF and Index of REITs"

Computer tools that simulate large-scale disasters—like hurricanes, earthquakes, floods or wildfires—and estimate the likely damage and financial losses they would cause to insured assets. Investors use these models like a combined weather forecast and damage calculator to judge how much risk an insurer or portfolio faces, how policies should be priced, and how much capital or reinsurance is needed to absorb potential losses.

portfolio construction financial

"risk analytics into portfolio construction. CLIM is the first ETF of REITs"

Portfolio construction is the process of choosing and combining different investments—such as stocks, bonds, cash, or alternatives—so they work together to meet an investor’s goals while controlling risk. Like assembling a balanced meal or toolkit, it decides how much to put in each category and when to adjust those weights, which directly affects potential returns, ups-and-downs in value, and the likelihood of meeting objectives over time.

rule 10b5-1 plan regulatory

"at $456.7100 per share under a Rule 10b5-1 plan adopted on July 29, 2025"

A Rule 10b5-1 plan is a prearranged, written schedule that lets corporate insiders buy or sell company stock at set times or amounts, even if they later learn material nonpublic information. Think of it like setting an automatic thermostat for trades: it creates a clear record that trades were planned in advance, reducing the risk of insider-trading accusations and helping investors trust that insider transactions are routine rather than based on secret information.

AI-generated analysis. Not financial advice.

03/16/2026 - 07:08 AM

SAN CARLOS, Calif., March 16, 2026 /PRNewswire/ -- Climate Global and Exchange Traded Concepts announced the Climate Global – Climate-Resilient REIT Index ETF (Ticker: CLIM), an exchange-traded fund designed to provide exposure to U.S. equity Real Estate Investment Trusts (REITs) while systematically incorporating insurance-grade climate and extreme-weather risk analytics into portfolio construction. CLIM is the first ETF of REITs to directly integrate Moody's physical risk models—based on the same analytical infrastructure global insurers and reinsurers use to price policies and manage capital—into U.S. public equity REIT investing.

"Climate and extreme-weather events are increasing in frequency and severity, impacting industries beyond insurance," said Michael Steel, Head of Insurance Solutions at Moody's. "Moody's is proud to support the use of the insurance industry's leading catastrophe models in new applications, such as ETF and Index of REITs weighted by our climate and extreme-weather risk analytics."

"Real estate is inherently physical," said Moe Khosravy, Partner at Climate Global. "The risks are location-specific and driven in part by both long-term climate trends and acute extreme weather events. For decades, the insurance industry has invested substantial sums in catastrophe modeling to quantify potential economic loss across a broad set of perils including flood, hurricane, wildfire, hail, wind, tornado, heat stress, water stress, sea level rise and more. These models are calibrated to historical claims data and built to estimate loss under forward-looking hazard simulations. CLIM brings that standard of rigor into public markets."

"Insurers have some of the most economic skin in the game when it comes to climate and extreme weather risk," said Travis Deyle, Partner at Climate Global. "These models are used in a complex and multifaceted environment that helps decide how they commit capital, price policies, determine coverage and pay claims. CLIM applies that loss-calibrated, economically grounded framework to U.S. equity REITs—embedding property-level and portfolio-level risk measurement within a transparent, rules-based structure."

About Moody's Corporation
In a world shaped by increasingly interconnected risks, Moody's (NYSE: MCO) provides data, intelligence, and analytical tools to help business and financial leaders make confident decisions. Learn more at www.moodys.com. Moody's provides data and modeling outputs that are one factor used as an input in the Index's climate risk analytics. Moody's does not sponsor, endorse, sell, or promote the Fund.

About Climate Global
Climate Global is an index provider and data analytics company focused on real estate that is resilient to climate and extreme weather risks. Climate Global aims to democratize insights from the data and models used by the global insurance industry to create new financial products, intelligently allocate capital or provide tools to help people make better decisions. Climate Global also serves as the Fund's Sponsor. Learn more about Climate Global at www.climateglobal.com.

About Exchange Traded Concepts (ETC)
Exchange Traded Concepts is an SEC-registered independent investment adviser that specializes in white-label ETFs and oﬀers comprehensive ETF services spanning ETF-in-a-Box, ETF portfolio management, fund marketing and consulting. ETC's comprehensive platform delivers a true turnkey solution for investment advisors, ﬁnancial professionals, and others to manage their assets and oﬀer their strategy in an ETF wrapper to meet investor needs. Learn more at www.exchangetradedconcepts.com.

Important information

Carefully consider the funds' investment objectives, risk factors, charges and expenses before investing. This and additional information can be found in the Fund's Prospectus and Summary Prospectus, which may be obtained by visiting www.climateglobaletf.com Read the Prospectus and Summary Prospectus carefully before investing.

The fund is distributed by Foreside Fund Services, LLC. Exchange Traded Concepts, LLC serves as the investment advisor. Foreside is not affiliated with Moody's, Climate Global, Exchange Traded Concepts, LLC, or any of its affiliates.

Investing involves risk, including the loss of principal.

Passive Management: The fund is passively managed and attempts to mirror the composition and performance of the Climate Global – Climate-Resilient REIT Index. The Fund's returns may not match due to expenses incurred by the Fund or lack of precise correlation with the index.

Non-Diversification: The Fund may have more risk because it is "non-diversified", meaning that it can invest more of its assets in a smaller number of issuers. Accordingly, changes in the value of a single security may have a more significant effect, either negative or positive on the Fund's net asset value.

Real Estate Sector Risk: Through its investments in REITs, the Fund is subject to the risks of investing in the real estate market, including decreases in property revenues, increases in interest rates, increases in property taxes and operating expenses, legal and regulatory changes, a lack of credit or capital, defaults by borrowers or tenants, environmental problems, and natural disasters. The Fund may invest in derivatives, which are often more volatile than other investments and may magnify the Fund's gains or losses.

New Fund Risk: The Fund is a recently organized, giving prospective investors a limited track record on which to base their investment decision. The Climate Global - Climate-Resilient REIT Index (CLIMX) identifies, and tracks U.S. publicly listed Real Estate Investment Trusts (REITs) that demonstrate greater resilience to climate-related physical risks and extreme weather events. The index is not directly investable.

View original content:https://www.prnewswire.com/news-releases/climate-global-and-moodys-power-the-first-index-and-etf-of-climate-resilient-reits-302714149.html

SOURCE Climate Global

FAQ

What is the Climate Global – Climate-Resilient REIT Index ETF (CLIM) announced March 16, 2026?

CLIM is an ETF providing U.S. REIT exposure that integrates Moody's physical risk analytics into index weighting. According to Climate Global and Moody's, the ETF embeds insurer-calibrated catastrophe models to assess property-level and portfolio climate risk for REIT selection.

How does Moody's (MCO) contribute to the CLIM ETF's methodology?

Moody's supplies insurance-grade physical risk and extreme-weather models used in CLIM's portfolio construction. According to Moody's, these are the same catastrophe models insurers use to price policies and manage capital, adapted for public REIT investing.

Which climate perils are incorporated into CLIM's REIT risk analytics?

CLIM incorporates flood, hurricane, wildfire, hail, wind, tornado, heat stress, water stress, sea level rise and more. According to Climate Global, models are calibrated to historical claims and forward-looking hazard simulations for loss estimation.

What investment exposure does the CLIM ETF target for shareholders?

CLIM targets U.S. equity Real Estate Investment Trusts with portfolio construction informed by physical climate risk analytics. According to the sponsors, the ETF applies property-level and portfolio-level loss-calibrated measurements within a rules-based structure.

Why might investors consider the CLIM ETF compared with standard REIT ETFs?

CLIM applies insurer-used catastrophe modeling to weight REITs by climate and extreme-weather risk rather than only market cap. According to the sponsors, this embeds an economically grounded, loss-calibrated framework into public REIT investing.

Climate Global and Moody's Power the First Index and ETF of Climate-Resilient REITs