Package: pacta.data.preparation 0.1.0.9003

CJ Yetman

pacta.data.preparation: Prepare Data for PACTA for Investors

This package provides tools to prepare input datasets to be run in the PACTA_analysis tool.

Authors:CJ Yetman [aut, cre, ctr], Jackson Hoffart [aut, ctr], Jacob Kastl [aut, ctr], Alex Axthelm [aut, ctr], RMI [cph, fnd]

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manual.pdf |manual.html✨
card.svg |card.png
pacta.data.preparation/json (API)
NEWS

# Install 'pacta.data.preparation' in R:
install.packages('pacta.data.preparation', repos = c('https://rmi-pacta.r-universe.dev', 'https://cloud.r-project.org'))

Bug tracker:https://github.com/rmi-pacta/pacta.data.preparation/issues

On CRAN:

Conda:

climate-changepactapactaversesustainable-finance

3.92 score 1 stars 1 packages 11 scripts 29 exports 104 dependencies

Last updated from:ec3298f994. Checks:9 OK. Indexed: yes.

TargetResultTimeFilesSyslog
linux-devel-x86_64OK164
source / vignettesOK203
linux-release-x86_64OK162
macos-release-arm64OK86
macos-oldrel-arm64OK110
windows-develOK121
windows-releaseOK95
windows-oldrelOK101
wasm-releaseOK132

Exports:calc_shares_all_classesdataprep_abcd_scen_connectiondetermine_relevant_yearsimport_ar_advanced_company_indicatorsimport_ar_masterdataprepare_abcd_flags_bondsprepare_abcd_flags_equityprepare_ar_company_id__country_of_domicileprepare_ar_company_id__credit_parent_ar_company_idprepare_ar_company_id__sectors_with_assets__debtprepare_ar_company_id__sectors_with_assets__ownershipprepare_company_id__creditor_company_idprepare_entity_infoprepare_factset_entity_id__ar_company_idprepare_factset_entity_id__credit_parent_idprepare_factset_entity_id__security_mapped_sectorprepare_financial_dataprepare_fund_dataprepare_isin_to_fund_tableprepare_iss_average_sector_emission_intensitiesprepare_iss_company_emissionsprepare_iss_entity_emission_intensitiesprepare_masterdataprepare_masterdata_debtprepare_total_fund_listquarter_to_factset_timestampquarter_to_imf_timestampstandardize_asset_type_nameswrite_manifest

Dependencies:askpassbase64encbrewbriobslibcachemcallrclicliprcommonmarkcountrycodecpp11crayoncredentialscurldata.tabledescdevtoolsdiffobjdigestdownlitdplyrdtplyrellipsisevaluatefansifastmapfontawesomefsgenericsgertghgitcredsgluehighrhtmltoolshtmlwidgetshttpuvhttr2inijquerylibjsonliteknitrlaterlifecyclelubridatemagrittrmemoisemimeminiUIopensslotelpakpillarpkgbuildpkgconfigpkgdownpkgloadpraiseprettyunitsprocessxprofvispromisespspurrrR6raggrappdirsrcmdcheckRcpprlangrmarkdownroxygen2rprojrootrstudioapirversionssasssessioninfoshinysourcetoolsstringistringrsyssystemfontstestthattextshapingtibbletidyrtidyselecttimechangetinytexurlcheckerusethisutf8vctrswaldowhiskerwithrxfunxml2xopenxtableyamlzip

Share Ownership Weighting and Share Class Inclusion in PACTA

Rendered fromshare_ownership_methodology.Rmdusingknitr::rmarkdownon May 24 2026.

Last update: 2024-04-15
Started: 2024-04-15

Readme and manuals

Help Manual

Help pageTopics
Calculate the number of shares across all equity asset classescalc_shares_all_classes
Combine ABCD and scenario data into the [equity/bonds]_abcd_scenario.rds format that is used by portfolio.analysisdataprep_abcd_scen_connection
Determine relevant yearsdetermine_relevant_years
Import the data from a version of Asset Resolution's proprietary Advanced Company Indicators XLSX into a tidy data frame.import_ar_advanced_company_indicators
Import the data from a version of Asset Resolution's bespoke 'masterdata_*.csv' files into a tidy data frame.import_ar_masterdata
Titleprepare_abcd_flags_bonds
Titleprepare_abcd_flags_equity
Prepare an 'ar_company_id__country_of_domicile' lookup table from the 'entity_info' dataprepare_ar_company_id__country_of_domicile
Prepare an 'ar_company_id__credit_parent_ar_company_id' lookup table from the 'entity_info' dataprepare_ar_company_id__credit_parent_ar_company_id
Prepare an 'ar_company_id__sectors_with_assets__debt' lookup table from the 'masterdata_debt_datastore' dataprepare_ar_company_id__sectors_with_assets__debt
Prepare an 'ar_company_id__sectors_with_assets__ownership' lookup table from the 'masterdata_ownership_datastore' dataprepare_ar_company_id__sectors_with_assets__ownership
Prepare a 'company_id__creditor_company_id' lookup table from Asset Impact's 'masterdata_debt' dataprepare_company_id__creditor_company_id
Prepare the 'entity_info' output data frame from data frames imported from the 'factset_entity_info.rds' and 'ar_company_id__factset_entity_id.rds' filesprepare_entity_info
Prepare a 'factset_entity_id__ar_company_id' lookup table from Asset Impact's 'ar_company_id__factset_entity_id' crosswalkprepare_factset_entity_id__ar_company_id
Prepare a 'factset_entity_id__credit_parent_id' lookup table from 'entity_info'prepare_factset_entity_id__credit_parent_id
Prepare a 'factset_entity_id__security_mapped_sector' lookup table from 'entity_info'prepare_factset_entity_id__security_mapped_sector
Prepare the 'financial_data' output data frame from the imported 'factset_financial_data.rds' fileprepare_financial_data
Prepare fund data, filtering to funds with data according to a given threshold and adding a 'MISSINGWEIGHT' holding for the differenceprepare_fund_data
Prepare 'isin_to_fund_table', filtering out fsyms that have more than 1 row and either no fund data or fund data for both rowsprepare_isin_to_fund_table
Prepare a 'iss_average_sector_emission_intensities' objectprepare_iss_average_sector_emission_intensities
Prepare an 'iss_company_emissions' object from 'factset_iss_emissions_data'prepare_iss_company_emissions
Prepare a 'iss_entity_emission_intensities' objectprepare_iss_entity_emission_intensities
Prepare the 'masterdata_ownership_datastore' or 'masterdata_debt_datastore' output data frame from an import of a raw AR masterdata_* CSVprepare_masterdata
Prepare the 'masterdata_debt_datastore' object from a raw masterdata_debt CSVprepare_masterdata_debt
Prepare a 'total_fund_list' object from 'fund_data'prepare_total_fund_list
Convert a PACTA style quarter string to a FactSet style date string for the last day of that quarterquarter_to_factset_timestamp
Convert a PACTA style quarter string to an IMF style quarter stringquarter_to_imf_timestamp
Standardize asset type namesstandardize_asset_type_names
Write a manifest.json file to the specified path including critical information about the files and parameters used to prepare the datawrite_manifest