Package: pacta.multi.loanbook 0.1.1.9000

Jacob Kastl

pacta.multi.loanbook: Run 'PACTA' on Multiple Loan Books Easily

Run Paris Agreement Capital Transition Assessment ('PACTA') analyses on multiple loan books in a structured way. Provides access to standard 'PACTA' metrics and additional 'PACTA'-related metrics for multiple loan books. Results take the form of 'csv' files and plots and are exported to user-specified project paths.

Authors:Jacob Kastl [aut, cre, ctr], CJ Yetman [aut, ctr], Monika Furdyna [aut, ctr], RMI [cph, fnd]

pacta.multi.loanbook_0.1.1.9000.tar.gz
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pacta.multi.loanbook_0.1.1.9000.tgz(r-4.6-emscripten)
manual.pdf |manual.html
DESCRIPTION |NEWS
card.svg |card.png
pacta.multi.loanbook/json (API)

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

Bug tracker:https://github.com/rmi-pacta/pacta.multi.loanbook/issues

Pkgdown/docs site:https://rmi-pacta.github.io

Datasets:

On CRAN:

Conda:

climate-changepactapactaversesustainable-finance

5.00 score 4 scripts 151 downloads 8 exports 57 dependencies

Last updated from:069b974bb7. Checks:9 OK. Indexed: yes.

TargetResultTimeFilesSyslog
linux-devel-x86_64OK187
source / vignettesOK217
linux-release-x86_64OK176
macos-release-arm64OK176
macos-oldrel-arm64OK191
windows-develOK119
windows-releaseOK141
windows-oldrelOK112
wasm-releaseOK138

Exports:analyseanalyzeinitialise_default_projectinitialize_default_projectmatch_loanbooksprepare_abcdprioritise_and_diagnoseprioritize_and_diagnose

Dependencies:bitbit64cellrangerclicliprconfigcpp11crayondata.tabledplyrfarvergenericsggalluvialggplot2ggrepelgluegtablehmsisobandlabelinglatticelazyevallifecyclemagrittrpillarpkgconfigprettyunitsprogresspurrrr2dii.analysisr2dii.datar2dii.matchr2dii.plotR6RColorBrewerRcppreadrreadxlrematchrlangS7scalesstringdiststringistringrtibbletidyrtidyselecttzdbutf8vctrsviridisLitevroomwithryamlyesnozoo

Interpretation of Results
Coverage Diagnostics | Match Success Rate | Example Plots Match Success Rate | Interpretation of the Match Success Rate | Mapping the Data Dictionary to the Match Success Rate Plots | Loan Book Production Coverage | Interpretation of the Loan Book Production Coverage | Data Dictionary Loan Book Production Coverage | PACTA for Banks Outputs and Graphs | Target Market Share Results | Technology Mix | Example Plots Technology Mix | Interpretation of the Technology Mix Plots | Mapping the Data Dictionary to the Technology Mix Plots | Production Volume Trajectory | Example Plots Production Volume Trajectory | Interpretation of the Production Volume Trajectory Plots | Mapping the Data Dictionary to the Production Volume Trajectory Plots | Sectoral Decarbonization Approach Results | Emission Intensity Pathway | Example Plots Emission Intensity Pathway | Interpretation of the Emission Intensity Pathway Plots | Mapping the Data Dictionary to the Emission Intensity Pathway Plots | Net Aggregate Alignment Metric Outputs and Graphs | Net Aggregate Alignment Metric - Sankey Plot | Example Plots Net Aggregate Alignment Metric - Sankey Plot | Interpretation of the Sankey Plot | Mapping the Data Dictionary to the Sankey Plot | Net Aggregate Alignment by Financial Exposure | Example Plots Alignment by Exposure | Interpretation of the Alignment by Exposure Plots | Mapping the Data Dictionary to the Alignment by Exposure Plots | Buildout-Phaseout Scatter Plot for Aggregate Alignment Metric | Example Plots Buildout-Phaseout Aggregate Alignment | Interpretation of the Buildout-Phaseout Scatter Plots for the Aggregate Alignment Metric | Mapping the Data Dictionary to the Buildout-Phaseout Scatter Plot for the Aggregate Alignment Metric

Last update: 2025-02-03
Started: 2024-11-21

Preparatory Steps
Required Input Data Sets | Asset-based Company Data (ABCD) | Scenario Data | Raw Loan Books | Misclassified Loans | Asset-Based Company Data (ABCD) for company sector split | Companies to apply primary energy split on | Manual Sector Classification | Required Software | R (version 4.1.0 or higher) | RStudio (optional) | pacta.multi.loanbook R package | Connecting to GitHub from RStudio | Required R packages | Suggested R packages | FAQ | How do I install the pacta.multi.loanbook package? | How do I install the required R packages? | Project Setup | Config | Input/Output folder structure | Initialise a Project | Checklist of Preparatory Steps

Last update: 2025-02-03
Started: 2024-11-21

Running the Analysis
Structure of the Workflow | Setup | Data preparation | Options for the prepare_abcd() function | Sector split | Matching process | Some expectations for the matching process | Options for the match_loanbooks() function | Addressing misclassfied loans | Prioritization of loan books; Match success and coverage diagnostics | Options for the prioritise_and_diagnose() function | Run PACTA for Supervisors analysis | Options for the analysis() function and the overall analysis

Last update: 2025-02-03
Started: 2024-11-21

Advanced Use Cases
Tailoring the P4S Analysis to Your Needs | Use Case: Identify Transition Risks at the System Level | Use Case: Assess Individual Financial Institutions' Alignment and Transition Risk | Use Case: Identify Hotspots and Interlinkages of Risk Exposure | Use Case: Identify Potential Reputation Risks from Transition Misalignment

Last update: 2024-12-12
Started: 2024-11-21

Overview
What is the PACTA for Supervisors analysis? | Who is this tool built for? | What can the results of the PACTA for Supervisors analysis be used for? | What are the main steps of the analysis?

Last update: 2024-12-09
Started: 2024-11-21

Splitting loans of multi sector companies
1. Background | 2. Sector split | 2.1 Types of loans | 2.2 Sector split methodology | 2.2.1 Primary-energy based sector split for energy companies

Last update: 2024-11-18
Started: 2024-11-18

Configuring the application
Intro | Preface | Options | directories: | dir_input | dir_prepared_abcd | dir_matched_loanbooks | dir_prioritized_loanbooks_and_diagnostics | dir_analysis | file_names: | filename_scenario_tms | filename_scenario_sda | filename_abcd | sheet_abcd | project_parameters: | scenario_source | scenario_select | region_select | start_year | time_frame | by_group | sector_split: | apply_sector_split | filename_split_company_id | filename_advanced_company_indicators | sheet_advanced_company_indicators | matching: | params_match_name: | by_sector | min_score | method | p | overwrite | join_id | manual_sector_classification: | use_manual_sector_classification | filename_manual_sector_classification | match_prioritize: | priority | prepare_abcd: | remove_inactive_companies | match_success_rate: | plot_width | plot_height | plot_units | plot_resolution

Last update: 2024-11-18
Started: 2024-08-28

Understanding the data
Intro | Tables | Diagnostics | Match success rate | Loan book coverage | Companies lost in sector split | Standard PACTA analysis | Target Market Share results (all groups) | Sectoral Decarbonization Approach results (all groups) | Data tech mix | Data trajectory | Data emission intensity | Companies included | Aggregated PACTA metrics | Company technology deviation | Company net alignment metric for TMS sectors | Disaggregated company buildout/phaseout alignment metric for TMS sectors | Company net alignment metric for SDA sectors | Company net aggregate alignment metric with financial exposures | Disaggregated company buildout/phaseout alignment metric with financial exposures | Loan book net aggregate alignment metric with financial exposures | Disaggregated loan book buildout/phaseout alignment metric with financial exposures | Input data for Sankey plot | Input data for alignment-by-exposure scatter plot | Input data for buildout/phaseout scatter plot

Last update: 2024-11-18
Started: 2024-09-04

Calculation of a company alignment metric
1. Background | 1.1 The use case for aggregated alignment metrics | 2. The company alignment metric | 2.1 Basic concepts of the company alignment metric | 2.1.1 Addressing scenarios with bridge technologies | 2.2 Net aggregate company alignment metric | Interpretation: | 2.3 Build out and phase out company alignment metric | 2.4 Net aggregate company alignment metric in emissions intensity sectors

Last update: 2024-09-13
Started: 2024-09-13

Calculation of exposure-weighted aggregated alignment metric
1. Background | 1.1 The use case for exposure-weighted aggregated alignment metrics | 2. Exposure-weighted aggregated alignment metric | 2.1 Defining exposure weights at the company/sector level | 2.2 Aggregating the company/sector level metric to the loan book by sector level | Interpretation:

Last update: 2024-09-13
Started: 2024-09-13