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Asset | ||
------------------------------ | ||
The Asset model holds asset specific data for each real asset, facility (plant, infrastructure etc) that is part of a Project (which may or may not be financed) | ||
The Asset model holds asset specific data for each real asset, facility (plant, infrastructure etc) that is part of a **Project* (which may or may not be financed) | ||
The assumption is that an Asset participates in only one Project at a time (if linked to a project object) | ||
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A special type of Asset is a **Building** (whether used for residential or commercial purposes). | ||
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.. note:: To further classify assets, the EBA Loan Asset Classes are used for correspondence, but those are *financial asset classes*. | ||
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.. automodule:: portfolio.Asset | ||
:members: | ||
:undoc-members: | ||
:noindex: | ||
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.. automethod:: portfolio.Asset.Asset | ||
.. automethod:: portfolio.Asset.ProjectAsset | ||
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.. automethod:: portfolio.Asset.Building |
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Contractor | ||
------------------------------ | ||
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.. automodule:: portfolio.Borrower | ||
:members: | ||
:undoc-members: | ||
:noindex: | ||
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.. automethod:: portfolio.Borrower.Borrower |
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Emissions Source | ||
------------------------------ | ||
Emissions Source models hold granular activity and emissions type data that characterize and quantify the emissions of an Asset. | ||
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An asset may involve multiple emissions sources. There are several submodels, adapted to different portfolio management use cases | ||
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.. automodule:: portfolio.EmissionsSource | ||
:members: | ||
:undoc-members: | ||
:noindex: | ||
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.. automethod:: portfolio.EmissionsSource.EmissionsSource | ||
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.. automethod:: portfolio.EmissionsSource.GPCEmissionsSource | ||
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.. automethod:: portfolio.EmissionsSource.BuildingEmissionsSource |
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GHG Project Protocol Workflow | ||
------------------------------------ | ||
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The following steps replicate the GHG Project workflow | ||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | ||
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Mortgage | ||
------------------------------ | ||
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.. automodule:: portfolio.Mortgage | ||
:members: | ||
:undoc-members: | ||
:noindex: | ||
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.. automethod:: portfolio.Mortgage.Mortgage |
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Portfolios | ||
------------------------------ | ||
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.. automodule:: portfolio.Portfolios | ||
:members: | ||
:undoc-members: | ||
:noindex: | ||
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.. automethod:: portfolio.Portfolios.Portfolio | ||
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.. automethod:: portfolio.Portfolios.PortfolioSnapshot | ||
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.. automethod:: portfolio.Portfolios.PortfolioData | ||
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.. automethod:: portfolio.Portfolios.LimitStructure |
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Operator | ||
------------------------------ | ||
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.. automodule:: portfolio.PrimaryEffect | ||
:members: | ||
:undoc-members: | ||
:noindex: | ||
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.. automethod:: portfolio.PrimaryEffect.PrimaryEffect |
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Project | ||
------------------------------ | ||
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.. automodule:: portfolio.Project | ||
:members: | ||
:undoc-members: | ||
:noindex: | ||
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.. automethod:: portfolio.Project.Project |
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Operator | ||
------------------------------ | ||
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.. automodule:: portfolio.ProjectActivity | ||
:members: | ||
:undoc-members: | ||
:noindex: | ||
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.. automethod:: portfolio.ProjectActivity.ProjectActivity |
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Operator | ||
------------------------------ | ||
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.. automodule:: portfolio.SecondaryEffect | ||
:members: | ||
:undoc-members: | ||
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.. automethod:: portfolio.SecondaryEffect.SecondaryEffect |
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The equinox platform | ||
===================== | ||
**equinox** is a Python / Django powered portfolio management platform that allows the collection and reporting of project finance risk and sustainability characteristics | ||
The equinox platform at a glance | ||
============================================ | ||
**equinox** is a Python / Django powered sustainable portfolio management platform that allows the collection and reporting of sustainable finance risk and sustainability characteristics | ||
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Architecture | ||
------------- | ||
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* At the core of equinox are a number of data models that capture information about the different entities and concepts involved in Sustainable Finance. These data models follow a logical pattern that is independent of any of the reference standards or eventual applications that are being implemented. | ||
* Functionality is delivered via a number of apps that process user inputs and portfolio data and deliver analyses and reports | ||
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- At the core of equinox are a number of **data models** that capture information about the different entities and concepts involved in Sustainable Finance and more specifically Portfolio Management. These data models follow a logical pattern that is independent of any of the reference standards or eventual applications that are being implemented. | ||
- Functionality is delivered via a number of **apps** that process user inputs and portfolio data and deliver analyses and reports | ||
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Data Layer | ||
--------------- | ||
The data layer can be segmented into two major categories: The Physical Layer that holds information about physical aspects of assets, activities etc. and the "socioeconomic" layer that holds information about entities, economic and financial aspects etc. | ||
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Physical Layer | ||
~~~~~~~~~~~~~~~~~~ | ||
* Project is the core object. It belongs to a Project Category | ||
* One or More Assets are major real items linked to the Project. | ||
* Primary Effect is the GHG impact of a Project Activity | ||
* Secondary Effect is the GHG impact of a Project Activity | ||
* Project Activity is a specific Sustainability impact (eg GHG reduction) of a Project | ||
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Socioeconomic Layer | ||
~~~~~~~~~~~~~~~~~~~~~ | ||
* Project Company is a Legal Entity that finances a Project | ||
* Contractors are Entities that are involved in delivering under contract to the Project Company | ||
* Operators are Entities that are involved in operating under contract to the Project Company | ||
* Sponsors are Entities that are involved in commissioning, guaranteeing or providing equity to the Project Company | ||
* Stakeholders are other entities that are impacted or impacting by the Project Company | ||
* Revenue focuses specifically on the business model of a Project Company | ||
* A Loan is a borrowing made by a Project Company | ||
* Swap is an example of additional contract by the Project Company | ||
* Scorecard collects relevant data to support the risk analysis of a Project Company | ||
The data layer can be segmented into two major categories: | ||
- The *Physical Data Layer* that holds information about physical aspects of assets, activities etc. and | ||
- The *Socioeconomic Data Layer* that holds information about entities, economic and financial aspects etc. | ||
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Physical Data Layer | ||
~~~~~~~~~~~~~~~~~~~~ | ||
- Assets are the core objects with environmental impact (emissions) | ||
- Project is the core portfolio management object. It belongs to a Project Category | ||
- One or More Assets may ne linked to a Project. | ||
- Primary Effect is the GHG impact of a Project Activity | ||
- Secondary Effect is the GHG impact of a Project Activity | ||
- Project Activity is a specific Sustainability impact (eg GHG reduction) of a Project | ||
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Socioeconomic Data Layer | ||
~~~~~~~~~~~~~~~~~~~~~~~~~ | ||
- Project Company is a Legal Entity that finances a Project | ||
- Borrower is a Legal Counterparty to a Loan contract (may be natural person or corporate entity) | ||
- Contractors are Entities that are involved in delivering under contract to the Project Company | ||
- Operators are Entities that are involved in operating under contract to the Project Company | ||
- Sponsors are Entities that are involved in commissioning, guaranteeing or providing equity to the Project Company | ||
- Stakeholders are other entities that are impacted or impacting by the Project Company | ||
- Revenue focuses specifically on the business model of a Project Company | ||
- A Loan is a borrowing made by a Project Company | ||
- Swap is an example of additional contract by the Project Company | ||
- Scorecard collects relevant data to support the risk analysis of a Project Company | ||
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Application Layer | ||
------------------ | ||
The application layer help the user extract useful information from the database and perform the required analyses and reports | ||
The application layer helps users extract useful information from the database and perform the required analyses and reports | ||
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* Asset Manager | ||
* Risk Analysis | ||
* Results Explorer | ||
- Asset Manager | ||
- Risk Analysis | ||
- Results Explorer |
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