Opendata, web and dolomites

SEI Metrics project deliverables

The page lists 21 deliverables related to the research project "SEI Metrics".

 List of Deliverables

SEI Metrics: list of downloadable deliverables.
title and desprition type last update

Code portfolio assessment

Additional deliverable 3.4: The code (programmed in R) allows the automatisation of portfolio assessments using the methodology developed in WP 3. This deliverable has been added due to the unexpectedly high demand for portfolio assessments by investors and the need to automate the process in order to be able to respond to the demand and to reduce time needed for each portfolio assessment.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Other 2019-05-31

Adapting and extending existing energy roadmaps

- 60-page chapter with two sections on “Adapting energy investment scenarios to financial institutions” and “Extending energy investment roadmaps”. The chapter will constitute the first chapter of the Deliverable 1.5 report on “SEI Roadmaps and Targets for FIs”.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

Risk/returns of SEI investing

A 40-50 page report on the financial performance of SEI portfolio strategies

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

Turning roadmaps into targets

30-page chapter on financing and investment targets for different types of financial institutions (based on tasks 1.1 / 1.2 / 1.3).

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

SEI assets methodology (beyond corporate)

A 50-60 page guidance document on defining SEI assets beyond corporate.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

Report on road-tests and trainings (assets)

20-30 road-tests among the target groups for the road-tests of the guidance developed in Deliverable 2.1
In addition, the final Deliverable 2.4 of the WP will integrate the insights from the road-tests into the update of the guidance developed in Task 2.1 (Deliverable 2.1).

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

SEI assets methodology

A complete guidance document integrating Deliverables 2.1 and Deliverables 2.3 on “SEI Assets Methodology for Investors”.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

SEI portfolio metrics

The final guidance report (40-50 pages) on “SEI Portfolio Metrics”, integrating the results of the road-tests (Deliverable 3.2).

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

Trainings on climate standards

At least three training sessions in France, the UK, and Germany on the guidance documents developed in WP2.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

State-of-the-art review of climate standards

20-30 page report on state-of-the-art of climate accounting for investors, referencing the work and implications of the impact associated with Task 4.2.1 and Task 4.2.2.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

Portfolio optimization tools

Integration of SEI metrics into a portfolio optimization tool.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Websites, patent fillings, videos etc. 2019-05-31

Action Papers

At least 10 5 page action papers on integrating deliverables into ongoing policy discussions at EU level.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

Financial policies recommendations

A 30-40 page research report on “Implications of SEI metrics and tools for financial policies”

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

Report on consultations

At least 20 high-level consultations at EU, French, German and UK levels from the publication of Deliverable 6.2.1 to the end of the project.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

SEI benchmark index

A series of investable benchmark indices whose diversification reflects the investment needs of a 2° C economy.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Websites, patent fillings, videos etc. 2019-05-31

SEI Roadmap and Targets for FI

A 120-page report titled “SEI Roadmaps and targets for Financial Institutions”, composed of Deliverables 1.1 / 1.2 / 1.4.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

SEI/Carbon Data and standards for investors

Final report for the WP4, integrating insights from Deliverables 4.1 and 4.3

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-31

Carbon/climate data needs for investors

A 30-page report on the “Carbon/Climate Data Needs for Investors”. The report is planned as a feasibility study for updating the CDP questionnaire based on the project.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-30

SEI portfolio metrics methodology (draft)

A draft 40-50 page guidance document plus technical annexes on “SEI portfolio metrics methodology”.

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-30

Report on road-tests and trainings (portfolio)

Road-tests with at least ten financial organisations on the draft methodology developed in Task 3.1

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-30

SEI corporate assets methodology (draft)

Draft guidance summarised in the form of a 120 page guidance report

Programme: H2020-EU.3.3.7. - Topic(s): EE-19-2014

download deliverable 

Documents, reports 2019-05-30