Draft guidance summarised in the form of a 120 page guidance report
A complete guidance document integrating Deliverables 2.1 and Deliverables 2.3 on “SEI Assets Methodology for Investors”.
A 120-page report titled “SEI Roadmaps and targets for Financial Institutions”, composed of Deliverables 1.1 / 1.2 / 1.4.
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.
A 50-60 page guidance document on defining SEI assets beyond corporate.
30-page chapter on financing and investment targets for different types of financial institutions (based on tasks 1.1 / 1.2 / 1.3).
Road-tests with at least ten financial organisations on the draft methodology developed in Task 3.1
At least 10 5 page action papers on integrating deliverables into ongoing policy discussions at EU level.
A draft 40-50 page guidance document plus technical annexes on “SEI portfolio metrics methodology”.
A 30-40 page research report on “Implications of SEI metrics and tools for financial policies”
- 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”.
A 40-50 page report on the financial performance of SEI portfolio strategies
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.
The final guidance report (40-50 pages) on “SEI Portfolio Metrics”, integrating the results of the road-tests (Deliverable 3.2).
At least three training sessions in France, the UK, and Germany on the guidance documents developed in WP2.
Final report for the WP4, integrating insights from Deliverables 4.1 and 4.3
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.
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).
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.