diff --git a/src/routes/company_view.svelte b/src/routes/company_view.svelte index 7accd0c..a4dbedf 100644 --- a/src/routes/company_view.svelte +++ b/src/routes/company_view.svelte @@ -7,6 +7,7 @@ import { techexposure_company } from '../js/techexposure_company.js'; import { createErrorMessageDiv } from '../js/createErrorMessageDiv.js'; import * as d3 from 'd3'; + import { Accordion, AccordionItem } from '@skeletonlabs/skeleton'; onMount(async () => { const exposureStatsDataResponse = await fetch('data/data_exposure_stats.json'); @@ -417,26 +418,34 @@
-

Company Exposure to Low- and High-Carbon Technologies

-

- This chart illustrates the current and future technology exposure and future plans - for climate alignment of companies in the sector. Companies on the left have higher - exposure to high-carbon technologies, while those on the right are more aligned with - low-carbon solutions. -

-

-

- It also compares each company's plans for expanding low-carbon technologies against - the selected climate scenario. Companies lower on the chart have smaller planned - investments in low-carbon tech, while those higher up have larger planned - expansions. -

-

-

- The size of the dots reflects each company's influence on the portfolio’s overall - climate alignment, with larger dots representing companies with greater weight. -

-

+ + + + + + + + + +

Company Exposure to Low- and High-Carbon Technologies

+ + +

+ This chart illustrates the current and future technology exposure and future + plans for climate alignment of companies in the sector. Companies on the left + have higher exposure to high-carbon technologies, while those on the right are + more aligned with low-carbon solutions. +

+ It also compares each company's plans for expanding low-carbon technologies against + the selected climate scenario. Companies lower on the chart have smaller planned + investments in low-carbon tech, while those higher up have larger planned expansions. +

+ The size of the dots reflects each company's influence on the portfolio’s overall + climate alignment, with larger dots representing companies with greater weight. +

+ + +
@@ -444,21 +453,36 @@
-

Future technology mix

-

- This section presents the most significant companies in your - portfolio, based on their weight, within the Power and - Automotive - sectors. For each company, we show its future technology mix. -

- By understanding the technology breakdown of these key companies, - you can assess how their planned production activities contribute to the overall - climate alignment - of the portfolio. This analysis supports - transition risk management - and helps inform engagement strategies for companies that may need to - accelerate their transition to low-carbon solutions. -

+ + + + + + + + + +

Future technology mix

+ + +

+ This section presents the most significant companies in your + portfolio, based on their weight, within the Power and + Automotive + sectors. For each company, we show its future technology mix. +

+ By understanding the technology breakdown of these key + companies, you can assess how their planned production activities contribute + to the overall + climate alignment + of the portfolio. This analysis supports + transition risk management + and helps inform engagement strategies for companies that may + need to accelerate their transition to low-carbon solutions. +

+ + +
diff --git a/src/routes/portfolio_view.svelte b/src/routes/portfolio_view.svelte index 989d8c3..112817c 100644 --- a/src/routes/portfolio_view.svelte +++ b/src/routes/portfolio_view.svelte @@ -6,6 +6,7 @@ import { techexposure } from '../js/techexposure'; import { tabulateIntoIncludedTable } from '../js/included_table.js'; import { createErrorMessageDiv } from '../js/createErrorMessageDiv.js'; + import { Accordion, AccordionItem } from '@skeletonlabs/skeleton'; onMount(async () => { const tableDataResponse = await fetch('data/data_included_table.json'); @@ -176,18 +177,31 @@
-

Asset classes covered by the analysis

-
-

- This analysis focuses on asset classes with a direct and measurable impact on the real - economy, specifically investments in listed equities and - corporate bonds on the secondary market. These asset classes represent - the most accessible and reliable data sources for understanding portfolio alignment with - climate transition goals. -

- From the total market value of the portfolio, [X]% is allocated to equity - investments, and [Y]% is allocated to corporate bonds. -

+ + + + + + + + + +

Asset classes covered by the analysis

+ + +

+ This analysis focuses on asset classes with a direct and measurable impact on the + real economy, specifically investments in listed equities and + corporate bonds on the secondary market. These asset classes + represent the most accessible and reliable data sources for understanding portfolio + alignment with climate transition goals. +

+ From the total market value of the portfolio, [X]% is allocated to + equity investments, and [Y]% is allocated to corporate bonds. +

+ + +
@@ -196,31 +210,46 @@
-

- Sector Coverage by Assets Under Management and Absolute CO2 Emissions -

-
- The PACTA for Investors analysis focuses on listed equity and corporate - bond holdings in key climate-relevant sectors, including - oil and gas, coal, automotive, power generation, cement, steel, and aviation, and aviation. These sectors meet three criteria: they are major - contributors to global GHG emissions, have available scenario benchmarks for transition - expectations, and provide sufficient data for analysis. -

- Sectors like agriculture, forestry, aluminum, paper, and glass - are excluded due to limited asset-level or scenario data. -

- While the PACTA analysis centers on sectoral alignment through production capacity, estimating - absolute CO2 emissions associated with a portfolio can provide additional - insights into the relative importance of each sector in the decarbonization of the - portfolio. -

- The charts below provide an overview of the portfolio’s exposure to - PACTA sectors, as well as the - emissions associated with those sectors. + + + + + + + + + +

+ Sector Coverage by Assets Under Management and Absolute CO2 Emissions +

+ + +

+ The PACTA for Investors analysis focuses on listed equity and + corporate bond holdings in key climate-relevant sectors, including + oil and gas, coal, automotive, power generation, cement, steel, and aviation, and aviation. These sectors meet three criteria: they are + major contributors to global GHG emissions, have available scenario benchmarks for + transition expectations, and provide sufficient data for analysis. +

+ Sectors like agriculture, forestry, aluminum, paper, and glass + are excluded due to limited asset-level or scenario data. +

+ While the PACTA analysis centers on sectoral alignment through production capacity, + estimating + absolute CO2 emissions associated with a portfolio can provide + additional insights into the relative importance of each sector in the + decarbonization of the portfolio. +

+ The charts below provide an overview of the portfolio’s exposure to + PACTA sectors, as well as the + emissions associated with those sectors. +

+ + +
-
@@ -241,19 +270,32 @@
-

Exposure to climate-relevant sectors and technologies

-
-

- Within each climate-relevant sector, different technologies play varying roles in the - transition to a low-carbon economy. Understanding your portfolio’s exposure to the - sector and the associated technologies is critical for assessing both transition risks - and investment opportunities in the context of climate change. -
- The following chart visualizes the portfolio's exposure to the different sectors and technologies, - compared to the relevant benchmarks. -

+ + + + + + + + + +

Exposure to climate-relevant sectors and technologies

+ + +

+ Within each climate-relevant sector, different technologies play varying roles in + the transition to a low-carbon economy. Understanding your portfolio’s exposure to + the sector and the associated technologies is critical for assessing both transition risks + and investment opportunities in the context of climate change. +
+ The following chart visualizes the portfolio's exposure to the different sectors and + technologies, compared to the relevant benchmarks. +

+ + +
diff --git a/src/routes/sector_view.svelte b/src/routes/sector_view.svelte index 0ff9752..a3f78df 100644 --- a/src/routes/sector_view.svelte +++ b/src/routes/sector_view.svelte @@ -7,6 +7,7 @@ import { time_line } from '../js/time_line.js'; import { createErrorMessageDiv } from '../js/createErrorMessageDiv.js'; import * as d3 from 'd3'; + import { Accordion, AccordionItem } from '@skeletonlabs/skeleton'; onMount(async () => { const exposureStatsDataResponse = await fetch('data/data_exposure_stats.json'); @@ -494,27 +495,43 @@
-

Future production plans

-
-

- The charts below present the portfolio alignment with various climate transition - scenarios by technology, based on the production plans of the - companies in the portfolio. This analysis applies to sectors with well-defined - technology decarbonization roadmaps, including power, fossil fuels, - and automotive. The analysis looks at a - 5-year horizon, comparing companies’ planned production - trajectories with those outlined in climate scenarios. The results are benchmarked - against market indices to help assess potential risks and opportunities for - alignment with climate goals. -
- Note that the scenarios vary in their assumptions about the pace of technological change, - ranging from rapid to gradual shifts. For more details, refer to the - PACTA for Investors Scenario Document. -

+ + + + + + + + + +

Future production plans

+ + +

+ The charts below present the portfolio alignment with various climate + transition scenarios by technology, based on the production plans + of the companies in the portfolio. This analysis applies to sectors with well-defined + technology decarbonization roadmaps, including + power, fossil fuels, + and automotive. The analysis looks at a + 5-year horizon, comparing companies’ planned production + trajectories with those outlined in climate scenarios. The results are + benchmarked against market indices to help assess potential risks and + opportunities for alignment with climate goals. +
+ Note that the scenarios vary in their assumptions about the pace of technological + change, ranging from rapid to gradual shifts. For more details, refer to the + PACTA for Investors Scenario Document. +

+ + +
@@ -523,14 +540,28 @@
-

Current and Future technology breakdown

-

- In sectors with established low-carbon alternatives, it is valuable to examine how - the technology mix evolves over the next five years. This comparison - helps gauge how the portfolio’s technology distribution aligns with future decarbonization - goals. In the long term, low-carbon technologies will play a more critical role than - high carbon technologies. -

+ + + + + + + + + +

Current and Future technology breakdown

+ + +

+ In sectors with established low-carbon alternatives, it is valuable to + examine how the technology mix evolves over the next five years. + This comparison helps gauge how the portfolio’s technology distribution aligns + with future decarbonization goals. In the long term, low-carbon technologies + will play a more critical role than high carbon technologies. +

+ + +
@@ -538,18 +569,33 @@
-

Alignment of emission intensities

-

- The emission intensities metric tracks changes in emissions intensity - over time, comparing the current trajectory of the portfolio with the emission reduction - paths outlined in climate scenarios. It's a key measure for sectors like cement, steel, - and aviation, where decarbonization relies on improving efficiency and investing in - R&D. This metric helps investors understand how companies are progressing toward carbon - neutrality and assess their potential for future alignment with decarbonization goals. -
-

+ + + + + + + + + +

Alignment of emission intensities

+ + +

+ The emission intensities metric tracks changes in emissions intensity + over time, comparing the current trajectory of the portfolio with the emission + reduction paths outlined in climate scenarios. It's a key measure for sectors + like cement, steel, and aviation, where decarbonization relies on improving efficiency + and investing in R&D. This metric helps investors understand how companies are + progressing toward carbon neutrality and assess their potential for future alignment + with decarbonization goals. +
+

+ + +