Loader Mappings

Dimension - Business Activity

This tab is used to create a mapping between the key dimension to the relevant business activity and strategy. For example, users can create a mapping based on a Business Unit for a Business Activity like Equity, Fixed Income and Business Strategy like Active or Passive.

Figure 10-10 The Dimension - Business Activity tab


The Dimension - Business Activity tab

  • <Product>- The name of this column is depends on the user selected dimensions. This drop-down list contains the pre-seeded PCAF values.
  • Business Activity Name- This drop-down list contains the business activities.
  • Business Strategy Name- This drop-down list contains two pre-seeded business strategies:
    • Active
    • Passive
  • Add New Row- Click this button to add a new row to the table in order to map a new emission factor database to a business activity name and business strategy name.
  • Delete- Click this icon adjacent to a row to delete it.

Dimension - ISSB

This tab is to be used for the user to create a mapping between a key dimension to the ISSB-standard specific industries for the Financial Sector. For example, users can create a mapping based on Business Unit for activities relating to Commercial Banking, Asset Management etc.

Figure 10-11 Dimension - ISSB


Dimension - ISSB

  • <Product>- This field contains the legal entity.
  • ISSB Name- The name of this column depends on the user-selection of dimensions. This drop-down list contains a list of ISSB elements-specified list of industries which are to be used for Cross-Industry metrics and disclosures.
  • Add New Row- Click this button to add a new row to the table in order to map a new legal entity database to an ISSB name .
  • Delete- Click this icon adjacent to a row to delete it.
  • Save - Click this icon to save the mappings.
  • Refresh- Click this page to refresh the data on this page to their default values.
  • Download- Click this icon to download the expression mappings in a .csv format.

Dimension - Sustainability Metrics

This tab is to be used for the user to create a mapping between a key dimension and available ESG integration strategy. For example, users can create a mapping based on Business Unit to ESG integration strategy like screening, integration etc.

Figure 10-12 Dimension - Sustainability Metrics


Dimension - Sustainability Metrics

  • <Product>- The name of this column is based on the user selection of relevant dimensions.
  • Integration of ESG Issues- Select either Yes or No.
  • Screening- Select either Yes or No.
  • Sustainability Themed Investing- Select either Yes or No.
  • Add New Row- Click this button to add a new row to the table in order to map a new emission category.
  • Delete- Click this icon adjacent to a row to delete it.
Product - Asset ClassThis tab is to be used for the user to create a mapping between a product and an asset class.

Figure 10-13 Product - Asset Class


Product - Asset Class

  • Product- The name of this column is based on the user selection of relevant dimensions.
  • Asset Class- Select an asset class from the drop down list.
  • Add New Row- Click this button to add a new row to the table in order to map a new emission category.
  • Delete- Click this icon adjacent to a row to delete it.
  • Save - Click this icon to save the mappings.
  • Refresh- Click this page to refresh the data on this page to their default values.
  • Download- Click this icon to download the expression mappings in a .csv format.