Equinox User Documentation

The Equinox Risk app is the primary means to apply risk analytics and models to the portfolio.

Sustainable Finance Standards

The sustainability related standards currently adopted / implemented in Equinox are based principally on the following references:

GHG Protocol Standards

• The GHG Protocol for Projects (The GHG Protocol for Project Accounting, 2005)
• GHG Protocol Scope 2 Guidance (An amendment to the GHG Protocol Corporate Standard, 2015)
• Fong, W. K., M. Sotos, M. Doust, S. Schultz, A. Marques, and C. Deng-Beck (2014). Global Protocol for Community-Scale Greenhouse Gas Emission Inventories: An Accounting and Reporting Standard for Cities. World Resources Institute. C40 Cities Climate Leadership Group; Local Governments for Sustainability ICLEI. 1, 1–176.

PCAF Standards

• PCAF Emissions Accounting and Reporting for Residential Mortgages
• PCAF Emissions Accounting and Reporting for Project Finance

Other Sustainable Finance

• Equator Principles for Project Finance
• OECD Climate Actions and Policies Database

Regulatory Standards and Other Resources

• BIS/EBA Standardized Credit Risk assessment of Project Finance
• The EFDB Database
• The TED Database

Open Risk White Papers

The following Open Risk White Papers provide conceptual context or other implementation details underpinning the Equinox platform.

The Sustainability Challenge

Sustainability, understood broadly in its environmental, economic and social dimensions, is emerging as the undisputed constraint that shapes future human economic activities.It specifically shapes how the financial system facilitates, shapes and empowers economic life leading to the concept of Sustainable Finance.

Developing tools and methodologies that improve the ability of all stakeholders to assess and report risks in sustainable finance context is an important and timely objective.

Portfolio Waterfall Reports connect and explain two different period snapshots.

In this section of the Equinox Reference App documentation we cover the details around the use of EXIOBASE 3. The assumption is that you have a working instance of Equinox running, and have access to its code directory.

Release 0.8

Release 0.8 of equinox.

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Release 0.7

Release 0.7 of equinox introduces the Scope 2 Reporting use case.

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Release 0.6

Release 0.6 of equinox introduces a second use case with summary national statistics (country / sector), visualizations, fixtures and the adoption of BDD testing framework

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Release 0.5

With Release 0.5 of equinox we start the more formal tracking of development.

The Equinox alpha release 0.5 includes a complete data set to be used in testing Use Case 1. Use case 1 takes the perspective of local authority (a city) that wants to examine the footprint of its city-wide procurement portfolio

A warm welcome to the Equinox world! These pages serve as general User Documentation for Equinox. Technical documentation links are provided at the end of this page. If you are not familiar with the Equinox platform, a high level overview of its objectives and capabilities is available in the functionality overview.

Supporting the transition to Sustainable Finance requires up-to-date data, relevant and trusted models and effective usable tools that are fully embedded in the organization. The Equinox platform is a cloud based framework that supports sustainable portfolio management activity using an entirely modern approach.

The overall objective of the IPCC Emissions Factors database (EFDB) is to be an always up-to-date companion for the IPCC Guidelines for National Greenhouse Gas Inventory that is seen as a worldwide resource for greenhouse gas inventory developers.

Equinox Applications

This page collects Equinox Application documentation for quick reference.

NOTE: Equinox is still in active development. As the functionality of the platform is enhanced, the documentation will be enriched and updated, following also user feedback.

Equinox Building Blocks

This page collects documentation pages about the fundamental building blocks of Equinox. The focus here is not on technical (developer oriented) building blocks but rather the user oriented views.

NOTE: Equinox is still in active development. As the functionality of the platform is enhanced, the documentation will be enriched and updated, following also user feedback.

Equinox Releases

This page collects Equinox non-technical release information about Equinox for quick reference. The technical elements of each release are documented in the code distribution.

NOTE: Equinox is still in active development. As the functionality of the platform is enhanced, the documentation will be enriched and updated, following also user feedback.