Equinox User Manual

The Innovative Platform for Sustainable Portfolio Management

The Equinox platform is a versatile, cloud based, framework that supports sustainable portfolio management activity using an entirely modern approach. Facing the enormous and multi-faceted challenge of sustainability will require building on all the empowering aspects of modern digital technologies: versatility, ubiquity, scalability and open source transparency.

If you are not at all familiar with the platform, a high level overview of its objectives and capabilities is available in the following brief functionality overview. A warm welcome to the Equinox world!

portfolio admin

Equinox User Documentation

The Equinox Online User documentation is structured along two dimensions:

  • Horizontal (cross-cutting) topics that are applicable across the supported application domains:
    • Getting Started is an overview of the functionality that is available across use cases
    • Reference Data play an important role in sustainable portfolio management as they bring in and integrate new and granular information sources that were not previously used. Equinox aims to facilitate integrating relevant open data towards meeting portfolio management objectives.
    • Support for diverse Data Types (numbers, text, geospatial information) is essential to help users to obtain holistic views of their portfolios
    • Application Pages form the conceptual user interface that (non-technical) users experience when working with the platform
  • Vertical, Specific Workflows implementing concrete protocols and standards. Indicatively:

Technical Documentation and References

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.
Getting Started

Getting Started

Suggestions on how to get started with Equinox

Reading Time: 1 min.

In this segment we list a few suggestions of how to get started with Equinox. As the platform offers rich functionality what is relevant and optimal will vary for different users.

Data Types

Data Types

Discussing the main data categories that users can handle in the Equinox platform

Reading Time: 1 min.

The Equinox platform uses at its backend a powerful database that supports storing a variety of data formats. This versatility is essential if one is to work with diverse data sources to obtain a holistic view of “ground truth”. Here we discuss three important sub-categories that are used throughout the platform

Adopted Standards and Further References

Adopted Standards and Further References

Reading Time: 1 min.
Standards The sustainability related standards currently adopted / implemented in Equinox are based principally on the following references: The GHG Protocol for Projects (The GHG Protocol for Project Accounting, 2005) 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.
The Sustainability Challenge

The Sustainability Challenge

Equinox aims to help tackle difficult sustainability challenges drawing from the best digital DNA

Reading Time: 1 min.
The Sustainability Challenge Sustainability (understood in environmental, economic and social terms) is emerging as the undisputed constraint that shapes future human activity and, specifically, how the financial system facilitates, shapes and empowers economic life. 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. Sustainable Portfolio Management a cornerstone of sound financial systems Sustainable Portfolio Management is an emerging concept that encompasses principles, tools, processes that help with meeting portfolio management objectives while incorporating sustainability constraints.
Functionality Overview

Functionality Overview

High level overview of the Equinox functionality

Reading Time: 2 min.

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.