Parameters of the ESG portfolio analysis report

Evaluation date

The evaluation date of the report, which you can enter in the form"dd.mm.yy", for example.

The default setting is the current date or the date set in the "Global evaluation date" input field on the "Start" tab in the ribbon.

Currency

If necessary, select a different currency for the cost breakdown here.

The default setting is the evaluation currency of the portfolio.

Select the level of the ESG rating classification here. The following entries are available for selection:

• ESG classification level 1 (default setting of the report)
• ESG classification level 2
• ESG classification level 3

If necessary, please also read the section ESG asset classifications.