Parameters of the report ESG portfolio analysis compact
The "ESG Portfolio Analysis Compact" report has the following parameters, which you can show and hide using the <STRG>+<A> key combination:
Parameters | Description |
---|---|
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. |
ESG rating classification | Select the level of the ESG rating classification here. The following entries are available for selection:
If necessary, please also read the section ESG asset classifications. |