English to German Bus/Financial Investment / Securities

KONTEXT: Es geht um den PACTA-Klimatest Schweiz, der darauf abzielt, die Klimaverträglichkeit des gesamten Finanzsektors und der einzelnen teilnehmenden Institutionen zu messen. Die Ergebnisse können von der Regierung oder den teilnehmenden Institutionen genutzt werden, um ihre Strategien zur Klimafinanzierung zu verbessern.


While the Swiss Scores proposal measure the share of companies with fossil fuel activities, the PACTA exposure indicator measures the financial exposure as AUM in % of this portfolio to the respective technologies. The PACTA exposure is not based on revenue data, but on asset-based company level data representing real-world physical activities. These activities are then attributed to financial securities and afterwards allocated to the portfolio. The portfolio allocation is done with the ***Portfolio Weight Approach (PA)*** that calculates the portfolio’s technology exposures based on the weighting of each position within the portfolio.


Danke im Voraus!