Data Legends

Input Data

Portfolio Data

Data field

Expected value

Explanation

Optional / required

comment

company_name

Text

Name of the company in your portfolio

Required

Used for output purposes only

company_id

Text

Identifier for the company in your portfolio, used to map target and fundamental data to the company

Required

You can use any unique company identifier, but must use the same identifier in all three input data files/tabs.

company_isin

Text

Identifier for the company in your portfolio, used to get the SBTi status of the company (i.e. whether or not the company has a target approved by the SBTi)

Required, for portfolio coverage and temperature score.

Investment_value

Monetary value

The monetary value invested in the company. Used for aggregation

Required

Make sure all values are in the same currency.

engagement_target

TRUE, FALSE or empty

Used for engagement analysis. When set to TRUE for a company it is possible to analyze what it would do for your portfolio temperature score if this company would set a well below 2 degree Celsius (C) or a 2C target.

Optional

Additional_field

Text

It is possible to add additional fields to your portfolio data. These fields can be used to group companies by other categories than sectors, industries, regions and countries, e.g. market cap bucket, investment strategy, asset class, etc.

Optional

Fundamental Data

Data field

Expected value

Explanation

Optional / required

comment

company_name

Text

Name of the company in your portfolio

Optional

company_id

Text

Identifier for the company in your portfolio, used to map target and fundamental data to the company

Required

You can use any unique company identifier, but must use the same identifier in all three input data files/tabs.

isic

Text

Sector classification code for the company based on the International Standard Industrial Classification (https://siccode.com/page/what-is-an-isic-code). Used to map targets to the correct regression model. Should include at least the first two levels: Section and Division.

Required

country

Text

Country where the company has its headquarter. Used for analysis purposes only.

Optional

region

Text

Region where the company has its headquarter. Used for analysis purposes only. Can be continental or more granular.

Optional

industry_level_1-4

Text

Level 1 through 4 of the industry classification of the company. Used for analysis purposes only. Can be based on any industry classification system.

Optional

sector

Text

Sector of the company. Used for analysis purposes only. Can be based on any classification system.

Optional

ghg_s1s2

tCO2e

Total GHG emissions for scope 1 + 2 for the company. Used to combine temperature scores for scope 1 + 2 and scope 3 to temperature score for scope 1 + 2 + 3. Also used in combination with ghg_s3 in most aggregation methods (except WATS)

Required

ghg_s3

tCO2e

Total GHG emissions for scope 3 for the company. Used to combine temperature scores for scope 1 + 2 and scope 3 to temperature score for scope 1 + 2 + 3. Also used in combination with ghg_s1s2 in most aggregation methods (except WATS)

Required

company_revenue

Monetary value

In single dollars / euros / …. (can be any currency you choose). Revenue of the company in the most recent year.

Required only if using aggregation method ROTS.

All values must be in the same currency.

company_market_cap

Monetary value

Market capitalization of the company in single dollars / euros / ….

Required only if using aggregation method MOTS.

All values must be in the same currency.

company_enterprise_value

Monetary value

Enterprise value of the company in single dollars / euros / ….

Required only if using aggregation method EOTS or ECOTS.

All values must be in the same currency.

company_total_assets

Monetary value

Total assets of the company in single dollars / euros / ….

Required only if using aggregation method AOTS.

All values must be in the same currency.

company_cash_equivalents

Monetary value

Cash equivalents of the company in single dollars / euros / … .

Required only if using aggregation method ECOTS.

All values must be in the same currency.

Target data

Data field

Expected value

Explanation

Optional / required

comment

company_name

Text

Name of the company in your portfolio

Optional

company_id

Text

Identifier for the company in your portfolio, used to map target and fundamental data to the company

Required

You can use any unique company identifier, but must use the same identifier in all three input data files/tabs.

target_type

Absolute, Intensity or Other

Type of target. Can be absolute or intensity based GHG emission reduction target. All targets that are not GHG emissions reduction targets can be mapped to Other. Used in the target validation protocol and to map the target to the relevant regression model in the temperature score module.

Required

If target_type is left empty the target will not be valid. If no other target is available for that time-frame and scope combination the company will be given a default score.

intensity_metric

Revenue, Product, Cement, Oil, Steel, Aluminum, Power Generation or Other

The metric the intensity based GHG emission reduction target is based on. All intensity metrics must be mapped to these 8 categories. Used in target validation protocol and to map the target to the relevant regression model in the temperature score module.

Required for targets with target type “Intensity”. Can be left empty for other targets.

scope

S1, S2, S1+S2, S1+S2+S3, S3

The scope(s) covered by the target. All scope 3 targets, whether covering downstream, upstream or both must be mapped to S3.

Required

Targets without scope are not valid. If no target is available for a time-frame and scope combination the company will be given a default score.

coverage_s1

Number in decimals, between 0 and 1, e.g. 70% is denoted 0.7.

The part of emissions covered in scope 1 for the target. Used to determine the temperature score.

For targets covering scope 1 and 2 specify the same coverage percentage in coverage_s1 and coverage_s2

Required for a target that covers scope 1

coverage_s2

Number in decimals, between 0 and 1, e.g. 70% is denoted 0.7.

The part of emissions covered in scope 2 for the target. Used to determine the temperature score.

For targets covering scope 1 and 2 specify the same coverage percentage in coverage_s1 and coverage_s2.

Required for a target that covers scope 2

coverage_s3

Number in decimals, between 0 and 1, e.g. 70% is denoted 0.7.

The part of emissions covered in scope 3 for the target. Used to determine the temperature score.

Note: this should be the coverage compare to the whole scope 3 emissions, so not just the part that is covered by the target.

Required for a target that covers scope 3

reduction_ambition

Number in decimals, between 0 and 1, e.g. 70% is denoted 0.7.

The emission reduction that is set as ambition in the target. Used to determine the temperature score.

Required

base_year

Year

Base year of the target. Used in the target validation protocol and to determine the time frame of the target.

Required

end_year

Year

End year of the target. Used in the target validation protocol and to determine the time frame of the target.

Required

start_year

Year

Year the target was announced. Used in the target validation protocol. If not specified, it will be assumed the start year is equal to the base year.

Optional

base_year_ghg_s1

tCO2e

Total reported GHG emissions for scope 1 for the company at the base year of the target. Used to convert targets covering only scope 1 or scope 2 to scope 1 + scope 2 targets.

Required for targets that only cover scope 1 or scope 2

base_year_ghg_s2

tCO2e

Total reported GHG emissions for scope 2 for the company at the base year of the target. Used to convert targets covering only scope 1 or scope 2 to scope 1 + scope 2 targets.

Required for targets that only cover scope 1 or scope 2

base_year_ghg_s3

tCO2e

Total reported GHG emissions for scope 3 for the company at the base year of the target.

Optional

achieved_reduction

Number between 0 and 1

Part of the reduction ambition of the target that is already achieved by the company. Used in the target validation protocol. Targets with achieved reduction of 1 are invalidated.

Optional. If not specified, assumed below 1

Output data

Data field

Expected value

Explanation

From

achieved_reduction

Number between 0 and 1

Part of the reduction ambition of the target that is already achieved by the company. Used in the target validation protocol. Targets with achieved reduction of 1 are invalidated.

Target data

base_year

Year

Base year of the target. Used in the target validation protocol and to determine the time frame of the target.

Target data

base_year_ghg_s1

In tCO2e

Total GHG emissions for scope 1 for the company at the base year of the target.

Target data

base_year_ghg_s2

In tCO2e

Total GHG emissions for scope 2 for the company at the base year of the target.

Target data

base_year_ghg_s3

In tCO2e

Total GHG emissions for scope 3 for the company at the base year of the target.

Target data

company_id

text

Identifier for the company in your portfolio, used to map target and fundamental data to the company

Portfolio data

company_isin

text

Identifier for the company in your portfolio, used to get the SBTi status of the company (i.e. whether or not the company has a target approved by the SBTi)

Portfolio data

company_name

text

Name of the company in your portfolio

Portfolio data

coverage_s1

Number in decimals, between 0 and 1

The part of emissions covered in scope 1 for the target. Used to determine the temperature score.

Target data

coverage_s2

Number in decimals, between 0 and 1

The part of emissions covered in scope 2 for the target. Used to determine the temperature score.

Target data

coverage_s3

Number in decimals, between 0 and 1

The part of emissions covered in scope 3 for the target. Used to determine the temperature score.

Target data

end_year

Year

End year of the target. Used in the target validation protocol and to determine the time frame of the target.

Target data

Intensity_metric

Revenue, Product, Cement, Oil, Steel, Aluminum, Power Generation or Other

The metric the intensity based GHG emission reduction target is based on. All intensity metrics must be mapped to the eight categories in the column on the left. Used in target validation protocol and to map the target to the relevant regression model in the temperature score module.

Target data

Reduction_ambition

Number in decimals, between 0 and 1

The emission reduction that is set as ambition in the target. Used to determine the temperature score.

Target data

start_year

Year

Year the target was announced. Used in the target validation protocol. If not specified, it is assumed the start year is equal to the base year.

Target data

Target_type

Absolute, Intensity or Other

Type of target. Can be absolute or intensity based GHG emission reduction target. All targets that are not GHG emissions reduction targets can be mapped to Other. Used in the target validation protocol and to map the target to the relevant regression model in the temperature score module.

Target data

Time_frame

SHORT, MID or LONG

The targets are sorted by time frame.

Determined in tool

SHORT: targets shorter than 5 years

MID: targets between 5 and 15 years

LONG: targets between 15 and 30 years.

ghg_s1s2

tCO2e

Total GHG emissions for scope 1 + 2 for the company. Used to combine temperature scores for scope 1 + 2 and scope 3 to temperature score for scope 1 + 2 + 3. Also used in combination with ghg_s3 in most aggregation methods (except WATS)

Fundamental data

ghg_s3

tCO2e

Total GHG emissions for scope 3 for the company. Used to combine temperature scores for scope 1 + 2 and scope 3 to temperature score for scope 1 + 2 + 3. Also used in combination with ghg_s3 in all aggregation methods, except WATS.

Fundamental data

sbti_validated

FALSE or TRUE

Returns true if the company has a SBTi-approved target.

SBTi data or fundamental data

Investment_value

Monetary value

The monetary value invested in the company.

Portfolio data

engagement_target

TRUE, FALSE or empty

Used for engagement analysis. When set to TRUE for a company it is possible to analyze what it would do for your portfolio temperature score if this company would set a (well below) 2 degrees target.

Portfolio data

sr15

text

The regression model used. This is determined based on the target type, ISIC, intensity_metric and scope. See [link to methodology doc, updated mapping section] for more detail

Output from the tool

Annual_reduction

Number in decimals, between 0 and 1

The annual reduction based on the reduction_ambition and the length of the target. Calculated as

Output from the tool

slope

Slope5, slope15, slope30

Used in determining the regression model to use to calculate the temperature score for a specific target based on its time frame.

Output from the tool

Short-term targets: slope5

Mid-term targets: slope15

Long-term targets: slope30

samplesize

Number

The sample size used in the regression model. For model 4 this is 128. Not used in calculations. See https://github.com/CDPworldwide/TROPICS-regression/ for more detail about the regressions.

Regression model

model

Integer

The regression model used. This is model 4 by default. See https://github.com/CDPworldwide/TROPICS-regression/ for more detail about the regressions.

Regression model

variable

text

The regression scenario used to determine the temperature score of a target, for example

Regression model

Emissions|Kyoto Gases

param

Number in decimals, between 0 and 1

The temperature score (TS) is calculated using linear regressions.

Regression model

intercept

Number in decimals, between 0 and 1

The temperature score (TS) is calculated using linear regressions.

Regression model

r2

Number in decimals, between 0 and 1

r2 represents the fit of the regression model on the data used to create the regressions. Not used in calculations.

Regression model

temperature_score

Number

The temperature score calculated for the combination of company, scope and time frame

Output from tool

temperature_results

Number in decimals, between 0 and 1

Represents the part of the score that is calculated using a valid target as defined by the target validation protocol vs. the part using the default score. For more detail, see [link to Chapter 2 of Methodology document]