Fake financial portfolio.
Demo datasets are synthetic because most financial data is strictly private; they help to demonstrate and test the implementation in R of 'PACTA' (https://2degrees-investing.org/resource/pacta/).
An object of class
tbl_df (inherits from
data.frame) with 321 rows and 19 columns.
fi_type (character): Financial instrument name or asset class.
flag_project_finance_loan (character): Project finance flag denoting whether a loan is given out to a particular asset or not.
id_direct_loantaker (character): Borrower identifier unique to each borrower/sector combination in loanbook.
id_intermediate_parent_n (character): Optional input: id of the n-th intermediate parent company within the company structure that can be used for more granular mapping than the ultimate parent. Smaller values of n are closer to the direct_loantaker.
id_loan (character): Unique loan identifier.
id_ultimate_parent (character): Ultimate parent identifier unique to each ultimate parent/sector combination.
isin_direct_loantaker (logical): Optional input: providing the isin identifier of the direct loan taker to improve the matching coverage.
lei_direct_loantaker (logical): Optional input: providing the lei (legal entity identifier) of the direct loan taker to improve the matching coverage.
loan_size_credit_limit (double): Total credit limit or exposure at default.
loan_size_credit_limit_currency (character): Currency corresponding to credit limit.
loan_size_outstanding (double): Amount drawn by borrower from total credit limit.
loan_size_outstanding_currency (character): Currency corresponding to outstandings.
name_direct_loantaker (character): Name of the company directly taking the loan.
name_intermediate_parent_n (character): Optional input: name of intermediate parent company within the company structure that can be used for more granular mapping than the ultimate parent. Smaller values of n are closer to the direct_loantaker.
name_project (logical): Required input for loans with the flag_project_finance_loan = TRUE: Name of the project being financed.
name_ultimate_parent (character): Name of the ultimate parent company to which the borrower belongs. Can be the same as borrower.
sector_classification_direct_loantaker (double): Sector classification code of the direct loantaker.
sector_classification_input_type (character): Flag identifying if the sector classification code or character description is used.
sector_classification_system (character): Name of the sector classification standard being used.
id_loan id_direct_loantaker name_direct_loantaker 1 L1 C294 Yuamen Xinneng Thermal Power Co Ltd 2 L2 C293 Yuamen Changyuan Hydropower Co., Ltd. 3 L3 C292 Yuama Ethanol Llc 4 L4 C299 Yudaksel Holding A.S 5 L5 C305 Yukon Energy Corp 1736 6 L6 C304 Yukon Development Corp id_intermediate_parent_1 name_intermediate_parent_1 id_ultimate_parent 1 <NA> <NA> UP15 2 <NA> <NA> UP84 3 IP5 Yuama Inc. UP288 4 <NA> <NA> UP54 5 <NA> <NA> UP104 6 <NA> <NA> UP83 name_ultimate_parent loan_size_outstanding 1 Alpine Knits India Pvt. Limited 225625 2 Eco Wave Power 301721 3 University Of Iowa 410297 4 China Electric Power (Fujian) Development Co., Ltd. 233049 5 Garland Power & Light 406585 6 Earthpower Technologies Sydney Pty Ltd 185721 loan_size_outstanding_currency loan_size_credit_limit 1 EUR 18968805 2 EUR 19727961 3 EUR 20811147 4 EUR 19042869 5 EUR 20774115 6 EUR 18570711 loan_size_credit_limit_currency sector_classification_system 1 EUR NACE 2 EUR NACE 3 EUR NACE 4 EUR NACE 5 EUR NACE 6 EUR NACE sector_classification_input_type sector_classification_direct_loantaker 1 Code 3511 2 Code 3511 3 Code 3511 4 Code 3511 5 Code 3511 6 Code 3511 fi_type flag_project_finance_loan name_project lei_direct_loantaker 1 Loan No NA NA 2 Loan No NA NA 3 Loan No NA NA 4 Loan No NA NA 5 Loan No NA NA 6 Loan No NA NA isin_direct_loantaker 1 NA 2 NA 3 NA 4 NA 5 NA 6 NA
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