PACTA Tool for Listed Equity and Corporate Bonds
The PACTA tool to analyse listed equity and corporate bond portfolios has been relaunched in March 2021 with a new interactive format. For the first time, investors can now analyze multiple portfolios simultaneously, save their results online, and receive interactive results on their alignment with the Paris climate goals (view a sample report here). They can also use PACTA to comply with existing and upcoming disclosure rules, such as the TCFD and EU Sustainable Finance Disclosure Regulation, which entered into force on March 10th. Read 2DII's guide on PACTA and disclosure regulations here.
The tool is free to use. A csv file including the ISIN, value and currency is required to run the tool. A sample portfolio file is available on the tool website. No data about the portfolio is stored and all uploaded data and results files are deleted after the session is completed.
IMPORTANT: In order to run the tool, you require a Initiative Registration Code. If you are not part of a government organised initiative, the code is "GENERAL". Otherwise, you will receive a project specific code.
If you want to see an example of what the PACTA results look like for investors, please click on the Sample Report button below.