Set up accounts for investments
- 2 min.
The Investment environmental accounts deal with public and private investors, and financial service providers such as banks.
These accounts deal with four main types of investment:
- Equity investments
- Debt investments
- Project investments
- Managed investments and client services
Calculating emissions data
Investment data emission calculation involves gathering scope 1 and scope 2 activity data directly from the investee company. Scope 3 emissions can also be included when these are substantial compared to other sources.
For both methods, the investor’s proportional share of equity in the investee forms part of the calculation.
Set up investment accounts
You could use categories of investment accounts for investment types, such as renewable energy projects, or infrastructure development. Alternatively, you could categorize cards by parameters such as duration, financial contribution or project type.
Each investment account card specifies the type of investment:
- Equity investments, with either financial control or no financial control
- Debt investments
- Project finance
- Managed investments and client services
- Other investments or financial services
Note
If your company has defined organizational boundaries as Equity Share, then the investment type Equity Investments with Financial Control are not available. You should instead capture and track the relevant business activities through facility and vehicles environmental accounts.
Other resources
- Add an investment card (Continia Docs article)