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Training Materials

The PACTA for Banks Training Materials comprises practical user guides provided by 2DII to guide banks through installing the relevant software, preparing the loan book, and running the PACTA for Banks Software.

Any reference to “Asset Resolution” in the below training materials should be understood as “Asset Impact” due to a change in the company name after being acquired by GRESB BV in September 2022.

User Guide 1. Resource Planner

This guides users through planning their resources and identifying the required amount of time to run the PACTA for Banks analysis.
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User Guide 2. Prerequisites and Preparing your Loan Book

This guides users through getting the necessary materials ready to be able to implement the PACTA for Banks analysis.
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Data Dictionary

The Data Dictionary is provided for guidance when preparing a Loan Book.
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Loan Book Template

A Loan Book Template is provided for banks to format their Loan Books.
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Guidance on running the software can be found under the “Get started” and “Articles” tabs of the respective package websites.

r2dii.match

Tools to Match Financial Portfolios with Climate Data
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r2dii.analysis

Tools to Calculate Climate Targets for Financial Portfolios
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Webinars

PACTA for Banks Training Webinar 1

Introduction to the methodology and toolkit

English Version

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Slides

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German Version

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PACTA for Banks Training Webinar 2

Matching a loan book to an asset based company data set

English Version

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Slides

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Slides with Notes

The notes contain examples of code that you can use and further details on the slides
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PACTA for Banks Training Webinar 3

Analysis and Visualisation

English Version part 1 (Analysis)

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English Version part 2 (Visualisation)

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Slides

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Funding Information

This project is part of the International Climate Initiative (IKI). The Federal Ministry for the Environment, Nature Conservation and Nuclear Safety (BMU) supports this initiative on the basis of a decision adopted by the German Bundestag. This project has also received funding from the European Union LIFE program. The views expressed here are the sole responsibility of the authors and do not necessarily reflect the views of the funders.