Equinox User Documentation

Getting Started

Getting Started

Suggestions on how to get started with Equinox

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In this segment we list a few suggestions of how to get started with Equinox. As the platform offers rich functionality what is relevant and optimal will vary for different users.

Data Types

Data Types

Discussing the main data categories that users can handle in the Equinox platform

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The Equinox platform uses at its backend a powerful database that supports storing a variety of data formats. This versatility is essential if one is to work with diverse data sources to obtain a holistic view of “ground truth”. Here we discuss three important sub-categories that are used throughout the platform

Adopted Standards and Further References

Adopted Standards and Further References

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Standards The sustainability related standards currently adopted / implemented in Equinox are based principally on the following references: The GHG Protocol for Projects (The GHG Protocol for Project Accounting, 2005) Fong, W. K., M. Sotos, M. Doust, S. Schultz, A. Marques, and C. Deng-Beck (2014). Global Protocol for Community-Scale Greenhouse Gas Emission Inventories: An Accounting and Reporting Standard for Cities. World Resources Institute. C40 Cities Climate Leadership Group; Local Governments for Sustainability ICLEI.
The Sustainability Challenge

The Sustainability Challenge

Equinox aims to help tackle difficult sustainability challenges drawing from the best digital DNA

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The Sustainability Challenge Sustainability (understood in environmental, economic and social terms) is emerging as the undisputed constraint that shapes future human activity and, specifically, how the financial system facilitates, shapes and empowers economic life. Developing tools and methodologies that improve the ability of all stakeholders to assess and report risks in sustainable finance context is an important and timely objective. Sustainable Portfolio Management a cornerstone of sound financial systems Sustainable Portfolio Management is an emerging concept that encompasses principles, tools, processes that help with meeting portfolio management objectives while incorporating sustainability constraints.
Equinox User Manual

Equinox User Manual

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The Innovative Platform for Sustainable Portfolio Management The Equinox platform is a versatile, cloud based, framework that supports sustainable portfolio management activity using an entirely modern approach. Facing the enormous and multi-faceted challenge of sustainability will require building on all the empowering aspects of modern digital technologies: versatility, ubiquity, scalability and open source transparency. If you are not at all familiar with the platform, a high level overview of its objectives and capabilities is available in the following brief functionality overview.
Functionality Overview

Functionality Overview

High level overview of the Equinox functionality

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Supporting the transition to Sustainable Finance requires up-to-date data, relevant and trusted models and effective usable tools that are fully embedded in the organization. The Equinox platform is a cloud based framework that supports sustainable portfolio management activity using an entirely modern approach.