Package: esgcalc 0.2.0

Dimitrios Geromichalos

esgcalc: Offline Environmental, Social and Governance Calculations

Native, deterministic calculations for selected environmental, social and governance metrics. Provides granular taxonomy criteria, non-financial taxonomy indicators, principal adverse impact components, portfolio calculations and configurable performance ratings. Versioned local resources, explicit assumptions and structured results support reproducible offline use. Does not determine legal applicability or provide a complete regulatory reporting system. Selected methods reference EU Regulations 2020/852, 2022/1288 and 2023/2772; exact editions and provision locators are supplied in the bundled source contracts. For background on the taxonomy framework, see the European Commission <https://finance.ec.europa.eu/sustainable-finance/tools-and-standards/eu-taxonomy-sustainable-activities_en>.

Authors:Dimitrios Geromichalos [aut, cre], RiskDataScience GmbH [cph]

esgcalc_0.2.0.tar.gz
esgcalc_0.2.0.zip(r-4.7-any)esgcalc_0.2.0.zip(r-4.6-any)
esgcalc_0.2.0.tar.gz(r-4.7-any)esgcalc_0.2.0.tar.gz(r-4.6-any)
esgcalc_0.2.0.tgz(r-4.6-emscripten)
manual.pdf |manual.html✨
DESCRIPTION |NEWS
card.svg |card.png
esgcalc/json (API)

# Install 'esgcalc' in R:

install.packages('esgcalc', repos = c('https://cran.r-universe.dev', 'https://cloud.r-project.org'))

On CRAN:

This package does not link to any Github/Gitlab/R-forge repository. No issue tracker or development information is available.

2.00 score 48 exports 2 dependencies

Last updated from:0deec54f6a. Checks:6 OK. Indexed: yes.

Target	Result	Time
linux-devel	OK	140
source / vignettes	OK	189
linux-release	OK	123
windows-devel	OK	103
windows-release	OK	99
wasm-release	OK	89

Exports:aggregate_ghg_inventory aggregate_issuer_positions aggregate_pai_observations aggregate_pai_portfolio allocate_multi_objective_contributions apply_rating_limits board_metrics calculate_pai_indicator check_quantitative_criterion combine_taxonomy_assessments convert_currency diversity_metrics emissions_from_activity energy_metrics esg_context explain_rating export_resources financed_emissions ghg_intensity health_safety_metrics list_resources load_local_data load_profile load_reference_data metric_change normalize_indicator overall_rating pay_gap pillar_scores portfolio_concentration portfolio_coverage portfolio_exposure portfolio_rating_summary position_weights rate_company rating_sensitivity reconcile_kpi_allocations taxonomy_capex taxonomy_opex taxonomy_turnover validate_activity_assessment validate_governance_findings validate_inputs validate_pai_inputs validate_rating_model waste_resource_metrics water_metrics workforce_metrics

Dependencies:digest jsonlite

An offline ESG calculation workflow

Start with a small calculation | Declare an edition and reporting boundary | Derive a company rating from raw observations | Trace inputs and reproduce results | Inspect the complete contracts

Rendered fromoffline-workflow.Rmdusingknitr::rmarkdown

Last update: 2026-10-24
Started: 2026-10-24

Help page	Topics
Offline Environmental, Social and Governance Calculations	esgcalc-package esgcalc
Aggregate the declared scopes; market/location alternatives are never added	aggregate_ghg_inventory
Aggregate position values while requiring consistent duplicated issuer attributes	aggregate_issuer_positions
Mean of complete quarter-end observations, or explicitly selected additional observations	aggregate_pai_observations
Calculate selected PAI components on one unchanged portfolio universe	aggregate_pai_portfolio
Allocate disjoint slices once in total; each slice may contribute to multiple goals	allocate_multi_objective_contributions
Apply most restrictive triggered cap; unknown required findings suppress the score	apply_rating_limits
Female representation uses all board members, including declared other/unknown gender	board_metrics
Calculate an enumerated Table 1 component; averaging conventions must be explicitly selected	calculate_pai_indicator
Compute a selected clause from the edition-pinned numerical criterion catalog	check_quantitative_criterion
Combine explicitly sourced assessments for six goals; never infer missing evidence	combine_taxonomy_assessments
Use explicit target-currency units per one source-currency unit; never fetch or invert	convert_currency
Compute disjoint category shares including an explicit unknown category where needed	diversity_metrics
Multiply explicit activity quantities by sourced factors, output tonnes CO2e	emissions_from_activity
Separate consumption/production and compute high-impact-sector revenue intensity	energy_metrics
Declare an explicit calculation context	esg_context
Structured input schemas and numerical method contracts	esgcalc-contracts
Versioned offline catalogs and fictional example data	esgcalc-resources
Return stored rating contributions and reasons, without inventing narrative conclusions	explain_rating
Export selected resources to an explicit local directory; never overwrite existing files	export_resources
Declared listed-equity/listed-company-bond attribution using positive EVIC and sourced emissions	financed_emissions
Divide tonnes CO2e by an explicitly named positive physical/economic basis	ghg_intensity
Accident frequency, separately classified fatalities, days lost and coverage	health_safety_metrics
List packaged resource names and checksums, without any remote registry	list_resources
Read UTF-8 JSON or CSV; CSV fields stay strings, with no guessed units or types	load_local_data
Return an explicitly requested profile; never infer legal applicability	load_profile
Read and integrity-check a packaged JSON reference resource	load_reference_data
Calculate change only on a declared comparable boundary/method; negative bases have no relative rate	metric_change
Interpolate an explicit model scale; reject incompatible units and out-of-domain inputs	normalize_indicator
Combine E/S/G pillar records, check coverage, then apply caps and class thresholds	overall_rating
Unadjusted pay gap (male minus female)/male, in percentage points; signed	pay_gap
Weight normalized indicator scores; report coverage separately and enforce minima	pillar_scores
Herfindahl index and largest group weight for nonnegative exposures	portfolio_concentration
Amount-weighted nonmissing field coverage with numerator/denominator retained	portfolio_coverage
Known positive exposure and unknown share; incomplete data do not become false	portfolio_exposure
Value-weight compatible company scores; report classes and unrated exposure separately	portfolio_rating_summary
Long-only weights over the entire declared portfolio; no missing-position deletion	position_weights
Print a structured calculation result	print.esg_result
Rate dated sourced observations with coverage, provenance, contributions and binding caps	rate_company
Recalculate explicit indicator-weight scenarios; preserve original model and observations	rating_sensitivity
Reconcile disjoint allocation fractions against original amount IDs	reconcile_kpi_allocations
Compute CapEx KPI with accounting exclusions, plan and individual-measure routes	taxonomy_capex
Compute OpEx KPI, excluding capitalised/double-counted expenditure	taxonomy_opex
Compute nonfinancial turnover KPI from net-revenue rows and explicit assessments	taxonomy_turnover
Validate distinct activities and their assessment inputs without classifying NACE codes	validate_activity_assessment
Check provenance/status of structured findings, without investigating their truth	validate_governance_findings
Validate explicit nested table schemas, types, enums, units, bounds and unique IDs	validate_inputs
Check an indicator's declared universe, consistent issuer data and required typed fields	validate_pai_inputs
Validate bounded piecewise scales, complete pillars, weights, classes and caps	validate_rating_model
Separate waste destinations/hazardous totals and secondary material input shares	waste_resource_metrics
Common-boundary consumption, risk-area consumption, storage and revenue intensity	water_metrics
Aggregate disjoint workforce groups in headcount and FTE separately	workforce_metrics

Package: esgcalc 0.2.0

esgcalc: Offline Environmental, Social and Governance Calculations

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Help Manual

Usage by other packages (reverse dependencies)