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Share Ownership Weighting and Share Class Inclusion in PACTA2 years ago
1. Background | 1.1 Ownership-based attribution methods | 1.2 Defining share ownership | 2. The share ownership weight attribution method | 3. The scope of share classes outstanding | 4. How share classes should be calculated | 4.1 Common and preferred share classes | 4.2 Treasury shares | 4.3 Depository note (ADR/GDR) ISINs | 4.4 Dual listed share class ISINs | 5. Corporate actions that may result in changes to ISINs
pacta.data.preparation 0.1.0.9003CJ Yetman share_ownership_methodology.Rmd
Peer Comparison interactive chart4 years ago
pacta.interactive.plot 0.0.0.9000CJ Yetman peer_comparison.Rmd
Technology Exposure interactive chart4 years ago
pacta.interactive.plot 0.0.0.9000CJ Yetman tech_exposure.Rmd
Trajectory Alignment interactive chart4 years ago
pacta.interactive.plot 0.0.0.9000CJ Yetman trajectory_alignment.Rmd
Trajectory Alignment interactive chart4 years ago
r2dii.interactive 0.0.0.9000CJ Yetman trajectory_alignment.Rmd
Technology Exposure interactive chart4 years ago
r2dii.interactive 0.0.0.9000CJ Yetman tech_exposure.Rmd
Peer Comparison interactive chart5 years ago
r2dii.interactive 0.0.0.9000CJ Yetman peer_comparison.Rmd
Sunburst 2.0.08 years ago
Setup and Data | legend = FALSE | d2b Sunburst | Sum Nodes | Bug Fix | Ideas and Feedback
sunburstR 2.1.8Kent Russellsunburst-2-0-0.Rmd