PACTA_analysis
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Check company classifications
I noticed in the interactive report that Siemens is classified as a Power company and they are not. This should be included in the overrides functionality. I will check why they are not classified as Other
will discuss this with AR in the next meeting and go from there
maybe this happens because of the mix up about where sectors are merged/defined and possible sets of overrides that are not in sync? see... #343 2DegreesInvesting/data_preparation/issues/14
It's clear that line 191 in this file probably played a role in this: data/fin_sector_overrides.csv
| company_name | corporate_bond_ticker | bloomberg_id | fin_sector_override |
|---|---|---|---|
| SIEMENS AG | 115746 | Power |
however, it's not clear to me if this data/fin_sector_overrides.csv or this one 2DegreesInvesting/data_preparation/data-raw/fin_sector_overrides.csv is currently relevant (the latter does not include "SIEMENS AG' or any reasonable variation)
There have been discussions in #343 and 2DegreesInvesting/data_preparation/issues/14 about the confusion between having and maintaining multiple copies of this file (there's also one in stress testing here: r2dii.stress.test.data/data-raw/fin_sector_overrides.csv).
I think maybe this will get addressed when 2DegreesInvesting/data_preparation/issues/14 is addressed, just leaving lots of links pointing to all relevant stuff for the future.