Overview
This article guides users through the Investments module's data collection process. It covers what data to gather for each asset type (Private Equity, Bonds & Loans, Sovereign Debt, Project Finance, Motor Vehicle Loans), how to upload it via single entry or bulk import, and how to avoid frequent formatting mistakes.
Key benefits / use cases
Accurately calculate your company's financed emissions (Scope 3.15)
Know exactly which fields are mandatory per asset type to avoid blocking your analysis
Upload data efficiently via manual entry or bulk import template
Submit data for analyst review with full traceability and auditability
1. What data should be included in your data collection file?
The Investments module calculates the impact of your company's financed emissions during the studied year. The temporal scope of the study is the financial year of your GHG report.
⚠️ Data provided must be in French 🇫🇷 or English 🇬🇧 to be processed by Greenly.
You can find the data collection file by clicking on the module > Tab "2. Data collection">"Bulk import - via template".
The data collection file contains two types of data:
Mandatory data: The minimum required to compute CO2e emissions. Without it, no emissions can be calculated.
Optional data: Additional data that improves the quality and granularity of the analysis.
A specific tab in the template must be completed for each asset type.
Advanced module — Mandatory fields by asset type
Private Equity
Company name
Type of financing (Unlisted / Listed equity)
Year of investment
If indirect investment: % ownership in the fund + name of the fund
Outstanding amount
Asset value (EVIC or Total equity + debt)
Company's emissions, estimated via one of:
Result of latest GHG assessment, or- If not available: NACE code, country of operation, and revenue,or- If revenue is not available: NACE code, country of operation, and number of employees Bonds & Loans
Company name
Type of financing (Bonds / Loans)
Year of investment
Outstanding amount (loans) / Book value of the debt (bonds)
Asset value (EVIC or Total equity + debt)
Company's emissions, estimated via one of:
Result of latest GHG assessment, or- If not available: NACE code, country of operation, and revenue,or- If revenue is not available: NACE code, country of operation, and number of employees Sovereign Debt
Country of debt issue
Year of investment
Book value of debt held + unit
Project FinanceName of the project
Year of investment
Is it an energy production project? Y/N (if no, specify the project financing type)
Outstanding amount
Total equity + debt of the project
Project's emissions, estimated via one of:
Result of latest GHG assessment, or- If not available: country of operation + energy produced / energy consumed / revenue of the project Motor Vehicle Loan
Loan label
Outstanding loan amount
Total vehicle value
Type of engine (Thermal, Hybrid, Electric)
Actual fuel consumption and fuel efficiency of the vehicle
If actual fuel consumption is not available: actual annual distance or location + fuel efficiency
End-to-end module — Mandatory and optional fields
Mandatory data:
Name of the company
Asset class
Investment date
Outstanding amount
Asset value
Currency
Company's emissions, estimated via one of:
Result of latest GHG assessment, or- If not available: NACE code, country of operation, and revenue,or- If revenue is not available: NACE code, country of operation, and number of employees Optional data:
Portfolio name
Disinvestment date (if relevant)
Breakdown of GHG assessment by scope (1, 2 & 3)
Whether the GHG assessment has been verified by an auditor
Type of GHG assessment (GHG Protocol, Bilan Carbone, BEGES, Other)
2. How to upload your data to the Greenly platform?
To upload your data, click on the corresponding task on the Progress page, or navigate to Data > Data Collection > Investments module.
You have two options to import your data:
Single import (not available in the advanced module): enter data manually directly on the platform.
Bulk import: download and fill in Greenly's template. The template downloads in your platform language. Fill the English template with English data and the French template with French data. You can download the other language version from the READ ME tab of the template.
Whichever method you use, make sure to fill all mandatory fields. In the bulk import template, you must complete at least one full group of blue columns.
Import your file in the "Upload file" section. You can also attach supporting documents for traceability and auditability in the**"File Information (optional)"** section.
Once uploaded, review your data and complete the module. If you are using the advanced module, click "Submit for analysis" — a Greenly analyst will review the data and complete the module.
If you do not have the necessary information to complete this module, click "Skip" at the top right of the page.
3. Frequent errors in data format
All modules:
The ratio Outstanding amount / Asset value must always be less than 1
Investment dates must follow the format: dd/mm/yyyy
Advanced module and End-to-end module:Make sure to complete all mandatory columns in the template
4. Calculation method
4.1 For the simple module Financed emissions are calculated using this core formula:Financed Emissions = Attribution Factor × Emissions of Asset
Here's how each component works:
Attribution Factor: This represents your ownership share of the asset. It's calculated by dividing your outstanding amount by the asset's total value. It must be inferior to 1.
Emissions of the Asset: These can be determined through several methods, in order of precision:
Using the company's verified GHG assessment
Using the company's unverified GHG assessment
Estimating based on the company's revenue, sector, and country using EXIOBASE coefficients. For estimation using EXIOBASE, the calculation takes into account both direct emissions within the sector and indirect emissions from upstream sectors, including those occurring abroad.
The methodology follows the Partnership for Carbon Accounting Financials (PCAF) standard, which has been validated by the GHG Protocol.
4.2 Advanced module: Project Finance Financed emissions are calculated using this core formula:Financed Emissions = Attribution Factor × Emissions of Project
Here's how each component works:
Attribution Factor: This represents your ownership share of the asset. It's calculated by dividing your outstanding amount by the asset's total value. It must be inferior to 1.
Emissions of the Project: These can be determined through several methods, in order of precision:
Using the project’s verified GHG assessment
Using the project’s unverified GHG assessment
Estimating based on the project’s physical activities such as energy production or consumption.
Estimating based on the project’s economic activities such as project’s revenue and year of investment
4.3 Advanced module: Motor vehicle loan Financed emissions are calculated using this core formula:Financed Emissions = Attribution Factor × Emissions of Vehicle
Here's how each component works:
Attribution Factor: The attribution factor is calculated by dividing the Outstanding Loan Amount by the Total value of vehicle at acquisition. It must be less than 1.
Vehicle’s Emissions: These can be determined through several methods, in order of precision:
Using the vehicle’s actual emissions
Estimating based on the vehicle’s actual fuel/energy consumed and distance travelled
Estimating based on the vehicle’s model, year, engine type and city using averages and local/regional statistical data
The methodology follows the Partnership for Carbon Accounting Financials (PCAF) standard, which has been validated by the GHG Protocol.
4.4 Advanced module: Sovereign debt For sovereign bonds, the calculation method for financed emissions follows this approach:Financed Emissions = Attribution Factor × Country’s Emissions
Here's how each component works:
Attribution Factor: The attribution factor is calculated by dividing the Outstanding Amount by the GDP adjusted by PPP (Purchasing Power Parity). It must be inferior to 1.
Country’s Emissions: These can be determined through several methods, in order of precision:
Using territorial emissions divided by adjusted GDP (widely available and regularly updated)
Using consumption-based emissions divided by adjusted GDP (more precise but less available)
The methodology follows the Partnership for Carbon Accounting Financials (PCAF) standard, which has been validated by the GHG Protocol.
4.5 Advanced module: Indirect investments The calculation method for financed emissions follows this approach:Financed Emissions = Attribution Factor × Investment’s Emissions
Here's how each component works:
Attribution Factor: This represents your ownership share of the asset. It's the percentage of ownership of the invested fund by the investor. It must be less than 1.
Country’s Emissions: These can be determined through several methods, in order of precision:
Using the company's verified GHG assessment
Using the company's unverified GHG assessment
Estimating based on the company's revenue, sector, and country using EXIOBASE coefficients. For estimation using EXIOBASE, the calculation takes into account both direct emissions within the sector and indirect emissions from upstream sectors, including those occurring abroad.
The methodology follows the Partnership for Carbon Accounting Financials (PCAF) standard, which has been validated by the GHG Protocol.
5. Review your data and read your results
Once you have uploaded your data, you can flag expenses related to this module to avoid double counting and access your results. Read the related article: Review your data and check double counting.
The Results page offers a clear and detailed view of the financed emissions by sector, portfolio, and other insightful analytics.
If you want to check the calculation methodology details for each asset, you can go to the Data Upload page and click on the Methodology button.