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Vitaliy Tonenchuk Research and Analytics Manager INREV November 2018 New technologies to simplify data delivery ASSET LEVEL DATA INPUT TOOL

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Page 1: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Vitaliy Tonenchuk

Research and Analytics Manager

INREV

November 2018

New technologies to simplify data delivery

ASSET LEVEL DATA INPUT TOOL

Company dashboard (1)

Page 3: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Company dashboard (2)

Page 4: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Data upload: 6 easy steps to follow

Page 5: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Step 1: Excel file upload and validation

Page 6: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Step 2: Syntax error validation

Page 7: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Step 3: New assets approval

Page 8: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Step 4: Sold assets approval

Page 9: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Step 5: Business logic warnings review

Page 10: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Step 6: Performance sign-off

Page 11: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Asset by asset performance analysis

Page 12: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Portfolio analysis

Page 13: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Portfolio statistics

Page 14: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Market analysis

Page 15: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Portfolio market performance

Page 16: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

WHAT WE ASK FOR

Join this industry initiative

Page 17: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

What we ask for

EUR 7,500 annual fee

Historical data starting from

Q4 2013

3 years of data going forwards

Page 18: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Data delivery 8 weeks after quarter end

Page 19: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Confidentiality rules

Index

Asset 1

Asset 2

Asset 3

An Index can only be created when

the sample size meets the following

requirements:

• At least 3 assets from at least 3

different data contributors

• A single asset not account for more

than 60% of the value of the sample

Page 20: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

Join the club

Page 21: ASSET LEVEL DATA INPUT TOOL - inrev.org · Asset Level Input Tool Portfolio Development €595 274365.64 Value of Assets Number of Assets Value of Assets (million El—IR) 1 soo Size

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