Update annex survey (#344)

* Update English version

* Update German annex - in English

* update French annex - in English

inst/extdata/PA2024CH_de_exec_summary/template.Rmd

@@ -536,57 +536,70 @@ Die folgende Grafik zeigt die Anforderungen in Bezug auf den Gesamtscore zur Kli
 
 \newpage
 
-\section{Anhang (II): Zusätzliche Erläuterungen zu den Graphen}
+\section{Annex (II): additional chart explanation - Climate Action Survey}
 
-\subsection{Zielscheibendiagramm: allgemeine Klimastrategien}
+\subsection{Example dart chart: user employing best practices}
 
 \begin{minipage}[t]{0.3\textwidth}
 \verticalAlignImage
-\includegraphics{chart_sample_5}
+\includegraphics{chart_sample_dart_chart_full}
 
 \end{minipage}%
 \begin{minipage}[t]{0.6\textwidth}
 
 
-Dieses Zielscheibendiagramm zeigt, ob gemäss Ihren Antworten Ihr Finanzinstitut als Ganzes über Klimabelange Bericht erstattet, eine Klimastrategie verfolgt und konkrete Klimaziele hat. Es wird davon ausgegangen, dass die Wirksamkeit vom ersten, äusseren Kreis zum dritten, inneren Kreis zunimmt. Als Best Practice wird definiert, dass alle drei Ebenen abgedeckt sind.
-Transparenz durch Berichterstattung ist ein erster Schritt in die richtige Richtung, aber letztlich muss ein konkretes Klimaziel gesetzt und dessen Erreichung mittels einer glaubwürdigen Klimastrategie unterstützt werden, um eine Veränderung zu bewirken. 
-
+This is an example dart chart for a user who employs best practices within the area the chart concerns (see the title, in this case exclusion policies within the oil sector). All the circles are filled with color from light to dark and all the labels are positive statemens. It means that the user applies all strategies and/or measures that are considered important or impactful within the area of concern, starting from the least effective (but important nevertheless), outer ring, to the most effective, inner circle. 
 
 \end{minipage}%
 
-\subsection{Zielscheibendiagramm: Engagement bei Portfoliounternehmen in den Sektoren fossile Brennstoffe, Automobil und Stromerzeugung}
+\subsection{Example dart chart: user employing some good practices but not all}
 
 \begin{minipage}[t]{0.3\textwidth}
 \verticalAlignImage
 
-\includegraphics[width=\textwidth]{chart_sample_6}
+\includegraphics[width=\textwidth]{chart_sample_dart_chart_part}
 
 \end{minipage}%
 \begin{minipage}[t]{0.6\textwidth}
 
-Dieses Zielscheibendiagramm zeigt, welche Engagement-Massnahmen Ihr Finanzinstitut gemäss Ihren Antworten ergreift. Dazu gehören zunächst eine Engagement-Politik, deren Wirksamkeit durch ein spezielles Engagement-Team und schliesslich durch gemeinsames Engagement mit anderen Organisationen verbessert werden kann. Als Best Practice wird definiert, dass alle drei Ebenen abgedeckt sind.
-Die Grafik wird für die Sektoren fossile Brennstoffe, Automobil und Stromerzeugung getrennt dargestellt, da diese (i) als die klimarelevantesten Sektoren gelten und (ii) es für diese kohlenstoffarme Substitute gibt, die es Investoren ermöglichen, den Wechsel zu bestehenden Technologien zu unterstützen. 
-Gemeinsames Engagement als Möglichkeit zur Steigerung der Wirksamkeit von Engagement-Praktiken wird in der Literatur aufgegriffen und beispielsweise von der NZAOA unterstützt 
-\textbf{\href{https://www.unepfi.org/wordpress/wp-content/uploads/2022/03/NZAOA_The-future-of-investor-engagement.pdf}{(link)}}.
+This an example dart chart for a user who employs some good practices within the area the chart concerns (see the chart title, here 'Concrete climate measures within listed equity and corporate bonds') but not all. In this case user applies the measure considered to have a medium impact/importance which is having a sector based approach for a transion plan, but does not apply the other practices (concrete interim targets, and measures planned for achieving the interim targets). The middle ring is filled with color and has a label with a positive statement while the outer ring and inner circle are white and have labels with negative statements (starting with the word 'No'). In this case, user is on a good path but there are some areas of improvement. Especially the middle circle is important one to consider.
+
+\end{minipage}%
+
+\subsection{Example dart chart: user does not employ best practices}
 
+\begin{minipage}[t]{0.3\textwidth}
+\verticalAlignImage
+
+\includegraphics[width=\textwidth]{chart_sample_dart_chart_empty}
 
 \end{minipage}%
+\begin{minipage}[t]{0.6\textwidth}
 
-\subsection{Zielscheibendiagramm: Negativ-Screening im Öl- und Gassektor sowie im Kohlesektor}
+This example dart chart would appear for a user who does not apply any of the best practices within the area the chart concerns (see the chart title, here 'Concrete climate measures within listed equity and corporate bonds'). All layers (rings and circles) are white and their labels are negative statements (they start with the word 'No'). In this case there is a room for improvement towards best practice (dart plot which is fully filled) within the area the chart is concerning and the chart can help to decide what should be the next steps relevant to the user's institution to support the alignment of financial flows with the net-zero goal by 2050.
+
+\end{minipage}%
+
+\newpage
+
+\section{Annex (II): additional chart explanation - Climate Action Survey}
+
+\subsection{Example dart chart: user and peer information}
 
 \begin{minipage}[t]{0.3\textwidth}
 \verticalAlignImage
 
-\includegraphics[width=\textwidth]{chart_sample_7}
+\includegraphics[width=\textwidth]{chart_sample_dart_chart_peers}
 
 \end{minipage}%
 \begin{minipage}[t]{0.6\textwidth}
 
-Dieses Zielscheibendiagramm zeigt, ob gemäss Ihren Antworten Ihr Finanzinstitut als Ganzes Ausschlusskriterien festgelegt hat, Untergewichtungen in den jeweiligen Sektoren vornimmt sowie Unternehmen aus dem Anlageuniversum ausschliesst, wenn die Massnahmen Ihres Finanzinstituts nicht erfolgreich waren. Als Best Practice wird definiert, dass alle drei Ebenen abgedeckt sind.
-Das Zielscheibendiagramm wird für den Kohle- sowie für den Öl- und Gassektor getrennt dargestellt, und die Exposition in den jeweiligen Sektoren wird verglichen. Der Vergleich mit der PACTA-Exposition soll Aufschluss über die Wirksamkeit von Negativ-Screenings geben. 
+This is an example of a dart chart containing peer information together with the user result. On the left we see the user result which could be any of the variants of the dart chart discussed above. In this case the user employs best practices within the area of the chart (Exercising shareholder voting rights). On the right we see the percentage number of other users within this user's peer group who apply best practice (all layers filled in just like in the small icon beside and user's chart in this case). 
 
 \end{minipage}%
 
+For more exmplanation on the best practices shown in the dart charts please refer to the survey section ('Qualitative survey results for your institution') in your interactive report.
+
 \newpage
 
 \section{Anhang (III): FAQs}

inst/extdata/PA2024CH_en_exec_summary/template.Rmd

@@ -469,7 +469,7 @@ tryCatch(
 
 \newpage
 
-\section{Annex (I): additional chart explanation}
+\section{Annex (I): additional chart explanation - Equity \& Bonds Results}
 
 \subsection{Exposure to climate-relevant sectors \& technologies as \% of AUM} 
 
@@ -502,7 +502,7 @@ This chart shows current low-carbon technology exposure (percentage of sectoral
 
 \newpage
 
-\section{Annex (I): additional chart explanation}
+\section{Annex (I): additional chart explanation - Equity \& Bonds Results}
 
 \subsection{Aggregated alignment scores}
 
@@ -539,55 +539,70 @@ The chart below visualizes the specifications of the aggregated alignment score
 
 \newpage
 
-\section{Annex (II): additional chart explanation}
+\section{Annex (II): additional chart explanation - Climate Action Survey}
 
-\subsection{Dart chart: overall climate strategy}
+\subsection{Example dart chart: user employing best practices}
 
 \begin{minipage}[t]{0.3\textwidth}
 \verticalAlignImage
-\includegraphics{chart_sample_5}
+\includegraphics{chart_sample_dart_chart_full}
 
 \end{minipage}%
 \begin{minipage}[t]{0.6\textwidth}
 
 
-This dart chart shows whether your institution as a whole, according to your answers, practices reporting, has a climate strategy in place, and has concrete climate targets. An increasing efficacy from the first (outer layer) to the third (inner layer) is assumed. Best practice is defined as having all three layers covered.
-Transparency through reporting is a first step in the right direction, but ultimately a concrete climate goal needs to be set and backed by a trustworthy climate strategy to make a change. 
+This is an example dart chart for a user who employs best practices within the area the chart concerns (see the title, in this case exclusion policies within the oil sector). All the circles are filled with color from light to dark and all the labels are positive statemens. It means that the user applies all strategies and/or measures that are considered important or impactful within the area of concern, starting from the least effective (but important nevertheless), outer ring, to the most effective, inner circle. 
 
 \end{minipage}%
 
-\subsection{Dart chart: investee engagement in fossil fuel, automotive, and power sector}
+\subsection{Example dart chart: user employing some good practices but not all}
 
 \begin{minipage}[t]{0.3\textwidth}
 \verticalAlignImage
 
-\includegraphics[width=\textwidth]{chart_sample_6}
+\includegraphics[width=\textwidth]{chart_sample_dart_chart_part}
 
 \end{minipage}%
 \begin{minipage}[t]{0.6\textwidth}
 
-This dart charts shows which engagement actions your institution is practicing, accoding to your answers. It starts with a general engagement policy, which can be improved in effectiveness through a dedicated engagement team and finally through joint engagement with other institutions. Best practice is when all three levels are covered.
-The chart is shown separately for fossil fuels, automotive, and power sector as these (i) are considered as the most climate relevant sectors and (ii) have low-carbon substitutes which allows investors to support the shift to existing technologies. 
+This an example dart chart for a user who employs some good practices within the area the chart concerns (see the chart title, here 'Concrete climate measures within listed equity and corporate bonds') but not all. In this case user applies the measure considered to have a medium impact/importance which is having a sector based approach for a transion plan, but does not apply the other practices (concrete interim targets, and measures planned for achieving the interim targets). The middle ring is filled with color and has a label with a positive statement while the outer ring and inner circle are white and have labels with negative statements (starting with the word 'No'). In this case, user is on a good path but there are some areas of improvement. Especially the middle circle is important one to consider.
 
-Considering joint engagement as a way to increase the efficacy of engagement practices is echoed by literature on the topic and supported by, for example, the NZAOA \textbf{\href{https://www.unepfi.org/wordpress/wp-content/uploads/2022/03/NZAOA_The-future-of-investor-engagement.pdf}{(link)}}. 
+\end{minipage}%
+
+\subsection{Example dart chart: user does not employ best practices}
+
+\begin{minipage}[t]{0.3\textwidth}
+\verticalAlignImage
+
+\includegraphics[width=\textwidth]{chart_sample_dart_chart_empty}
+
+\end{minipage}%
+\begin{minipage}[t]{0.6\textwidth}
+
+This example dart chart would appear for a user who does not apply any of the best practices within the area the chart concerns (see the chart title, here 'Concrete climate measures within listed equity and corporate bonds'). All layers (rings and circles) are white and their labels are negative statements (they start with the word 'No'). In this case there is a room for improvement towards best practice (dart plot which is fully filled) within the area the chart is concerning and the chart can help to decide what should be the next steps relevant to the user's institution to support the alignment of financial flows with the net-zero goal by 2050.
 
 \end{minipage}%
 
-\subsection{Dart chart: negative screening in oil and gas as well as coal sector}
+\newpage
+
+\section{Annex (II): additional chart explanation - Climate Action Survey}
+
+\subsection{Example dart chart: user and peer information}
 
 \begin{minipage}[t]{0.3\textwidth}
 \verticalAlignImage
 
-\includegraphics[width=\textwidth]{chart_sample_7}
+\includegraphics[width=\textwidth]{chart_sample_dart_chart_peers}
 
 \end{minipage}%
 \begin{minipage}[t]{0.6\textwidth}
 
-This dart chart shows whether your institution as a whole, according to your answers, has exclusion criteria defined, practices underweighting in the respective sectors as well as excludes companies if your action is not successful. Best practice is defined as having all three layers covered.
-This layer chart is shown for coal on the one hand and oil and gas on the other hand separately, and compared to the exposure in the respective sectors. The comparison to the PACTA exposure aims to provide insights in the effectiveness of the negative screening actions.
+This is an example of a dart chart containing peer information together with the user result. On the left we see the user result which could be any of the variants of the dart chart discussed above. In this case the user employs best practices within the area of the chart (Exercising shareholder voting rights). On the right we see the percentage number of other users within this user's peer group who apply best practice (all layers filled in just like in the small icon beside and user's chart in this case). 
 
 \end{minipage}%
 
+For more exmplanation on the best practices shown in the dart charts please refer to the survey section ('Qualitative survey results for your institution') in your interactive report.
+
 \newpage
 
 \section{Annex (III): FAQs}