IMPACT-OM: a multivariate framework for ESG impact characterization in French overseas territories

This Technical Report PC-TR-2026-01 presents IMPACT-OM™ (Multi-criteria Performance and Climate-Territory Adequacy Index — Overseas), a structured scientific methodology for the typological characterization of ESG impact applied to investment portfolios in the French overseas territories (DROM-COM). The framework reorganizes published statistical techniques (Factor Analysis of Mixed Data, Ward ascending hierarchical clustering, K-means consolidation, validation by five statistical indices under a parsimony constraint) within an original combination, calibrated for mixed ESG data (quantitative, ordinal, nominal, binary) with partial missingness typical of overseas financing files. The document is published in English and French within a single record and follows a four-level epistemic tagging system ([ESTABLISHED] / [ADAPTED] / [PROPRIETARY] / [OPEN]) distinguishing public scientific content from proprietary parameter settings retained by Plannova Consulting.

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Publication Details

Journal
Zenodo (CERN European Organization for Nuclear Research)
Published
2026-05-11
DOI
https://doi.org/10.5281/zenodo.20116515
Primary Topic
Sustainable Finance and Green Bonds
Type
article
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article

IMPACT-OM: a multivariate framework for ESG impact characterization in French overseas territories

Lovely Euphrasie-Clotilde Brooks
Zenodo (CERN European Organization for Nuclear Research)
Sustainable Finance and Green Bonds
article

IMPACT-OM: a multivariate framework for ESG impact characterization in French overseas territories

Lovely Euphrasie-Clotilde Brooks
article en

Abstract

This Technical Report PC-TR-2026-01 presents IMPACT-OM™ (Multi-criteria Performance and Climate-Territory Adequacy Index — Overseas), a structured scientific methodology for the typological characterization of ESG impact applied to investment portfolios in the French overseas territories (DROM-COM). The framework reorganizes published statistical techniques (Factor Analysis of Mixed Data, Ward ascending hierarchical clustering, K-means consolidation, validation by five statistical indices under a parsimony constraint) within an original combination, calibrated for mixed ESG data (quantitative, ordinal, nominal, binary) with partial missingness typical of overseas financing files. The document is published in English and French within a single record and follows a four-level epistemic tagging system ([ESTABLISHED] / [ADAPTED] / [PROPRIETARY] / [OPEN]) distinguishing public scientific content from proprietary parameter settings retained by Plannova Consulting.

Zenodo (CERN European Organization for Nuclear Research)
PLANCO Consulting (Germany) (DE)
Climate action
Openalex Percentile: Top 5%
Sustainable Finance and Green Bonds
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