Information processing device, information processing method, and information processing program

JP2025020880AActive Publication Date: 2025-02-13HITACHI LTD
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Patent Information

Application Number
JP2023124507
Authority / Receiving Office
JP · JP
Patent Type
Applications
Current Assignee / Owner
Filing Date
2023-07-31
Publication Date
2025-02-13
Estimated Expiration
2043-07-31

AI Technical Summary

Benefits of technology

【0009】 本発明によれば、サステナビリティへの貢献活動に対して投資する金融商品に対して投資している各投資家それぞれの投資による貢献効果を精度良く算出することができる。 上記した以外の構成及び効果等は、以下の実施形態の説明により明らかにされる。

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Abstract

To provide a device, method, and program for accurately calculating a contribution effect by investment of each investor investing in a financial product invested in a contribution activity to sustainability.SOLUTION: In an investment destination contribution effect report generation system, a CPU of an investment destination effect report generation device being an information processing device includes: an investor information acquisition part for executing acquisition processing for acquiring investment time series information on each investor who invests in a financial product invested in a contribution activity to sustainability; and an impact for each investor calculation part for calculating impact time series information being an index for evaluating an executed contribution activity, matching the acquired investment time series information with the impact time series information in a time series manner, calculating impact to be associated with a designated investor in the contribution activity on the basis of a matching result, and executing output processing for outputting calculated impact information.SELECTED DRAWING: Figure 1
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Description

[Technical field]

[0001] The present invention relates to an information processing device, an information processing method, and an information processing program. [Background technology]

[0002] As momentum for realizing a sustainable society grows, sustainable finance is attracting attention. In projects that aim for sustainability, the size of the project's impact on targets for evaluation, such as the environment and social contributions, is used as an indicator for business evaluation.

[0003] Patent Document 1 discloses a system that acquires data on the activities of a project aimed at sustainability and calculates the magnitude of the impact of the project. [Prior art documents] [Patent documents]

[0004] [Patent Document 1] JP 2022-190194 A Summary of the Invention [Problem to be solved by the invention]

[0005] However, the technology described in Patent Document 1 calculates the impact of the entire project, and does not take into account the contribution (impact) of each investment by each investor in the project.

[0006] Investors who invest in a project calculate the impact of their investment based on the overall impact of the project disclosed by the issuer, etc., according to their own holding period or holding rate, and disclose the value in a responsible investment report, etc. In other words, since each investor calculates the impact of their investment by themselves, there is a possibility that the value may not reflect the actual situation due to calculation errors, etc. For example, if both investors who bought and sold on the secondary market disclose the impact of their investment for the same period, it may result in an impact greater than the actual impact of the project, which may become greenwashing. In addition, if the impact value is not constant due to seasonal fluctuations, etc., simply multiplying the impact value disclosed by the issuer by the ratio of the holding period may result in a value that does not reflect the actual situation. For example, in the case of solar power generation, even if the holding period is the same three months, the size of the contributed impact will vary greatly depending on whether it is three months in summer or three months in winter.

[0007] The present invention has been made in consideration of the above circumstances, and its purpose is to provide an information processing device, an information processing method, and an information processing program that can accurately calculate the contribution effect of each investor who invests in financial products that invest in activities that contribute to sustainability. [Means for solving the problem]

[0008] One of the present inventions for solving the above problem is an information processing device that includes a processing device that executes an acquisition process for acquiring time series information of investments of each investor who invests in financial products that invest in activities that contribute to sustainability, and an output process for calculating time series information of impact, which is an index for evaluating the implemented contribution activities, chronologically matching the acquired investment time series information with the calculated impact time series information, calculating an impact in the contribution activity that can be associated with a specified investor based on the matching result, and outputting the calculated impact information. Effect of the Invention

[0009] According to the present invention, it is possible to accurately calculate the contribution effect of each investor who invests in a financial product that invests in activities that contribute to sustainability. Configurations and effects other than those described above will become apparent from the following description of the embodiments. [Brief description of the drawings]

[0010] [Figure 1] FIG. 1 is a diagram illustrating an example of the configuration of an investment destination contribution effect report generating system in a first embodiment of the present invention. [Diagram 2] 1 is a diagram illustrating an example of a functional configuration of an investment destination contribution effect report generating device in a first embodiment of the present invention. [Diagram 3] 2 is a diagram showing various data stored in the investment destination contribution effect report generating device in the first embodiment of the present invention. FIG. [Figure 4] FIG. 13 is a diagram illustrating an example of an impact amount table. [Diagram 5] FIG. 13 is a diagram illustrating an example of an investor information table. [Figure 6] FIG. 13 is a diagram illustrating another example of an investor information table. [Figure 7] FIG. 13 is a diagram illustrating an example of an impact time series pattern. [Figure 8] 1 is a graph showing an example of a waveform pattern. [Figure 9] FIG. 11 is a diagram illustrating an example of a waveform pattern table. [Figure 10] FIG. 11 is a diagram showing another example of the waveform pattern table. [Figure 11] 1 is a diagram for explaining an overview of the processing performed by the investment destination contribution effect report generating device. FIG. [Figure 12] FIG. 13 is a process flow diagram illustrating details of the impact calculation process for each investor. [Figure 13] FIG. 13 is a diagram for explaining an outline of data interpolation of impact. [Figure 14] FIG. 13 illustrates an example of an allocation result log. [Figure 15] FIG. 13 is a diagram showing an example of an allocation result log by investor. [Figure 16] FIG. 13 is a diagram showing an example of an investment contribution effect report summary screen. [Figure 17] FIG. 13 is a diagram showing an example of an investment contribution effect report case details screen. [Figure 18] FIG. 13 is a diagram illustrating an example of detailed information of impact calculation. [Figure 19] FIG. 13 is a diagram showing an example of a data interpolation result of an impact. [Figure 20] FIG. 11 is a diagram illustrating an example of a functional configuration of an investment destination contribution effect report generating device in a second embodiment of the present invention. [Figure 21] FIG. 11 is a diagram showing various data stored in an investment destination contribution effect report generating device in the second embodiment of the present invention. [Figure 22] FIG. 11 is a process flow diagram illustrating details of the additional investment project extraction process. DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

[0011] Hereinafter, an embodiment of the present invention will be described in detail with reference to the drawings. The following description and drawings are examples for explaining the present invention, and appropriate omissions and simplifications are made for clarity of explanation. The present invention can be implemented in various other forms. Unless otherwise specified, each component may be singular or plural. In order to facilitate understanding of the invention, the position, size, shape, range, etc. of each component shown in the drawings may not represent the actual position, size, shape, range, etc. Therefore, the present invention is not necessarily limited to the position, size, shape, range, etc. disclosed in the drawings. In the following explanation, various information may be explained using expressions such as "table," "list," and "queue," but the various information may be expressed in other data structures. To indicate independence of data structure, "XX table," "XX list," and the like may be referred to as "XX information." When explaining identification information, expressions such as "identification information," "identifier," "name," "ID," and "number" are used, but these are interchangeable. When there are multiple components having the same or similar functions, they may be described by using the same reference numerals with different subscripts, but when there is no need to distinguish between these multiple components, the subscripts may be omitted. In addition, in the following description, the processing performed by executing a program may be described, but the program is executed by a processor (e.g., CPU, GPU) to perform a defined process using storage resources (e.g., memory) and / or interface devices (e.g., communication ports) as appropriate, so the subject of the processing may be the processor. Similarly, the subject of the processing performed by executing a program may be a controller, device, system, computer, or node having a processor. The subject of the processing performed by executing a program may be a calculation unit, and may include a dedicated circuit (e.g., FPGA or ASIC) that performs a specific process. A program may be installed in a device such as a computer from a program source. The program source may be, for example, a program distribution server or a computer-readable storage medium. When the program source is a program distribution server, the program distribution server may include a processor and a storage resource for storing a program to be distributed, and the processor of the program distribution server may distribute the program to be distributed to other computers. In the following description, two or more programs may be realized as one program, and one program may be realized as two or more programs.

[0012] [First embodiment] First, an information processing device, an information processing method, and an information processing program according to a first embodiment of the present invention will be described.

[0013] <System configuration> FIG. 1 is a diagram showing a configuration example of an investment destination contribution effect report generating system S1 in the first embodiment of the present invention. The investment destination contribution effect report generating system S1 is an information processing system in which an investment destination contribution effect report generating device 1 provides each investor 8 who invests in a financial product (sustainable finance) that invests in a project intended for sustainability (activity contributing to sustainability) with an impact report for each investor that reports the contribution effect (hereinafter referred to as "impact of each investor 8") due to the investment in the project. A project intended for sustainability is a corporate initiative (project) such as ESG (Environment Social Governance) or CSR (Corporate Social Responsibility) that is carried out to achieve sustainability, which is the compatibility of social or environmental sustainability and economic growth. For example, the investor 8 invests in sustainable finance such as green bonds for the purpose of environmental or social contribution effects (impact).

[0014] Impacts of projects intended to be sustainable (indicators (non-financial indicators) that evaluate activities that contribute to sustainability) include, for example, in the case of renewable energy projects, the amount of CO2 emissions reduced, the amount of electricity generated by renewable energy, and the rate of renewable energy use in manufacturing processes; in the case of energy conservation projects, the amount of CO2 emissions reduced, the amount of energy usage reduced, the number of environmental certifications obtained, and the number of energy-saving equipment and products introduced; in the case of projects related to pollution prevention and management, the amount of reduction in air pollutants, the amount of water pollutants reduced, the amount of waste disposed of in landfills, the amount of materials used that have an environmental load reduction effect, the amount recycled, and the amount of waste generated; in the case of projects related to the sustainable management of natural resources and land use, the area of ​​forests, etc. managed using sustainable methods, the area of ​​urban environments where improvements have been made to address climate change and biodiversity, etc.; in the case of projects related to biodiversity conservation, the area of ​​healthy coral reefs maintained through projects such as water quality improvement, the area of ​​regenerated river banks through projects to restore them to a natural state, etc. In projects related to clean transportation, the indicators include the amount of CO2 emissions reduction, the proportion of next-generation vehicles, passenger transport capacity, fuel consumption performance, and changes in traffic volume. In projects related to sustainable water resource management, the indicators include the amount of flooded area reduction, number of beneficiaries, annual water savings, and wastewater treatment efficiency. In projects related to climate change adaptation, the indicators include the area of ​​forests, watersheds, etc. managed using sustainable methods, the amount of flooded area reduction, in projects related to environmentally friendly products and environmentally friendly manufacturing technologies and processes, the amount of CO2 emissions reduction per ton of product, the amount of materials used that reduce environmental impact, and the amount of reduction in raw material input. In projects related to green buildings, the indicators include energy efficiency, carbon performance, water resource usage efficiency, waste management, and the number of certifications obtained.

[0015] In this embodiment, a project aiming at reducing CO2 (carbon dioxide) emissions through solar power generation will be described as an example of a project aiming at sustainability. The impact in this embodiment is the amount of CO2 emissions reduction.

[0016] The investment target contribution effect report generating system S1 includes an investment target contribution effect report generating device 1, a facility monitoring device 3, an investor information management device 5, an investor terminal 7, and an auditing institution terminal 9.

[0017] The investment destination contribution effect report generating device 1 is an information processing device that generates an impact report for each investor regarding the impact created by the investment of each investor 8. The investment destination contribution effect report generating device 1 is managed by an investment destination contribution effect report generating business entity 2 that provides each investor impact report to each investor 8. The investment destination contribution effect report generating device 1 includes a CPU (Central Processing Unit) 101 (processing device), a memory 102 such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a storage device 103 such as a HDD (Hard Disk Drive) or an SSD (Solid State Drive), an output device 104 such as a display or a printer, an input device 105 such as a keyboard, a mouse, or a touch panel, and a communication interface 106 configured with a NIC (Network Interface Card), a wireless communication module, a USB (Universal Serial Interface) module, a serial communication module, or the like.

[0018] The equipment monitoring device 3 is an information processing device that manages equipment related to a project in which an investor 8 has invested. For example, the equipment monitoring device 3 monitors the operating status of equipment related to the project, or the amount of renewable energy power generation (for example, solar power generation, etc.). The equipment monitoring device 3 is managed by an investment target equipment manager 4 such as a business operator executing the project. The equipment monitoring device 3 includes a CPU 301, a memory 302 such as a RAM or a ROM, a storage device 303 such as a HDD or an SSD, an output device 304 such as a display or a printer, an input device 305 such as a keyboard, a mouse, or a touch panel, a communication interface 306 configured by a NIC, a wireless communication module, a USB module, a serial communication module, etc.

[0019] The investor information management device 5 is an information processing device that manages information on investors 8. The investor information management device 5 is configured, for example, by a security token infrastructure service that utilizes block chain technology or the like. The investor information management device 5 is managed by a digital securities manager 6, for example, a securities company or a bank that issues digital securities. The investor information management device 5 includes a CPU 501, a memory 502 such as a RAM or a ROM, a storage device 503 such as an HDD or an SSD, an output device 504 such as a display or a printer, an input device 505 such as a keyboard, a mouse, or a touch panel, and a communication interface 506 configured, for example, by a NIC, a wireless communication module, a USB module, or a serial communication module.

[0020] The investor terminal 7 is an information processing device such as a personal computer, a tablet terminal, or a smartphone used by an investor 8. The investor terminal 7 includes a CPU 701, a memory 702 such as a RAM or a ROM, a storage device 703 such as a HDD or an SSD, an output device 704 such as a display or a printer, an input device 705 such as a keyboard, a mouse, or a touch panel, and a communication interface 706 configured with a NIC, a wireless communication module, a USB module, a serial communication module, or the like.

[0021] The auditing institution terminal 9 is an information processing device such as a personal computer, a tablet terminal, or a smartphone used by the auditing institution 10 that audits each investor impact report. The auditing institution 10 is an institution that verifies the validity of the impact value of each investor 8 described in each investor impact report and gives an audit certificate to the verified validity value. The audit certificate is data that proves that the auditing institution 10 has audited. By receiving the audit certificate from the auditing institution, the investment target facility manager 4 can show that the contents of the report have been audited when submitting the report to the investor 8. The auditing institution terminal 9 includes a CPU 901, a memory 902 such as a RAM or a ROM, a storage device 903 such as a HDD or an SSD, an output device 904 such as a display or a printer, an input device 905 such as a keyboard, a mouse, or a touch panel, and a communication interface 906 configured of a NIC, a wireless communication module, a USB module, a serial communication module, or the like.

[0022] The investment target contribution effect report generating device 1 is communicatively connected to the equipment monitoring device 3, the investor information management device 5, the investor terminal 7, or the auditing agency terminal 9 via a wired or wireless communication network 500, such as the Internet, a LAN (Local Area Network), a WAN (Wide Area Network), or a dedicated line.

[0023] 2 is a diagram showing an example of the functional configuration of the investment destination contribution effect report generating device 1 in the first embodiment of the present invention. The CPU 101 reads out and executes the programs stored in the storage device 103, thereby realizing the functions of an energy generation amount acquiring unit 1011, an impact calculation unit 1012, an investor information acquiring unit 1013, an investor's impact calculation unit 1014, an investor's impact report generating unit 1015, and an auditing unit 1016.

[0024] The power generation amount acquiring unit 1011 acquires data related to the project activity. Specifically, the power generation amount acquiring unit 1011 receives data on the amount of power generated by renewable energy in an investment destination facility that executes the project from the facility monitoring device 3. The investment destination facility in this embodiment is a solar power generation facility. That is, the data related to the project activity in this embodiment is the amount of solar power generation.

[0025] The impact calculation unit 1012 calculates the impact of the entire project based on the amount of solar power generation acquired by the power generation amount acquisition unit 1011. The impact in this embodiment is the amount of CO2 emission reduction. For example, the impact calculation unit 1012 multiplies the amount of solar power generation by a predetermined CO2 emission coefficient ("amount of solar power generation" x "CO2 emission coefficient") to calculate the amount of CO2 emission reduction (impact).

[0026] The investor information acquisition unit 1013 executes an acquisition process to acquire investor information (time-series information on investment) on investors 8 investing in each project from the investor information management device 5 or the investor terminal 7. The investor information includes the holding period of financial products (rights) of each investor 8 in financial products (investment cases) investing in each project and the holding rate during the holding period. The investor information acquisition unit 1013 may acquire investor information from a system that manages real-time buying and selling information of all investors 8, such as a security token platform provided by the investor information management device 5, or may acquire investor information input by each investor 8 himself / herself.

[0027] Each investor impact calculation unit 1014 calculates time series information of the impact of the entire project, chronologically matches the acquired investment time series information with the calculated impact time series information, and based on the matching result, calculates the impact associated with the specified investor 8 in the project, and executes an output process to output the calculated impact information.

[0028] The investor impact report generating unit 1015 generates an impact report for each investor based on the impact of the investor 8 calculated by the investor impact calculating unit 1014 , and transmits it to the investor terminal 7 of that investor 8 .

[0029] The audit unit 1016 provides various functions (e.g., a user interface, etc.) for a third party such as the auditing institution 10 to audit the impact of each investor 8 calculated by the investor impact calculation unit 1014. For example, the auditing unit 1016 executes an audit support process to confirm that the total value of the impact of the investments of each investor 8 is equal to or less than the magnitude of the impact of the project, and transmits information showing the confirmation result to the auditing institution terminal 9.

[0030] The programs realizing each function of the power generation amount acquisition unit 1011, the impact calculation unit 1012, the investor information acquisition unit 1013, the impact calculation unit for each investor 1014, the impact report generation unit for each investor 1015, and the audit unit 1016 can be recorded on a portable or fixed recording medium and distributed, for example.

[0031] 3 is a diagram showing various data stored in the investment destination contribution effect report generating device 1 in the first embodiment of the present invention. The storage device 103 stores an impact amount table 1031, an investor information table 1032, an impact time series pattern 1033, a waveform pattern table 1033A, an allocation result log 1034, and an investor-specific allocation result log 1035.

[0032] (Impact amount table) FIG. 4 is a diagram showing an example of the impact amount table 1031. The impact amount table 1031 is a database for managing the impact of the entire project. The impact amount table 1031 has data items of project ID 1031a in which a project ID for identifying each project is set, date and time 1031b in which a target period for calculating the impact is set, power generation amount 1031c in which the amount of photovoltaic power generated by the facility (photovoltaic power generation facility) of the project set to the project ID 1031a within the period set to the date and time 1031b (unit: MWh (megawatt hour)) is set, and CO2 emission reduction amount 1031d in which the amount of CO2 emission reduction of the facility (photovoltaic power generation facility) of the project set to the project ID 1031a within the period set to the date and time 1031b is set. The CO2 emission reduction amount 1031d is the impact in this embodiment.

[0033] In this figure, the time granularity of the period set in the date and time 1031b is illustrated as an example of year (1 year), but the time granularity of the period is not limited to this and may be 30 minutes, daily, monthly, etc. Also, in this embodiment, the CO2 emission reduction amount is set as the impact, but the impact differs depending on the project type. In this embodiment, the photovoltaic power generation amount (for example, 96180 MWh) set in the power generation amount 1031c is multiplied by the CO2 emission coefficient (0.50504 t-CO2 / MWh in the illustrated example) to obtain a value (photovoltaic power generation amount "96180 MWh" x CO2 emission coefficient "0.50504 t-CO2 / MWh" = 48575 t-CO2) and set in the CO2 emission reduction amount 1031d.

[0034] (Investor Information Table) 5 is a diagram showing an example of an investor information table 1032. The investor information table 1032 is a database for managing information on investors 8 who invest in projects. The investor information table 1032 shown in the figure has the following data items: project ID 1032a in which a project ID is set, date and time 1032b, investor ID 1032c in which an investor ID that identifies each investor 8 is set, and ownership rate 1032d.

[0035] The date and time 1032b is set to the date and time when the holding rate of the financial product (right) of the investor 8 was changed for the investment of the project set in the project ID 1032a. The holding rate 1032d is set to the ratio of the investment amount of the investor set in the investor ID 1032c for the investment of the project set in the project ID 1032a at the date and time set in the date and time 1032b. For example, if the investment is a bond, the value obtained by multiplying the "face value" by the "number of bonds held" and dividing the value by the "total issuance amount of the bond" ("face value" x "number of bonds held" / "total issuance amount of the bond") is set to the holding rate 1032d. Also, if the investment is a stock, the value obtained by dividing the "number of shares held" by the "total number of issued shares" ("number of shares held" / "total number of issued shares") is set to the holding rate 1032d.

[0036] In this figure, the time granularity of the date and time set in the date and time 1032b is in minutes, but the time granularity of the date and time is not limited to this, and may be in hourly units (for example, trading is completed between 14:00 and 15:00), or in daily units (trading is completed at some time on May 1), etc. In that case, the impact during this period is divided equally between the two parties who traded.

[0037] 6 is a diagram showing another example of the investor information table 1032. The investor information table 1032 shown in this diagram has the following data items: project ID 1032a in which a project ID is set, purchase / sale date and time 1032e, selling investor ID 1032f, purchasing investor ID 1032g, transfer right rate 1032h, and purchase / sale amount 1032i.

[0038] The date and time of sale / purchase 1032e is set to the date and time when the sale / purchase of the right is concluded for the investment project set in the project ID 1032a. The selling investor ID 1032f is set to the investor ID of the investor 8 who sold the right for the investment project set in the project ID 1032a at the date and time set in the selling / purchase date 1032e. The buying investor ID 1032g is set to the investor ID of the investor 8 who purchased the right for the investment project set in the project ID 1032a at the date and time set in the selling / purchase date 1032e. The transfer right rate 1032h is set to the ratio of the right transferred from the investor 8 set in the selling investor ID 1032f to the investor 8 set in the buying investor ID 1032g at the date and time set in the selling / purchase date 1032e for the investment project set in the project ID 1032a. The purchase / sale amount 1032i is set to the amount (purchase / sale amount) paid by the investor 8 set in the selling investor ID 1032f to the investor 8 set in the purchasing investor ID 1032g on the date and time set in the purchase / sale date and time 1032e for the investment item of the project set in the project ID 1032a.

[0039] (Impact time series pattern) 7 is a diagram showing an example of the impact time series pattern 1033. The impact time series pattern 1033 is pattern information obtained by patterning the time series changes in the impact of each piece of equipment related to the project. Various data set in the impact time series pattern 1033 is set in advance by, for example, a user.

[0040] The impact time series pattern 1033 has the following data items: project type 1033a, equipment capacity 1033b, area 1033c which sets the area where the equipment is located, terrain 1033d which sets the terrain where the equipment is located, season 1033e, waveform pattern ID 1033f which sets a waveform pattern ID that identifies the waveform pattern, and operating rate 1033g.

[0041] In the project type 1033a, a project type (for example, a type of facility) that is a type of project is set. Examples of project types include photovoltaic power generation, wind power generation, biomass, green building, and the like. In the facility capacity 1033b, a facility capacity is set. For example, if the project type is photovoltaic power generation, the facility capacity 1033b is set to a rated capacity. Also, if the project type is a building, the facility capacity 1033b is set to a total floor area. In the season 1033e, a corresponding period (for example, a season) is set. In the illustrated example, the season 1033e is set to a corresponding month (calendar month) of a year. For example, in the record in the first row, a period from November to February is set in the season 1033e.

[0042] In this embodiment, since the project type is photovoltaic power generation, the facility capacity 1033b, the area 1033c, the topography 1033d, and the season 1033e are illustrated as feature quantities (attributes, facility status related to the project) for identifying the waveform pattern ID 1033f. However, the present invention is not limited to these, and different feature quantities may be set in the impact time series pattern 1033 according to the project type. For example, when the project type is "green building", the area, floor area, building use (e.g., school, sports facility, or retail), business hours, or business days (e.g., only weekdays, only holidays, or open all year round, etc.) may be set as feature quantities in the impact time series pattern 1033. When the project type is "energy saving in factories", the area, floor area, industry (e.g., printing, paper, or chemicals, etc.), business hours, or business days (e.g., only weekdays, only holidays, or open all year round, etc.) may be set as feature quantities in the impact time series pattern 1033.

[0043] The waveform pattern ID 1033f is set with a waveform pattern ID that uniquely identifies the waveform pattern of the impact during the period set in the season 1033e when the equipment has a project type set in the project type 1033a, has an equipment capacity set in the equipment capacity 1033b, is installed in an area set in the area 1033c, and is installed in a terrain set in the terrain 1033d.

[0044] The operation rate 1033g is set to the operation rate of the equipment when the equipment has a project type set in the project type 1033a, the equipment capacity is set in the equipment capacity 1033b, the equipment is installed in the area set in the area 1033c, and the equipment is installed in the terrain set in the terrain 1033d. For example, with solar power generation, there are days when power generation is not possible due to rain or the like. Therefore, taking these into consideration, the average operation rate for the season is set in the operation rate 1033g. The operation rate 1033g indicates a change in the operation status of the equipment related to the project.

[0045] FIG. 8 is a graph showing an example of a waveform pattern. The vertical axis of the graph shows the amount of CO2 emission reduction, and the horizontal axis shows time. In this figure, a waveform curve (time series data) showing the time series change of the amount of CO2 emission reduction in one day is illustrated. The dotted waveform curve shown in this graph shows the waveform pattern ID "aa (season "November-December")", the dashed-dotted waveform curve shows the waveform pattern ID "bb (season "March-June")", and the solid waveform curve shows the waveform pattern ID "cc (season "July-October")". As shown in the figure, the waveform curve for one day differs depending on the season. The waveform pattern is generated from information on past impacts. For example, for past waveform curves with the same contents of the items of project type 1033a to topography 1033d and different seasons 1033e, normalization is performed so that the maximum value is 1 and the minimum value is 0, and a waveform pattern corresponding to project type 1033a to topography 1033d is generated. For example, if the project type is solar power generation, the CO2 emission reduction amount is "solar power generation amount" x "CO2 emission coefficient", so the waveform curve for each season will have the same shape as the curve for solar power generation amount.

[0046] (Wave pattern table) 9 is a diagram showing an example of the waveform pattern table 1033A. The waveform pattern table 1033A is a database that manages waveform pattern data. The waveform pattern table 1033A shown in the figure has data items of waveform pattern ID 1033f in which a waveform pattern ID is set, time 1033h in which a time period is set, and CO2 emission reduction amount 1033i. In the CO2 emission reduction amount 1033i, the CO2 emission reduction amount (normalized value) of the waveform pattern set in the waveform pattern ID 1033f at the time set in the time 1033h is set. In the example shown in the figure, the CO2 emission reduction amount per minute is set in the waveform pattern table 1033A for each waveform pattern ID.

[0047] 10 is a diagram showing another example of the waveform pattern table 1033A. The waveform pattern table 1033A shown in this figure has data items of a waveform pattern ID 1033f in which a waveform pattern ID is set, and a daily CO2 emission reduction amount 1033j. In the daily CO2 emission reduction amount 1033j, the amount of CO2 emission reduction in one day (normalized value) of the waveform pattern set in the waveform pattern ID 1033f is set.

[0048] Next, the process performed by the investment destination contribution effect report generating device 1 will be described.

[0049] <Processing Overview> Fig. 11 is a diagram for explaining an overview of the processing performed by the investment destination contribution effect report generating device 1. The processing shown in this figure is executed, for example, when a predetermined input is made by a user to the investment destination contribution effect report generating device 1, or at a predetermined timing (for example, at a predetermined time, at a predetermined time interval).

[0050] The power generation amount acquiring unit 1011 acquires time-series data of the amount of photovoltaic power generation (data showing the amount of photovoltaic power generation in a time series) by receiving it from the equipment monitoring device 3 (S1011).

[0051] The impact calculation unit 1012 calculates the impact of the entire project based on the time-series data of the amount of photovoltaic power generation acquired by the power generation amount acquisition unit 1011, and writes the calculated result in the impact amount table 1031 (S1012).

[0052] The investor information acquiring unit 1013 acquires investor information by receiving it from the investor information management device 5, and writes the acquired investor information into the investor information table 1032 (S1013).

[0053] The impact calculation unit for each investor 1014 executes an impact calculation process for each investor to calculate the impact of each investor 8 in each project (S1014), and writes the calculation results to an allocation result log 1034 and an allocation result log by investor 1035. The details of the impact calculation process for each investor will be described later.

[0054] The investor impact report generation unit 1015 generates an impact report for each investor by referring to the investor-specific allocation result log 1035 (S1015). In addition, the investor impact report generation unit 1015 transmits the investor impact report to which the auditing unit 1016 has given an audit certificate to the investor terminal 7, and provides it to each investor 8.

[0055] The auditing unit 1016 references the allocation result log 1035 for each investor, generates data to be audited by the auditing institution 10, and transmits it to the auditing institution terminal 9 (S1016). For example, the auditing unit 1016 provides the auditing institution terminal 9 with a user interface for an audit screen for auditing data, and accepts input of an audit certificate from the auditing institution 10. The audit certificate is information indicating that the auditing institution 10 has verified the validity of the data through an audit. The auditing unit 1016 then attaches the audit certificate input from the auditing institution 10 to each investor impact report.

[0056] <Impact calculation process for each investor> 12 is a process flow diagram for explaining details of the impact calculation process for each investor S1014. A specific explanation will be given below using data examples shown in FIGS.

[0057] First, each investor impact calculation unit 1014 reads the impact amount table 1031 and obtains the impact generated by the entire project (S10141). In this example, each investor impact calculation unit 1014 calculates the impact "48575" for the relevant period (2021 / 1 / 1 to 2021 / 12 / 31).

[0058] Next, the impact calculation unit for each investor 1014 reads and acquires the impact time series pattern (waveform pattern for each season) that matches the attributes of the project from the impact time series pattern 1033 (S10142). Here, the project attributes refer to the project type 1033a, the facility capacity 1033b, the region 1033c, and the topography 1033d.

[0059] Next, each investor's impact calculation unit 1014 interpolates time-series data (time-series information) of the impact based on the time-series pattern acquired in S10142 (S10143).

[0060] 13 is a diagram for explaining an overview of impact data interpolation. First, each investor impact calculation unit 1014 acquires the period of the impact acquired in S10141. In the example shown in the figure, since the time granularity of the impact is in units of one year (annual), each investor impact calculation unit 1014 acquires "2021 / 1 / 1 to 2021 / 12 / 31" as the corresponding period of the acquired impact (CO2 emission reduction amount) "48575" (see FIG. 13, reference numeral 1401).

[0061] Next, each investor impact calculation unit 1014 multiplies the time series pattern by the coefficient α and the operation rate 1033g to calculate the sum S of the time series pattern for the acquired period (2021 / 1 / 1 to 2021 / 12 / 31). Specifically, each investor impact calculation unit 1014 calculates the sum S of the value obtained by multiplying the daily CO2 emission reduction amount 1033j of the waveform pattern table 1033A by the coefficient α, the number of days of the season 1033e of the impact time series pattern 1033, and the operation rate 1033g. In this example, each investor impact calculation unit 1014 calculates the sum S of the time series pattern by the following formula (1).

[0062] S = 2000α × 120 (number of days between 2021 / 1 / 1~2021 / 2 / 28, 2021 / 11 / 1~2021 / 12 / 31) × 0.8 + 4000α×122(number of days from 2021 / 3 / 1 to 2021 / 6 / 30)×0.7 + 10000α×123(number of days from 2021 / 7 / 1 to 2021 / 10 / 31)×0.95 =1702100α (1)

[0063] Next, each investor impact calculation unit 1014 calculates the coefficient α by comparing the sum S of the time series patterns with the impact of the entire project acquired in S10141. In this example, each investor impact calculation unit 1014 calculates the coefficient α by the following formula (2).

[0064] 48575 (t-CO2) =1720100α ∴α=0.02854 (2)

[0065] Then, each investor impact calculation unit 1014 multiplies the value of the CO2 emission reduction amount 1033i (or daily CO2 emission reduction amount 1033j) in the waveform pattern table 1033A by α to obtain a one-day waveform curve (time series data) for the project, and performs data interpolation to determine the impact.

[0066] In this example, each investor impact calculation unit 1014 generates a one-day waveform curve for the target period "2021 / 1 / 1 to 2021 / 2 / 28, 2021 / 11 / 1 to 2021 / 12 / 31" (see FIG. 13, reference numeral 1411), a one-day waveform curve for the target period "2021 / 3 / 1 to 2021 / 6 / 30" (see FIG. 13, reference numeral 1412), and a one-day waveform curve for the target period "2021 / 7 / 1 to 2021 / 10 / 31" (see FIG. 13, reference numeral 1413) with a time granularity of one minute. As shown in the figure, each investor impact calculation unit 1014 generates a one-day waveform curve for the project so that the minimum value of the waveform curve is 0 and the maximum value is the coefficient α (= 0.02854). In this way, each investor's impact calculation unit 1014 approximates (corrects to a finer time granularity) the time-series change in impact (CO2 emission reduction amount) using an appropriate combination of a plurality of pieces of pattern information 1411-1413.

[0067] Next, the impact calculation unit for each investor 1014 reads and obtains investor information from the investor information table 1032, chronologically matches the obtained investor information with the time series data of the impact interpolated in S10143, and calculates the impact of each investor 8 based on the matching results (S10144).

[0068] We will specifically explain this using the period "2021 / 1 / 1 0:00~2021 / 5 / 1 0:00" as an example, during which investors 8 with investor ID "AA" and investor ID "BB" each hold 50% of the rights related to project ID "001."

[0069] First, each investor impact calculation unit 1014 calculates the total impact of the project for the relevant period by calculating the total impact for each month (January to April) of the relevant period (the value obtained by multiplying the daily CO2 emission reduction amount 1033j by the coefficient α, the number of days in each month, and the operation rate 1033g). Specifically, each investor impact calculation unit 1014 calculates the overall impact of the project for the relevant period using the following formula (3).

[0070] 2000α×31(number of days in January 2021)×0.8+2000α×28(number of days in February 2021)×0.8+4000α×31(number of days in March 2021)×0.7+4000α×30(number of days in April 2021)×0.7=7568.3 ···(3)

[0071] Next, the impact calculation unit for each investor 1014 apportions the impact of the entire project based on the holding rate of each investor 8 with investor ID "AA" and investor ID "BB" of "50%" during the relevant period. In this example, the impact calculation unit for each investor 1014 apportions the impact of "3784.15 (=7568.3÷2)" to each investor 8 with investor ID "AA" and investor ID "BB".

[0072] Next, the impact calculation unit for each investor 1014 writes the impact of the entire project in each season to the allocation result log 1034, and writes the impact of each investor 8 calculated in S10144 to the allocation result log for each investor 1035 (S10145).

[0073] (Allocation result log) 14 is a diagram showing an example of the allocation result log 1034. The allocation result log 1034 is a log that indicates the overall impact of each project in each season. The allocation result log 1034 has data items of project ID 1034a in which the project ID is set, date and time 1034b in which the target period for calculating the CO2 emission reduction amount (impact) is set, and project CO2 emission reduction amount 1034c. In the project CO2 emission reduction amount 1034c, the CO2 emission reduction amount (impact) generated by the equipment of the project set in the project ID 1034a in the period set in the date and time 1034b is set.

[0074] (Investor-specific allocation result log) FIG. 15 is a diagram showing an example of the investor-specific allocation result log 1035. The investor-specific allocation result log 1035 is a log showing the impact of each investor 8 in each season of each project. The investor-specific allocation result log 1035 has data items of project ID 1035a in which the project ID is set, date and time 1035b in which the target period for calculating the CO2 emission reduction amount (impact) is set, investor ID 1035c in which the investor ID is set, and CO2 emission reduction amount 1035d. In the CO2 emission reduction amount 1035d, the CO2 emission reduction amount (impact) allocated to the investor 8 set in the investor ID 1035c is set, out of the CO2 emission reduction amount (impact) generated by the equipment of the project set in the project ID 1035a during the period set in the date and time 1035b.

[0075] Next, the investor's impact calculation unit 1014 transmits the impact value for each investor 8 calculated in S10144 to the investor's impact report generation unit 1015 (S10146), and ends this investor's impact calculation process.

[0076] Meanwhile, the audit unit 1016 verifies (audits) that an impact greater than the actual impact of the project has not been allocated to each investor 8, by determining that the total value of the CO2 emission reduction amount 1035d allocated to each investor 8 (total value for all investors 8) is smaller than the value set in the project CO2 emission reduction amount 1034c for each period set in the date and time 1034b. The audit unit 1016 then supports the audit by presenting, on the audit screen displayed by the auditing institution terminal 9, information indicating that it has been confirmed that an impact greater than the actual impact of the project has not been allocated to each investor 8.

[0077] For example, in the data example shown in FIG. 15 , the audit unit 1016 determines that the total value of the impacts allocated to each investor 8 in the target period "2021 / 1 / 1 0:00 to 2021 / 5 / 1 0:00" ("3784.15+3784.15=7568.3") is equal to the overall project impact of "7568.3", that the total value of the impacts allocated to each investor 8 in the target period "2021 / 5 / 1 0:00 to 2021 / 9 / 1 0:00" ("5420.85+10841.7+5420.85=21683.4") is equal to the overall project impact of "21683.4", and that the total value of the impacts allocated to each investor 8 in the target period "2021 / 9 / 1 0:00 to 2022 / 1 / 1 0:00" ("5420.85+10841.7+5420.85=21683.4") is equal to the overall project impact of "21683.4". The audit screen will show that the total impact assigned to each investor 8 at "0:00", "966.165 + 966.165 + 4830.825 + 3864.66 = 19323.3", is equal to the overall impact of the project, "19323.3".

[0078] The audit institution 10 checks the contents presented on the audit screen and inputs the audit certificate on the audit screen. The audit unit 1016 accepts the input of the audit certificate on the audit screen and transmits the input audit certificate to each investor impact report generation unit 1015.

[0079] The investor impact report generation unit 1015 generates an impact report for each investor with an audit certificate attached based on the impact of each investor 8 calculated by the investor impact calculation unit 1014, and provides a user interface for an investment effect contribution report screen presenting the impact report for each investor to the investor terminal 7. The investor terminal 7 displays the investment effect contribution report screen on, for example, a web browser or the like.

[0080] (Investment Contribution Effect Report Summary Screen) FIG. 16 is a diagram showing an example of an investment contribution effect report summary screen 1600. This diagram shows an image of the investment contribution effect report summary screen 1600 for investor ID "AA". The investment contribution effect report summary screen 1600 has an area 1601 that displays the investment projects (projects) held by the investor 8 and the ownership rate of the rights, and an area 1602 that displays the portfolio. In the portfolio, the vertical axis represents the impact (amount of CO2 emission reduction), the horizontal axis represents the investment profit, and the size of the circle represents the amount of investment. When the impact report generation unit for each investor 1015 receives an input from the investor 8 to select the investment project in the area 1601, it displays an investment contribution report project details screen for the investment project on the investor terminal 7.

[0081] (Investment Contribution Effect Report Project Details Screen) FIG. 17 is a diagram showing an example of an investment contribution effect report project details screen 1700. The investment contribution effect report project details screen 1700 includes an area 1701 for displaying information on the investment target project (issuer and product name), an area 1702 for displaying the trading history of the rights of the investment target project, an area 1703 for displaying the impact generated by the entire project of the investment target project, an area 1704 for displaying the impact contributed by the investment of investor 8 (in this example, investor 8 with investor ID "AA") out of the impact of the entire project, and an area 1705 for displaying detailed information on the calculation of the impact displayed in the area 1704. When an audit certificate has been given by the audit unit 1016 to the impact generated by the entire project and the impact contributed by the investment of investor 8, "audited" is added to indicate that the audit certificate has been given.

[0082] (Detailed information on impact calculation) 18 is a diagram showing an example of impact calculation detailed information 1800. The impact calculation detailed information 1800 may be displayed in area 1705 of the investment contribution effect report project details screen 1700, or may be displayed on a screen separate from the investment contribution effect report project details screen 1700. The impact calculation detailed information 1800 includes a graph 1801 showing the impact generated by the entire project, a graph 1802 showing the trend in the ownership rate of rights of the investment target project, a details display area 1803, and a data interpolation result display area 1804 that displays the data interpolation result of the impact.

[0083] In the graph 1801, the vertical axis indicates the amount of CO2 emission reduction (impact), and the horizontal axis indicates time. In addition, the graph 1801 displays the overall project impact "48575" for the project period "2021 / 1 / 1 0:00 to 2022 / 1 / 1 0:00", the overall project impact "7568.3" for the period "2021 / 1 / 1 0:00 to 2021 / 5 / 1 0:00", the overall project impact "21683.4" for the period "2021 / 5 / 1 0:00 to 2021 / 9 / 1 0:00", and the overall project impact "19323.3" for the period "2021 / 9 / 1 0:00 to 2022 / 1 / 1 0:00".

[0084] In the graph 1802, the vertical axis indicates the ownership rate of the right, and the horizontal axis indicates time. In the illustrated example, the graph 1802 displays the ownership rate of investor 8 of "50%" in the period "2021 / 1 / 1 0:00 to 2021 / 5 / 1 0:00", the ownership rate of investor 8 of "25%" in the period "2021 / 5 / 1 0:00 to 2021 / 9 / 1 0:00", and the ownership rate of investor 8 of "5%" in the period "2021 / 9 / 1 0:00 to 2022 / 1 / 1 0:00".

[0085] The details display area 1803 displays details about the calculation of the impact of investor 8 (the algorithm used to calculate the impact of investor 8). In the illustrated example, the overall project impact of "7568.3" for the period "2021 / 1 / 1 0:00 to 2021 / 5 / 1 0:00" is multiplied by the ownership rate of "50%" to calculate "7568.3 x 0.5 = 3784.15", the overall project impact of "21683.4" for the period "2021 / 5 / 1 0:00 to 2021 / 9 / 1 0:00" is multiplied by the ownership rate of "25%" to calculate "21683.4 x 0.25 = 5420.85", and the overall project impact of "2021 / 9 / 1 0:00 to 2022 / 1 / 1 0:00" is multiplied by the ownership rate of "25%" to calculate "21683.4 x 0.25 = 5420.85". The detailed display area 1803 displays that the total project impact at "0:00" of "19323.3" is multiplied by the ownership rate of "25%" to calculate "19323.3 x 0.05 = 966.165". Furthermore, the detailed display area 1803 displays that the total impact of the investor 8 for each period, "3784.15 + 5420.85 + 966.165 = 10171.165", is calculated to calculate the impact "10171.165t-CO2" contributed by the investment of the investor 8. In this way, the impact report generating unit 1015 for each investor 8 displays on the screen that the CO2 emission reduction amount (impact) has been calculated according to the ownership rate.

[0086] (Interpolated impact data result) 19 is a diagram showing an example of the data interpolation result of impact. As shown in the figure, the data interpolation result display area 1804 displays a waveform curve for one day in each target period (a graph in which the vertical axis represents the amount of CO2 emission reduction (impact) and the horizontal axis represents time). By displaying a waveform curve for one day in each target period in this way, the investor 8 can know how the amount of CO2 emission reduction (impact) has been data-interpolated in each target period.

[0087] As described above, the investment destination contribution effect report generating device 1 of this embodiment executes an acquisition process of acquiring time series information on the investment of each investor 8 who invests in financial products that invest in activities (projects) that contribute to sustainability, and an output process of calculating time series information on impact, which is an index for evaluating the contribution activities carried out, chronologically matching the acquired investment time series information with the calculated impact time series information, calculating the impact in the contribution activities that can be associated with the specified investor based on the matching result, and outputting the calculated impact information.

[0088] In other words, the investment destination contribution effect report generating device 1 of this embodiment can accurately calculate the contribution effect (impact) of each investment by each investor 8, by chronologically matching the time series information of the impact with the time series information of the investment, even if the impact fluctuates irregularly due to the season, etc.

[0089] In addition, the investment chronological information includes each investor's holding period of the financial product and the holding rate during that holding period, and in the output process, the investment destination contribution effect report generating device 1 chronologically matches the holding period with the calculated impact chronological information, and based on the matching result, calculates the impact associated with the specified investor 8 in the contribution activity based on the holding rate during that holding period, and outputs the calculated impact information.

[0090] This makes it possible to accurately calculate the impact of each investor 8 according to the holding period and holding rate of each investor 8.

[0091] In addition, the investment destination contribution effect report generating device 1 of this embodiment stores pattern information (impact time series pattern 1033) of the time series change of the impact of the project in each of multiple periods, and in the output process, interpolates the time series information of the impact based on the pattern information.

[0092] For example, the value of the impact may fluctuate irregularly depending on the season, such as the amount of CO2 emission reduction due to solar power generation. In such a case, if the impact is calculated by simply multiplying it by the ratio of the holding period, the value may not reflect the actual situation. In contrast, by interpolating the time series information of the impact of the project based on the impact time series pattern 1033 that patterns the time series changes in the impact for each season (multiple periods), the impact according to the holding period of each investor 8 can be calculated with higher accuracy.

[0093] Furthermore, in the output process, the investment destination contribution effect report generating device 1 of this embodiment interpolates time-series information of the impact based on the change in the operating status (operating rate 1033g) of the equipment related to the project activity.

[0094] For example, in the case of solar power generation, there are days when power generation is not possible due to rain, etc. Therefore, by interpolating the time-series information of the impact of the project based on the operation rate 1033g in each season (multiple periods), the impact according to the holding period of each investor 8 can be calculated with higher accuracy.

[0095] In addition, the investment destination contribution effect report generating device 1 of this embodiment executes a transmission process to transmit information including the impact associated with the specified investor 8 and the algorithm used to calculate the impact to the investor terminal 7 related to the specified investor.

[0096] This makes it possible to present to each investor 8 the impact of their investment and the algorithm used to calculate the impact. This saves each investor 8 the trouble of calculating the value of the impact of their investment, and prevents inconsistencies in the impact values ​​due to calculation errors, etc. Furthermore, each investor 8 can understand how the impact of their investment was calculated.

[0097] In addition, the investment destination contribution effect report generating device 1 of this embodiment executes an audit support process to confirm that the total value of the impacts associated with each investor 8 for a specified period of time for all investors 8 is less than or equal to the impact of the entire project, and to transmit information representing the confirmed result to the auditing institution terminal 9 associated with the auditing institution 10 that audits the impacts associated with each investor 8.

[0098] That is, the investment destination contribution effect report generating device 1 of this embodiment presents to the auditing institution 10 that the impact allocated to each investor 8 is not greater than the impact actually generated by the project. This allows the auditing institution 10 to reduce the effort and cost required for audit verification, and makes the auditing work more efficient.

[0099] In addition, the investment destination contribution effect report generating device 1 of this embodiment stores pattern information for each project type and the status of the equipment related to the project, and in the output process, interpolates time series information of the project's impact based on the pattern information corresponding to the project type and the status of the equipment.

[0100] That is, the investment destination contribution effect report generating device 1 of this embodiment interpolates time-series information with pattern information according to the type of project (project type) and the status of the facilities related to the project (for example, in the case of photovoltaic power generation, the facility capacity, region, or topography, etc.), so that it can more accurately interpolate the time-series information of the impact according to the characteristics of the project. This makes it possible to more accurately calculate the contribution effect of each investment by each investor 8.

[0101] [Second embodiment] Next, an information processing device, an information processing method, and an information processing program according to a second embodiment of the present invention will be described.

[0102] This embodiment differs from the first embodiment in that the investment destination contribution effect report generating device 1 calculates the impact shortfall with respect to the target value of the impact set by each investor 8, and presents projects (financial products) that can compensate for the shortfall to each investor 8. The configuration of the investment destination contribution effect report generating system S1 is the same as that of the first embodiment, and therefore a description thereof will be omitted. Also, the same reference numerals are used for the configurations similar to those of the first embodiment, and a description thereof will be omitted.

[0103] 20 is a diagram showing an example of a functional configuration of an investment destination contribution effect report generating device 1 in a second embodiment of the present invention. The CPU 101 reads and executes a program stored in the storage device 103, thereby realizing the functions of an additional investment case extraction unit 1017 in addition to the respective functions of the first embodiment.

[0104] The additional investment case extraction unit 1017 executes an extraction process to extract and output projects that can compensate for the difference between the impact of the investment of the designated investor 8 and the target value of the impact, based on the predicted value of the impact of each of the multiple projects. Specifically, the additional investment case extraction unit 1017 extracts and outputs projects that can compensate for the difference between the total value of the impact corresponding to the designated investor 8 from the start of a specified period to the present, and the predicted value of the impact corresponding to the designated investor 8 from the present to the end of the specified period, and the target value, based on the predicted value of the impact from the present to the end of the specified period for each of the multiple financial products.

[0105] The programs realizing each function of the power generation amount acquisition unit 1011, the power generation amount acquisition unit 1011, the impact calculation unit 1012, the investor information acquisition unit 1013, the impact calculation unit for each investor 1014, the impact report generation unit for each investor 1015, the audit unit 1016, and the additional investment project extraction unit 1017 can be recorded on a portable or fixed recording medium and distributed, for example.

[0106] 21 is a diagram showing various data stored in the investment destination contribution effect report generating device 1 in the second embodiment of the present invention. The storage device 103 stores an impact forecast value table 1036 and an annual impact target value table 1037 in addition to each data of the first embodiment.

[0107] The impact forecast value table 1036 is a database that manages the forecast value of the impact for each period (for example, each month) calculated based on time-series data of the past impact for each project.

[0108] The annual impact target value table 1037 is a database that manages the target value of the impact for each investor 8 for the year (predetermined period).

[0109] <Additional investment project extraction process> 22 is a process flow diagram explaining the details of the additional investment project extraction process S1017. The process shown in this diagram is executed, for example, when a predetermined input is made by a user to the investment destination contribution effect report generating device 1, or at a predetermined timing (for example, at a predetermined time, at a predetermined time interval).

[0110] First, the additional investment case extraction unit 1017 reads the investor-specific allocation result log 1035, and obtains the impact generated by the investment of each investor 8 from this year (for example, January 1st of this year) to the present (S10171).

[0111] Next, the additional investment project extraction unit 1017 reads the impact prediction value table 1036 and obtains the predicted value of the impact that each project will have for the remainder of the year (for example, the period from the present to December 31st of the current year) (S10172).

[0112] Next, the additional investment project extraction unit 1017 transmits the predicted impact values ​​obtained in S10172 to each investor impact calculation unit 1014, and receives the calculation results from each investor impact calculation unit 1014, thereby obtaining the predicted impact values ​​to be allocated to each investor 8 from the predicted values ​​(S10173).

[0113] Next, the additional investment project extraction unit 1017 calculates the sum of the impact generated by each investor 8 to date obtained in S10171 and the predicted value of the impact to be allocated to each investor 8 obtained in S10173, and calculates the predicted value of the impact for each investor 8 for this year (for example, January 1st to December 31st of this year) (S10174).

[0114] Next, the additional investment case extraction unit 1017 reads the annual impact target value table 1037 and calculates the shortfall in impact against the target value for each investor 8 from the difference between the target value and the predicted impact value obtained in S10174 (S10175).

[0115] Next, the additional investment project extraction unit 1017 reads the impact prediction value table 1036 and acquires projects that can make up for the shortfall calculated in S10175 for the remaining period of this year (S10176). For example, the additional investment project extraction unit 1017 extracts projects whose impact prediction value for the remaining period of this year is equal to or greater than the shortfall.

[0116] Next, the additional investment project extraction unit 1017 sends the predicted impact value for this year for each investor 8, the shortfall against the target value, and information on projects that can make up for the shortfall to the impact report generation unit 1015 for each investor (S10146), and terminates this additional investment project extraction process.

[0117] The investor impact report generating unit 1015 generates an impact report for each investor including the predicted value of this year's impact for each investor 8, the shortfall against the target value, and information on projects that can make up for the shortfall (such as the right holding rate or holding period of the investment project), and transmits the impact report for each investor to the investor terminal 7. For example, the investor impact report generating unit 1015 provides the investor terminal 7 with a user interface for an investment effect contribution report screen that presents the impact report for each investor.

[0118] As described above, the investment destination contribution effect report generating device 1 of this embodiment stores the predicted impact values ​​for each of the multiple projects for a specified period and the target impact values ​​for each investor 8, and performs an extraction process to extract and output financial products that can compensate for the difference between the impact and the target value corresponding to a specified investor 8 based on the predicted impact values ​​of each of the multiple projects.

[0119] That is, the investment destination contribution effect report generating device 1 of this embodiment predicts the future shortfall for the target value of the impact of each investor 8, and outputs projects that can make up for the shortfall. This allows each investor 8 to easily grasp financial products (candidates for investment projects) that can make up for the shortfall against the target value, improving convenience.

[0120] In addition, the investment destination contribution effect report generating device 1 of this embodiment stores the target value of the impact for each investor 8 for a specified period, and in the extraction process, extracts and outputs financial products that can compensate for the difference between the total value of the impact corresponding to the specified investor from the start of the specified period to the present and the predicted value of the impact corresponding to the specified investor from the present to the end of the specified period and the target value, based on the predicted value of the impact of each of the multiple financial products from the present to the end of the specified period.

[0121] With this configuration, it is possible to accurately calculate the shortfall in the impact target value for each investor 8 over a specified period (e.g., one year), and to present appropriate financial products to the investor 8 for achieving the target within the specified period.

[0122] The present invention is not limited to the above-described embodiment, and can be implemented using any components without departing from the scope of the present invention. The above-described embodiments and modifications are merely examples, and the present invention is not limited to these contents as long as the features of the invention are not impaired. In addition, although various embodiments and modifications have been described above, the present invention is not limited to these contents. Other aspects conceivable within the scope of the technical idea of ​​the present invention are also included in the scope of the present invention.

[0123] For example, part of the hardware included in each device in the above-described embodiments may be provided in another device.

[0124] Furthermore, each program of the investment destination contribution effect report generating device 1 may be provided in another device, a certain program may be made up of a plurality of programs, or a plurality of programs may be integrated into one program.

[0125] In addition, in the above-described embodiment, solar power generation equipment has been taken up as the equipment to be monitored by the equipment monitoring device 3, but the equipment is not limited to this and may be other renewable energy equipment such as wind power generation and biomass power generation, or green buildings, green transportation, and other equipment that is generally used for the proceeds of sustainable finance such as green bonds, etc., as long as it is equipment related to the activities of the project for which the impact is calculated.

[0126] In the above-described embodiment, the investment destination contribution effect report generating device 1 calculates the environmental or social contribution effect (impact) generated by the project, but in a use case in which environmental credits generated by the project are returned to the investor as a return on investment in addition to or instead of the impact, the amount of return to each investor 8 may be calculated, and an impact report for each investor may be generated including the calculated amount of return of environmental credits. Specifically, the impact calculation unit for each investor 1014 calculates the amount of environmental credits allocated to each investor 8 in the processing from S10142 onwards, based on the value of the environmental credits applied for and acquired based on the impact calculated in S10141. The method of calculating the amount of environmental credits allocated to each investor 8 is the same as the calculation algorithm for the impact of each investor 8.

[0127] In addition, in a financial product in which the investment return is determined according to the equipment operating rate during the holding period, the investment destination contribution effect report generating device 1 may calculate the return of each investor 8 in addition to or instead of the impact, and generate an impact report for each investor including the calculated return.

[0128] Furthermore, the investment destination contribution effect report generating device 1 may specify the seasons with the largest impact and the smallest impact for each project based on the information on the impact of each season for each project, and output the information to the investor terminal 7. Specifically, the investment destination contribution effect report generating device 1 calculates the amount of CO2 emission reduction (impact) per second for one year for a given project by generating a time series curve for one day in each period by the process of S10143 described above. Then, the investment destination contribution effect report generating device 1 counts the amount of CO2 emission reduction per second per month, and specifies the months with the largest impact and the months with the smallest impact. Then, for example, the investment destination contribution effect report generating device 1 may send a notification (for example, an email or a display screen, etc.) to the investor terminal 7 encouraging the purchase of rights during the period (month) when the impact is largest and proposing the sale during the period (month) when the impact is small. This allows the investor 8 to refer to the information output to the investor terminal 7 and understand the period when the largest impact can be obtained with the same investment amount. As a result, the investor 8 can improve the investment efficiency.

[0129] In the above embodiment, the investment destination contribution effect report generating device 1 uses a time series pattern of impact prepared in advance to perform data interpolation of time series data, but the data may be interpolated using other data that is proportional to the impact and can be obtained at a finer time granularity. For example, the investment destination contribution effect report generating device 1 may use data on the amount of solar radiation in the area where a photovoltaic power generation facility is installed to perform data interpolation of the amount of CO2 emission reduction. [Explanation of symbols]

[0130] S1 Investment Contribution Effect Report Generation System 1. Investment Destination Contribution Effect Report Generator 2. Investment Destination Contribution Effect Report Generator 3 Equipment monitoring device 4 Invested facility manager 5 Investor information management device 6 Digital Securities Administrator 7 Investor Terminal 8 Investors 9 Auditor terminal 10. Auditing Organization 1011 Power generation amount acquisition section 1012 Impact Calculation Department 1013 Investor Information Acquisition Department 1014 Impact Calculation Unit for Each Investor 1015 Investor Impact Report Generation Unit 1016 Audit Department 1017 Additional investment project extraction department 1031 Impact amount table 1032 Investor Information Table 1033 Impact Time Series Pattern 1033A Waveform Pattern Table 1034 Allocation result log 1035 Investor Allocation Results Log 1036 Impact Prediction Table 1037 Annual Impact Target Table

Claims

1. An acquisition process for acquiring time series information of each investor who invests in financial products that invest in activities that contribute to sustainability; an output process of calculating time-series information on impact, which is an index for evaluating the implemented contribution activity, chronologically matching the acquired investment time-series information with the calculated impact time-series information, calculating an impact in the contribution activity that can be associated with a specified investor based on the matching result, and outputting the calculated impact information; An information processing device comprising a processing device that executes the above.

2. The time series information of the investment includes the holding period of the financial product of each investor and the holding ratio during the holding period, The processing device includes: In the output process, chronologically matching the holding period with the time-series information of the calculated impact, and based on the matching result, calculating an impact of the contribution activity associated with the designated investor based on the holding rate during the holding period, and outputting information on the calculated impact; The information processing device according to claim 1 .

3. a storage device that stores pattern information of a time series change in the impact of the contribution activity in each of a plurality of time periods; The processing device includes: In the output process, the pattern information is read from the storage device, and time-series information of the impact is interpolated based on the pattern information. The information processing device according to claim 1 .

4. The processing device includes: In the output process, time-series information of the impact is interpolated based on a change in an operating status of a facility related to the contribution activity. The information processing device according to claim 3 .

5. The processing device includes: a transmission process of transmitting information including an impact associated with the specified investor and an algorithm used to calculate the impact to an information processing device related to the specified investor; The information processing apparatus according to claim 1 , further comprising:

6. The processing device includes: an audit support process for confirming that the total value of the impacts associated with each investor over a specified period of time across all investors is equal to or less than the impact of the contribution activities implemented, and transmitting information showing the confirmation result to an information processing device related to an auditing institution that audits the impacts associated with each investor; The information processing apparatus according to claim 1 , further comprising:

7. A storage device is provided for storing a predicted value of the impact for each of a plurality of financial products in a predetermined period and a target value of the impact for each investor, The processing device includes: an extraction process of reading out a predicted value of the impact of each of a plurality of financial products from the storage device, and extracting and outputting financial products that can compensate for the difference between the impact corresponding to a designated investor and the target value based on the predicted value; The information processing apparatus according to claim 1 , further comprising:

8. The storage device stores a target value of the impact for each investor for a predetermined period of time, The processing device includes: In the extraction process, financial products capable of compensating for the difference between the total value of the impact corresponding to the designated investor from the start of the specified period to the present and the predicted value of the impact corresponding to the designated investor from the present to the end of the specified period and the target value are extracted and output based on the predicted value of the impact from the present to the end of the specified period for each of a plurality of financial products. The information processing device according to claim 7.

9. The storage device stores the pattern information for each type of the contribution activity and each status of equipment related to the contribution activity, The processing device includes: In the output process, time series information of the impact of the contribution activity of the financial product is interpolated based on the pattern information corresponding to the type of the contribution activity of the financial product and the status of the facility. The information processing device according to claim 3 .

10. An information processing device, An acquisition process for acquiring time series information of each investor who invests in financial products that invest in activities that contribute to sustainability; Calculating time-series information on impact, which is an index for evaluating the implemented contribution activity, chronologically matching the acquired investment time-series information with the calculated impact time-series information, calculating an impact in the contribution activity that can be associated with a specified investor based on the matching result, and executing an output process for outputting information on the calculated impact. Information processing methods.

11. In the information processing device, An acquisition process for acquiring time series information of each investor who invests in financial products that invest in activities that contribute to sustainability; Calculating time-series information on impact, which is an index for evaluating the implemented contribution activity, chronologically matching the acquired time-series information on investment with the calculated time-series information on impact, calculating an impact in the contribution activity that can be associated with a designated investor based on a result of the matching, and outputting information on the calculated impact. Information processing program.

Citation Information

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