Oxford Transition Valuation Knowledge Exchange Series - Session 4. Investment Case Valuation and Decision Analysis
Objective
Discussing results of Back-testing exercise using past investment project data: Relevance, Usability, Presentation
Overview
The fourth session applies indicators and valuation techniques to realworld inspired investment data through a back-testing exercise. Participants assess relevance, usability, and decision value using historical project cases.
NOTE: Participation is limited to those who attended Sessions 1 and 2 to ensure continuity of context and technical grounding.
Learning Outcomes
By the end of the session, participants will be able to:
• Interpret and critically assess the results of a back-testing exercise using historical investment data.
• Evaluate the decision relevance and practical usability of outcome-based valuation outputs.
• Design the key components of a pilot back-testing programme, including data requirements and methodological safeguards.
• Formulate strategies for integrating back-tested indicators into existing financial assessment and reporting frameworks.
Session outline
13:00 | Opening for 13:15 Start
13:15 – 13:25 | Introduction - Recap and Setting the Scene for Session 4
13:25-13:45 | Presentations - Comparing the different valuations under general finance. The analysis assesses success metrics under given policies, value creation, and the reduction of negative impact. The analysis is based on the data shared from different participants, ideally historical project data.
Participants
GIST Impact, NVAR
WifOR Institute, WISIT
Impact per share
Oxford ONPV
13:45-14:10 Discussion - Reflections on controversial indicators and valuation techniques, and what is already established to measure and value the impact aligned with given policies.
The institutions will be approached individually to plan the session. The developing banks and other institutions share their perspectives on what already meets their needs and what they see as missing.
14:10-14:15 | Conclusion - Concluding Remarks and Outlook
14:15-14:30 | Optional networking - Informal networking time for participants with the Transition Valuation Project team
14:30 Closing