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Compute Portfolio Scores for a Recipient

Source: R/analysis_portfolio_scores.R
analysis_portfolio_scores.Rd

Computes a portfolio score for each donor relative to a given recipient using the formula:

Usage

analysis_portfolio_scores(flows, recipient_name, top_n = 10)

Arguments

flows

Dataframe flows as documented (must include sourceObjects, destinationObjects, amountUSD, budgetYear).

recipient_name

Character scalar - recipient destination name to score donors for (match exactly).

top_n

Optional integer - return only top N donors by portfolio score (default NULL = all).

Value

a list with data, aka Tibble with columns: donor, donor_engagement, funding_amount, donor_concentration_risk, strategic_alignment, Portfolio_Score and plot

Details

Portfolio_Score = SUM( Donor_engagement * Funding_amount * (1 - Donor_concentration_risk) * Strategic_alignment )

Where:

  • Donor_engagement = fraction of years the donor funded the recipient (0-1)

  • Funding_amount = sum(amountUSD) from donor -> recipient

  • Donor_concentration_risk = HHI of donor across destinations (0-1) higher = more concentrated implies more risk

  • Strategic_alignment = share of donor funding to the recipient's primary GlobalCluster (0-1) - best-effort derived

Assumptions & notes:

  • recipient_name is matched against destinationObjects.name (destination type "Location" or "Organization" or "Plan").

  • strategic alignment is computed by comparing GlobalCluster names present in destinationObjects for the recipient vs donor.

  • HHI is calculated per donor across all destination names (locations/plans).

Examples

result <- analysis_portfolio_scores(flows, 
               recipient_name="United Nations High Commissioner for Refugees", 
                          top_n = 10)

print(result$plot)