Allocation report
ESG & GovernanceA regular report showing how much of a labelled bond's or deposit's money has been spent, on which projects or categories, and how much remains unallocated.
A useful allocation report lists amounts by project or category, separates new financing from refinancing, and shows where unspent money is parked. India's Department of Economic Affairs, for example, publishes yearly allocation reports for sovereign green bonds. SEBI requires listed green bond issuers to report the use of proceeds in their annual reports.
Related terms
Learn the concept
From the research
A Comparative Financial Analysis of Three Listed Companies
Three IT services leaders, five years of numbers: similar growth, very different margins and returns on capital, and their October 2026 valuations.
MarketsIPO Issue Price vs. Listing Price vs. Subsequent Performance
Seven of India's most talked-about IPOs since 2021, tracked from issue price to listing to October 2026. Buying on listing day lost money in six of seven.
ValuationPaytm: Valuing a Company With No Clean Comparable
Paytm is part payments processor, part device business, part loan distributor. Why no single peer fits, and how to value it in parts and in reverse.