Scientific Portfolio Technology for Equity Investors

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Ethics in Climate Investing – Why Portfolio Alignment is More Than Just Science

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Beyond Carbon Price: The Quantification of Climate Transition Risks

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We provide investors with the technology to independently analyze and construct equity portfolios

Asset Owners
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Gain independent insight to assess managers, analyze risk and sustainability claims, and test portfolios; forming your own conviction with confidence.….
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Asset Managers
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Access all essentials of risk management and portfolio design in one place. Build differentiated, research grounded portfolios and communicate with confidence...
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Investment Consultants
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Strengthen mandate reviews with integrated analytics; validate strategies, set clearer expectations, and give clients an independent second opinion...
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Wealth Managers
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Deliver institutional-grade equity insight without extra resources; explain portfolios with clarity, build trust, and scale personalized advisory with confidence...
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Rooted in EDHEC research – advancing the science of equity investing.

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WHITEPAPER
A Question of Ethics? Climate Alignment in Equity Portfolios
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MARKET REVIEW
Climate Equity Performance Needs Close Attention
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MARKET REVIEW
Volatile Markets Put ‘Extreme Risk’ in the Spotlight
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Our Capabilities

Risk Management
Performance Insights
Climate Risks & Impact
ESG Integration
Portfolio Construction

Delivered in a platform that’s transparent, fast, and easy to use, no black boxes, no complex setup.


Scientific Portfolio in 3 minutes


Serving Professionals Across the Investment Ecosystem

The Bridge Between Academic Rigor and Practical Portfolio Insights

Clarity to decide, confidence to defend.

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Differentiate with credibility, respond with speed.

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Faster, independent, manager assessment.

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Simulate, compare, and construct manager lineups with confidence.

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Clear answers when they’re needed most.

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Construct portfolios with instant feedback on risk, performance and sustainability.

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Construct portfolios with instant feedback on risk, performance and sustainability.

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Construct portfolios with instant feedback on risk, performance and sustainability.

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Ready to Strengthen Oversight?
Experience the Scientific Portfolio Platform firsthand — self-register today or request a tailored demo to see how it strengthens your investment process.
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From Framework to Function: Inside Included Capabilities

01
Risk Management
Cover the Standards of risk management with confidence by knowing your exposures to factor risks, sector risks, and macroeconomic risks; identifying drivers of specific risks; measuring diversification and enabling risk budgeting; measuring extreme risks through advanced statistics; and measuring extreme macro and climate risks through scenario analysis.

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 02
Performance Insights
Explain performance through the right lens, and simulate beyond the sample by breaking down performance according to a fundamental factor model, a sector factor model, or a currency factor model; identifying drivers of unexplained performance; measuring alpha within a robust and flexible framework; putting realized sample returns in perspective through a what-if analysis; and projecting beyond the sample through long-term multi-factor simulations.
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04
ESG Integration
Assess sustainability through ESG screening templates covering different levels of requirement; customize ESG screening according to your investment policy; measure the ex-post impact of excluding securities on the risk management, performance, and climate dimensions; and minimize risk deviations imputable to ESG screening.
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 03
Climate Risks and Impact
Bring clarity to climate exposure, risk, and alignment by knowing your exposure to the transition risk factor and your allocation to brown stocks, two complementary measures of climate risk; quantifying potential losses imputable to the climate transition through scenario analysis; measuring the carbon emissions your portfolio is accountable for and attributing the differences between your portfolio and its benchmark; and assessing the alignment of your portfolio with climate objectives through a scenario analysis considering emissions trajectories and green revenues.
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05
Results-Driven Portfolio Construction
Put analytics and optimization into a virtuous feedback loop where insight drives allocation by assessing any starting portfolio through our risk management, ESG integration, and climate solutions; defining results-driven objectives and identifying feasible constraints based on our independent analysis; experimenting with the feedback loop between live analysis and portfolio construction; intuitively exploring the interactions between objectives and constraints; validating your results according to your investment guidelines including risk budgeting, extreme risks, climate risks, ESG integration, and climate alignment; and simulating your results out of sample thanks to our scenario analysis.
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See How You Can Benefit from Scientific Portfolio – One Use Case at a Time.

Leverage Scientific Portfolio’s capabilities and follow along with a practical use case that is designed to extract meaningful insights for a specific investment objective. This documentation is exclusively available to platform users. Request access to the Scientific Portfolio platform now to get started.

Fiduciary Oversight
Go beyond past performance and enhance your fiduciary oversight with risk analytics 
Confidently exercise your fiduciary responsibility with our factor-based performance and risk analytics. Save time validating investment strategies and overall equity allocations, easily detect drifts and concentrations, and anticipate extreme risks and vulnerabilities to macro regimes.  

Start Your Access to the Scientific Portfolio Platform

Once subscribed to the free version, set your password, and you’re in.
Start analyzing your portfolios instantly across risk, performance, climate, and ESG dimensions.
Harness the power of analytics to drive risk/return efficiency, control sustainable impact, and align with climate objectives.

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Latest Publications

Explore External Research Anthology
Explore our curated selection of third-party research papers, each accompanied by an AI-generated summary.
As a group of scientifically-minded individuals, we enjoy standing on the shoulders of giants.
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Explore Latest News
Stay up to date with Scientific Portfolio announcements, press features, and highlights from ongoing research initiatives and achievements.
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Frequently Asked Questions

Scientific Portfolio is the latest commercial venture incubated within the research ecosystem of EDHEC Business School (EDHEC), one of Europe’s top business schools.

We have assembled a team with a broad range of expertise and backgrounds, including financial engineering, computer science, sustainable and climate finance, and institutional portfolio and risk management.

We proudly carry EDHEC’s impactful academic heritage and aspire to provide investors with the technology they need to independently analyze and construct equity portfolios from both a financial and extra-financial perspective.

We provide access to a neutral, comprehensive, and independent technology platform for investors to assume full control of their equity portfolio analysis and construction processes.

Additionally, our conceptual, research-driven framework integrates sustainability and climate alignment objectives into financial decisions. Our users may therefore choose to assess risk and performance out of sample, evaluate the impact of a sustainable policy on financial risks, assess the consistency of a climate impact strategy, get a feel for the tradeoff between carbon intensity and tracking error, or simply review their factor exposures and detect risk concentrations in their portfolio. All independently.

Finally, we stay true to our EDHEC heritage by delivering an academically-minded Knowledge Center that both assists and empowers investors on their learning journey.

Scientific Portfolio endeavors to adopt a neutral point of view based on academic consensus and empower Institutional Asset Owners so they can analyze an investment strategy and infer actionable insights without depending on the commercial provider of the strategy.

More specifically, we help investors verify the sustainability of an investment solution that is offered to them and detect and evaluate the unintended financial risks caused by a sustainable investment policy.

For example, Institutional Asset Owners can use the platform to assess the consistency of a climate impact strategy or get a feel for the tradeoff between carbon intensity and tracking error, while reviewing their factor exposures and detecting risk concentrations in their portfolio. All independently.

Scientific Portfolio endeavors to equip Asset Managers with the technology to enhance and elevate their dialogue with end investors that wish to analyze an investment strategy without fully depending on the commercial provider of the strategy.

More specifically, our neutral point of view based on academic consensus helps managers demonstrate they have pursued the investment objectives set by a client, as well as highlight unintended consequences (whether financial or extra-financial) of customizations requested by the client.

For example, Asset Managers can use the platform to demonstrate the consistency of a climate impact strategy or the risk efficiency of a carbon intensity reduction or provide evidence of their sound management of risk exposures and factor concentrations. All independently.

Scientific Portfolio endeavors to adopt a neutral point of view based on academic consensus and assist Wealth Managers so they can analyze and select an investment product without depending on its commercial provider.

More specifically, we help advisors verify whether a given fund’s strategy is aligned with their end clients’ investment objectives and whether it may additionally be a good fit for their overall portfolio.

For example, Wealth Managers can use the platform to assess the out-of-sample performance and risk behavior of a given instrument, or to benchmark and rank its sustainability against a broader universe of instruments, or to find a suitable replacement fund while accounting for the risk exposures of the rest of the overall portfolio. All independently.