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About Scientific Portfolio
We provide investors with the technology to independently analyze and construct equity portfolios
Our Story
Welcome to Scientific Portfolio, one of the latest commercial ventures 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.
Our Mission
Clarify
Give investors access to a Knowledge Center catering to all types of learners and provide guidance through the portfolio analysis and construction process. This aligns with our commitment to remaining connected with our academic roots and wanting to bridge the gap between investors and academia.
Assist
Help investors to analyze their equity portfolios, identify actionable insights and enhance portfolios with allocation functionalities. We like to promote portfolio analysis as a means to the concrete goal of building portfolios that are both more efficient and better aligned with their objectives.
Normalize
Provide investors with an integrated framework where financial and extra-financial (ESG) considerations are jointly captured in analysis and portfolio construction. The ability to incorporate ESG-related insights in the portfolio allocation process is now a common requirement among many investors.….
Bridging the gap between academic finance and the investment management industry
EDHEC Business School founded the EDHEC-Risk Institute (ERI) in 2001 with the ambition to become the leading provider of academic thought leadership in the field of investment management.
ERI has successfully pursued this objective for over twenty years, establishing long-term partnerships with asset owners and asset managers globally, facilitating the dissemination of relevant academic ideas, particularly in the areas of factor investing, liability-driven investing and goal-based investing. In 2022, ERI made a strategic shift by focusing on climate finance and launching the EDHEC-Risk Climate Impact Institute (ERCII).
The EDHEC ecosystem has consistently demonstrated its commitment to and mission of bridging the gap between academic finance and the investment management industry. To this end, it has nurtured the creation of commercial ventures that leverage ERI’s intellectual property, and more importantly, align with its mission.
ERI has successfully pursued this objective for over twenty years, establishing long-term partnerships with asset owners and asset managers globally, facilitating the dissemination of relevant academic ideas, particularly in the areas of factor investing, liability-driven investing and goal-based investing. In 2022, ERI made a strategic shift by focusing on climate finance and launching the EDHEC-Risk Climate Impact Institute (ERCII).
The EDHEC ecosystem has consistently demonstrated its commitment to and mission of bridging the gap between academic finance and the investment management industry. To this end, it has nurtured the creation of commercial ventures that leverage ERI’s intellectual property, and more importantly, align with its mission.
These include Scientific Beta, established in 2012 as a spin-off of EDHEC-Risk with a focus on the production of efficient equity factor indices, reaching approximately $60bn in assets under replication. In 2020, the Singapore Stock Exchange (SGX) took a majority stake in Scientific Beta alongside EDHEC. In the same spirit, Scientific Infra was launched in 2016 as a benchmarking and valuation solution provider specialized in unlisted infrastructure equity and debt assets, based on research and data created at the EDHEC Infrastructure Institute (EDHECinfra). In 2021, EDHECinfra was acknowledged by the G20 as a major contributor to closing the infrastructure data gap.
The latest of these ventures is Scientific Portfolio (SP), which proudly carries ERI’s heritage and brings it to market today.
Executive Leadership
Benjamin Herzog is the Chief Executive Officer of Scientific Portfolio (an EDHEC Venture), where he leads the development of innovative fintech solutions aimed at transforming institutional investment decision-making. He has been with EDHEC since 2019, first as Director of Scientific Portfolio and briefly as Director with Scientific Beta, where he drove strategic partnerships and business development. Prior to that, he spent over 13 years at Société Générale Corporate and Investment Banking (SCIB), where he advanced from quantitative research to index structuring, ultimately serving as Head of Equity Quantitative Investment Strategies, developing and promoting systematic equity indices and smart beta strategies to institutional investors worldwide. Benjamin holds a Master of Science in Computer Science with a focus on Al from Columbia University and a postgraduate degree in Financial Engineering (El Karoui) from Pierre and Marie
Curie University.
Shahyar Safaee is a capital markets professional with two decades of experience across quantitative research, trading, fund management, structuring, and business development. He is currently Deputy CEO and Business Development Director at Scientific Portfolio (an EDHEC venture), where he leads strategy, partnerships, and commercial efforts. Before joining EDHEC’s ecosystem, he spent about 18 years at J.P. Morgan in London, Paris, and New York, holding senior roles in equities, derivatives, and financing, following earlier work in financial risk management at PwC. Trained as a financial engineer, Shahyar studied at the École des Mines de Saint-Etienne and earned a Master’s in Quantitative Finance from Université Claude Bernard Lyon 1. He also contributes to research and thought leadership in investment management, coauthoring publications on retirement investing, portfolio allocation, sustainable finance, and real estate investment funds.
EDHEC’s Ecosystem
EDHEC Business School
2001
EDHEC Business School creates the EDHEC Risk and Asset Management Research Centre (later renamed EDHEC-Risk Institute)
EDHEC Risk Institute
2012
EDHEC-Risk Institute launches ERI Scientific Beta
EDHEC Risk Institute
2016
EDHEC-Risk Institute launches EDHEC Infrastructure Institute
Scientific Beta
2019
Scientific Beta’s assets under indexation exceed $60bn
Singapore Stock Exchange
2020
The Singapore Stock Exchange (SGX) takes a majority stake in Scientific Beta alongside EDHEC
EDHECinfra
2021
EDHECinfra is acknowledged as a major contributor to closing the infrastructure data gap by the G20
EDHEC Risk-Institute
2022
EDHEC-Risk Institute becomes EDHEC-Risk Climate Impact Institute
Scientific Portfolio
2024
Scientific Portfolio, a new EDHEC venture, is launched to give investors the technology they need to independently analyze and construct their own equity portfolios
Scientific Climate Ratings
2025
Scientific Climate Ratings is a new venture born from EDHEC’s Climate Finance applied research ecosystem. It delivers forward-looking ratings that quantify the financial materiality of climate risks for infrastructure companies and investors worldwide.
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