Scientific Portfolio Launches New Platform Empowering Investors to Independently Analyse the ESG Characteristics of Equity Portfolios and their Risk Consequences

London, Nice, Paris, Singapore – 13 November 2024

Scientific Portfolio (an EDHEC Venture) is pleased to announce the arrival of a tool that finally answers key questions from the investment industry, involving an independent analysis of portfolios’ ESG and climate characteristics or the risks associated.

As a venture incubated by EDHEC, one of the leading business schools in the world, Scientific Portfolio proudly carries the EDHEC heritage of combining academic rigor with practical solutions for the investment community. The platform offers investors a neutral, independent technology solution for portfolio analysis and construction. Investors can now take full control of their equity portfolios by accessing a comprehensive framework that combines financial risk and performance metrics with sustainability and climate considerations.

Key features and benefits of the Scientific Portfolio platform:

• Analyse risk and performance using forward-looking insights that go beyond past returns.
• Evaluate climate and sustainability impacts as part of the investment decision process and identify trade-offs with competing financial objectives.
• Detect risk concentrations and assess factor exposures to enhance portfolio resilience.
• Incorporate climate risk into portfolio analysis, seamlessly integrating the insights of extra-financial datasets into traditional financial metrics.

About Scientific Portfolio

Scientific Portfolio is the latest commercial venture incubated within the research ecosystem of EDHEC Business School (EDHEC), one of the world’s leading business schools. Scientific Portfolio has 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. It proudly carries EDHEC’s impactful academic heritage and aspires to provide investors with the technology they need to independently analyse and construct equity portfolios from both a financial and extra-financial perspective.

To achieve this, it offers investors three sources of value through its portfolio analysis & construction platform:

• Helping investors to analyse their equity portfolios, identify actionable insights and enhance portfolios with allocation functionalities. Indeed, Scientific Portfolio likes to promote portfolio analysis as a means to the concrete goal of building portfolios that are both more efficient and better aligned with their investment objectives.
• Providing 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.
• Giving 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 Scientific Portfolio’s commitment to remaining connected with its academic roots and bridging the gap between investors and academia.

Commenting on the launch of this innovative platform designed to empower investors with the
technology they need to independently analyse and construct their equity portfolios, Benjamin
Herzog, CEO, Scientific Portfolio, said, “Among institutional asset owners and wealth managers, there is a growing need to assume full control of their investment policy and an exponential demand for customization linked to the advent of ESG and low-carbon and sustainable investing. At the same time, asset managers and investment solutions providers lack comprehensive tools to nourish an informed dialogue with their clients. Scientific Portfolio is ready to finally deliver all of equity portfolio science in one single platform”