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Self-register today or contact us to see how it strengthens your investment process.
ESG Integration
Do No Harm, Preserve Investment Integrity
Finally, all of equity portfolio scienceanalyticsinsights delivered into one single platform.
Key Value Drivers of the Scientific Portfolio Platform
Assess sustainability with ESG screening templates for different requirement levels. Integrate the ESG dimensions into portfolio analysis with consistency and transparency.
Customize ESG screening per your investment policy.
Measure the ex-post impact of excluding securities across risk, performance, and climate dimensions. Evaluate trade-offs to align portfolios with ESG objectives while maintaining transparency.
Minimize Risk Deviations imputable to ESG Screening.
Challenges We Help You Solve
Creating an Aggregate Look-Thru Portfolio is Operationally Difficult
Investors often rely on multi-layered vehicles (funds, ETFs, mandates) yet meaningful climate analysis requires a flattened, look-through view of actual holdings. Compiling such a portfolio dynamically, with consistent treatment of overlapping positions and incomplete data, is technically demanding and rarely seamless. We automate this process, delivering a coherent analytical foundation across your total portfolio.
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ESG Strategies
Lack Coherence
Lack Coherence
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The proliferation of ESG approaches, from exclusions and scoring to thematic and impact strategies, has created confusion rather than clarity. Many asset managers have scaled or withdrawn ESG offerings, unable to define a consistent strategy.
We help you refocus on fundamentals with a clear exclusions-based framework that can be communicated and defended across stakeholders.
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The proliferation of ESG approaches, from exclusions and scoring to thematic and impact strategies, has created confusion rather than clarity. Many asset managers have scaled or withdrawn ESG offerings, unable to define a consistent strategy.
We help you refocus on fundamentals with a clear exclusions-based framework that can be communicated and defended across stakeholders.
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ESG Screening Is Operationally Complex
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While exclusions are the most accepted ESG strategy, they still pose practical challenges. Screens rely on broad criteria and large data volumes that are difficult to manage. The ESG data landscape remains unstable, with frequent changes in coverage, methodology, and regulation. We help you navigate this growing complexity with structured, flexible screening tools aligned with real-world policy needs.
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Impact of ESG Screening on the Portfolio Is a Source of Concern
Applying exclusions without understanding effects can lead to unintended consequences (shifts in risk profile, loss of diversification, or performance drift). ESG screening should not be a blind filter. Our platform provides real-time feedback on how each exclusion affects your portfolio across risk, performance, and climate dimensions, so you can make adjustments while aligned with your objectives.
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Ready to Take the Next Step?
Experience the Scientific Portfolio Platform firsthand — self-register today or request a tailored demo to see how it strengthens your investment process.
Getting Started With the Scientific Portfolio Platform
Create a New Project in your Secure Account and Add Instruments by
Choosing from thousands of funds, ETFs, indices at your disposal. Uploading time series and/or compositions through an intuitive interface.
Create Portfolios, Create or Generate Peer Groups, and Get Results Instantly
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.
Compare Portfolios to Benchmarks and Peer Groups
Rank portfolios against a broad regional universe of live instruments, modify portfolios and compare before and after.
Turning Academic Rigor Into Measurable Portfolio Insights
Summary of Functionalities
Investment Philosophy
From Framework to Function: Inside the Platform’s Core Features
Structured Screening
Templates
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Templates
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Access ready-made ESG screening frameworks, including baseline, PAB-aligned, and SDG-driven templates designed for diverse strategies. Each template is customizable to align with your investment policy, providing both flexibility and regulatory compliance.
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ESG Integration, Risk Management & Climate, Unified..
Screen portfolios and evaluate impacts across ESG, risk, and climate dimensions in a single, unified platform. Eliminate the need to switch between tools or reconcile fragmented datasets, gaining greater clarity, efficiency, and confidence in every analysis.
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Measure Consequences in Real Time
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Understand how exclusions impact factor exposures, tracking error, diversification, and climate alignment in real time before making portfolio changes. Our platform delivers instant insights into risks and outcomes, giving investors clarity, control, and confidence to make better decisions.
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Why Teams Choose Scientific Portfolio?
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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