TMI Feature | Independent ESG Portfolio Analysis on TapFeature | January 2025

Treasury Management International (TMI) recently featured Scientific Portfolio in its article “The Appliance of Science,” exploring how the company’s newly launched platform enables investors to analyse both financial performance and ESG and climate characteristics of their equity portfolios through an independent, academically rigorous framework.

The feature explores how Scientific Portfolio, an EDHEC Business School venture, delivers neutral, research-driven insights to help institutional investors and asset managers analyse the financial, ESG, and climate characteristics of their portfolios.

“Our purpose is to present the most relevant and usable information in the clearest and most concise format possible”
— Benjamin Herzog, Chief Executive Officer, Scientific Portfolio

TMI highlights that as ESG and climate-related data become increasingly important to investment policy, there remains a growing need for objectivity and accessibility. Scientific Portfolio addresses this by focusing on a select number of meaningful metrics, avoiding unnecessary complexity while maintaining analytical depth. Designed with the “non-expert” decision-maker in mind, the platform allows users to screen, compare, and interpret ESG and climate impacts without requiring a dedicated quant or risk team.

Drawing on EDHEC’s academic expertise, the platform introduces a new framework to simplify ESG screening based on the UN Sustainable Development Goals (SDGs). Users can apply predefined or custom “screens” from comprehensive SDG coverage to minimal consensus filters enabling them to align their portfolios with their own priorities and policies. The article also underscores Scientific Portfolio’s independent stance in a market dominated by large data aggregators. By sourcing raw datasets and applying its own analytical models, the company ensures transparency and impartiality.

“You don’t need a million metrics and data points to make a good decision”
— Benjamin Herzog, Chief Executive Officer, Scientific Portfolio

With the capacity to assess climate-transition risks, sectoral impacts, and portfolio efficiency, Scientific Portfolio supports institutional investors and asset managers in comparing funds, understanding tracking error, and evaluating the real-world implications of ESG strategies.

By combining academic precision with practical accessibility, the platform empowers investors to directly inform their portfolio strategies — bridging the gap between sustainability ambitions and measurable financial outcomes.

Read the full article on Treasury Management International:
👉 The Appliance of Science — TMI Feature