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Scientific Portfolio Technology for Equity Investors
Included Solutions
We provide investors with the technology to independently analyze and construct equity portfolios
Challenges We Help you Solve
There is a Lack of Clarity on Key Conceptual Questions
1. Still debating which risk system to choose, or how to configure it?
2. Defining and measuring climate risk remains a practical challenge
3. Conceptual alignment frameworks don’t translate into portfolio construction
4. ESG strategies lack coherence
5. Need to think long-term, but stuck in short-term data?
6. The Impact of ESG screening on the portfolio is a source of concern
Data Represents a Key Operational Challenge
1. Is data never where you need It, when you need it?
2. Creating an aggregate look-thru portfolio is operationally difficult
3. Climate risks and impact assessment are data intensive tasks
4. ESG screening is operationally complex
Analytics-Driven Decision Making is Operationally Difficult
1. Relying on someone else to update your analysis?
2. Want to simulate alternative portfolios, but dread the friction?
3. Legacy optimizers weren’t built for how decisions actually get made
Legacy Platforms Are Expensive to License and to Operate
1. Paying for a system that withholds the features you need?
2. The key pillars of portfolio construction are scattered across separate systems
3. High cost for the exploratory stage in the portfolio construction process
Inside Included Solutions
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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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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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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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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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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.
See How We Deliver Value
Create a New Project in your Secure Account and Add Instruments by:
Choose from Thousands of Funds, ETFs, Indices at your disposal
Upload Time Series and/or Compositions through an Intuitive Interface
Upload 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.
The Bridge Between Academic Rigor and Practical Portfolio Insights
Why Teams Choose Scientific Portfolio
Conceptual Clarity,
Built on Academic Rigor
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Built on Academic Rigor
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Born in EDHEC Ventures’ ecosystem designed to favor the transfer of academic know-how to the financial industry, with a clear risk system including modules for risk exposures, risk decomposition, risk budgeting, extreme risk assessment, and simulations developed according to academic standards; benefiting from the recent setup of the EDHEC Climate Institute and Cousin Venture Scientific Climate Ratings, both dedicated to the study and measurement of climate risks.
Decision Making Reinvented: Powerful yet Refreshingly Simple
All essentials in a single platform, including risk management, performance insights, ESG integration, and climate risks and alignment; register, sail through data prep, and get results instantly; aggregate all your portfolios, centralize required data, and compare apples to apples effortlessly; include beautiful and meaningful charts in your reports and presentations; and speak to human experts to get the help you need. human experts to get the help human experts to get the help
Institutional Power, Fraction of the Cost
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All key functionalities of legacy systems at a fraction of the cost, with aggressive and transparent pricing. a clear sustainability framework allowing to position ESG integration practices in the context of a holistic sustainable strategy; and a climate alignment framework providing a clear setup to build aligned portfolios, while offering flexibility to adapt to investor constraints.
A clear sustainability framework allowing to position ESG integration practices in
A clear sustainability framework allowing to position ESG integration practices in
Ready to take the next step?
Try it live or request a tailored demo to see how Scientific Portfolio can support your governance process.
Contact Us
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