Leverage Scientific Portfolio’s capabilities and follow along with a practical use case that is designed to extract meaningful insights for a specific investment objective. This documentation is exclusively available to platform users. Request access to the Scientific Portfolio platform now to get started.
See How We Deliver Value—One Use Case at a Time.
Manage the tradeoff between climate impact and financial objectives
Pursue a climate impact objective by first conducting an independent review of existing low carbon strategies and then showing how analytics can help infer insights by testing a customized low carbon portfolio that balances out extra-financial and financial considerations.
Detect and quantify transition risk in any investment strategy
Independently analyze the risks underpinning a traditional investment strategy such as a defensive mix of low volatility and high dividend. Identify an outsized exposure to climate transition risk and use our interactive analytics to identify insights on how to reduce the transition risk exposure.
Evaluate adherence to stated ESG objectives while uncovering unintended financial consequences
Review the stated objectives of an ESG index and use the Scientific Portfolio platform to independently assess whether the index fulfills its objectives. Uncover any unintended financial consequences resulting from the pursuit of extra-financial ESG objectives.
Go beyond backtested performance to analyze a factor-based strategy
Explain the ex-post performance and risk of smart beta investment strategies (both from an absolute perspective and relative to a cap-weighted benchmark) and independently assess their ex-ante risk-adjusted return potential.
Do No Harm, Preserve Investment Integrity
Assess sustainability through ESG screening templates that cover different levels of requirement. Customize ESG screening according to your investment policy, and measure the ex-post impact of excluding securities across risk management, performance, and climate dimensions. Minimize risk deviations attributable to ESG screening while maintaining the integrity of your investment approach.
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