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You are here: Home / Services / Paid Services / ESG Funds & Portfolios Screening Services

ESG & Controversies Portfolio Screening

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Search.png ESG Fund Screening
More data, more context

Based on the fund’s portfolio holdings the methodology enables investors to break down the individual share and impact of a fund’s underlying company's ESG Company Assessments respectively Ratings. Consequently, the entire ESG and Controversies factors of a fund’s portfolio can be calculated.

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The ESG screening results feature a standardized report. It offers in-depth analysis on the ESG & Controversies risks of funds’ holdings respectively portfolios as well as peer group comparisons. The reports are supported by a data-driven and easy-to-interpret visual analysis of a fund’s or portfolio’s ESG profile. It shows the distribution respectively classifications of the underlying companies with regards to the ESG-score and therefore identifies ESG & Controversies investment risks and opportunities not always captured by conventional analysis.

Interested in a preview? - Click here for a sample full report
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Upload.png ESG Portfolio Screening
Avoid ESG-related investment risks and make better decisions

In addition to the screening on the product (fund) level, yourSRI is able to screen the ESG factor of individual portfolios for asset managers, banks, insurance companies, institutional investors and other asset owners. Simply upload your portfolio and within minutes it provides you with a detailed overview of the ESG factors of your investments.

The portfolio screening works best with full holdings based on equity portfolios. However, in contrast to other service providers, thanks to our unique system and issuer linkage tool the analytics is also able to analyse corporate and sovereign fixed income portfolios.

Like the ESG Fund Screening, the ESG Portfolio Assessment results feature a standardized report. The reports are supported by a data-driven and easy-to-interpret visual analysis of the portfolio’s ESG profile including the distribution respectively classifications of the underlying companies.

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Interested in a preview? - Click here for a sample full report
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More information

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