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Capability 05 · Monitor

What changed since the last review?

Monitor it on a cadence, which surfaces the next target. Quarterly reads against the baseline show what moved, and those signals start the next search.

You getQuarterly monitoring read, prepared by our analysts on our own platform.

Discuss your projectSee what you receive ↓

What you get, and what you provide

Quarterly monitoring read.

Focus your portfolio review on what changed and where to look closer. Discuss a comparison against your baseline, with sources, evidence gaps and follow-up priorities.

Who it is for
Research and portfolio teams at asset owners and asset managers with a review cycle and a rubric.
What you get
A scoped comparison against an agreed baseline, with sources, evidence gaps and follow-up questions. We agree coverage and cadence before work starts.
Format
Document and spreadsheet.
Scope and timing
Scope, formats and delivery dates agreed before work starts.
What you provide
The holdings, your rubric, the decisions the review serves, permitted inputs.
Refresh
Coverage and review cadence agreed for the engagement.

Compare the current evidence with your dated baseline. See which holdings have changed, the sources behind each finding and the questions worth investigating next. Scope and review cadence are agreed for your portfolio.

Your baseline
An agreed starting point for comparisons, with coverage and review cadence scoped for your portfolio.
What changed
Changes in the evidence, with sources and confidence levels.
Where to focus
Holdings and open questions that warrant deeper investigation.

How we run it

  1. 01You

    Choose the holdings and the decisions the review serves.

  2. 02Together

    Build and approve a dated baseline.

  3. 03The comparison

    Compares dated evidence against the agreed baseline.

  4. 04Our analysts

    Assess changes, challenge the evidence and identify follow-up priorities.

  5. 05You

    Act, or commission a deeper diagnostic.

Scope boundaries

The engagement covers research and analysis. The following are outside this work:

  • Live alerts.
  • Complete private-company coverage.
  • Automatic investment decisions.

Start with a pilot

One question, one bounded piece of work.

Your question
One live question, with the decision it serves.
Your inputs
Your list and your rubric, or a starting set we agree with you.
What comes back
A reviewed answer with a point of view: a ranked shortlist, a brief or a benchmark.
The evidence
A source appendix, with anything unverified flagged.

Scope, format and delivery date are agreed before work starts. If the pilot earns its place, it becomes a recurring engagement on your calendar.

Discuss your project

Anonymized engagements

A typical engagement.

Anonymized examples of delivered research—not measured financial outcomes.

Portfolio-wide

An institutional investor

The question
Which issuers across the portfolio need a closer look?
What we delivered
Source-linked ESG, climate, and risk screening across an institutional investor's portfolio — issuer by issuer.

Your context

Research for your team.

Investors and owners →Risk teams →

Start with one question

Bring us your holdings and the questions behind your next review.

Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.

Discuss your project