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Portfolio change reports

Understand what changed before your next portfolio review.

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.

Delivered by 15Rock’s research platform and expert analysts.

Discuss your projectSee what you receive ↓

The engagement

What you get, and what you provide.

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.

Inside the output

How the output shows its work.

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.

From question to review

How we run it.

  1. 01

    You

    Choose the holdings and the decisions the review serves.

  2. 02

    Together

    Build and approve a dated baseline.

  3. 03

    The comparison

    Compares dated evidence against the agreed baseline.

  4. 04

    Our analysts

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

  5. 05

    You

    Act, or commission a deeper diagnostic.

Anonymised engagements

Research used in real work.

Anonymised examples of delivered research—not measured financial outcomes.

Portfolio-wide

Source-linked ESG, climate, and risk screening across an institutional investor's portfolio — issuer by issuer.

Scope boundaries

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

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

Your context

Research for your team.

Investors →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