Screen the whole portfolio — issuer by issuer, every rating source-linked.
Repeatable ESG, climate, and reputational-risk screening across your holdings, plus issuer-level deep dives — built to defend to your board, beneficiaries, and regulators.
The work
The work we do for your team.
Portfolio-wide risk screening
Repeatable ESG, climate, and reputational-risk screening across every holding, refreshed on a cadence.
Issuer-level deep dives
Source-linked deep dives on flagged issuers — the evidence behind every rating.
Climate & transition risk
Physical and transition risk and decarbonization screening from macro to issuer.
Manager & mandate diligence
Source-linked diligence on external managers and mandates before you allocate.
Stewardship & engagement support
Evidence packs for engagement, voting, and stewardship decisions.
Recurring portfolio monitoring
A standing watch across the book for new risks, every flag traced to its source.
What you’ll get
Artifacts your team can defend.
Risk rating
Issuer-level ESG, climate, and risk ratings, every claim source-linked.
Portfolio screen
A repeatable screen across the whole book, with the evidence behind each flag.
Stewardship pack
Evidence packs for engagement, voting, and board reporting.
Source appendix
Every rating traced to the filing, disclosure, or document behind it.
From the work
Portfolio-wide
Source-linked ESG, climate, and risk screening across an institutional investor's portfolio — issuer by issuer.
Used by teams like
One source-to-decision workflow behind every artifact.
Ingest → source map → claim engine → validation → reviewer loop → cited artifact → audit trail. Every material claim is traceable.
Bring one workflow. Review one defensible output.
Start with a contained pilot on your own sources and methodology — and see whether the reasoning layer is strong enough for the work you have to defend.