EDHEC venture Scientific Portfolio has unveiled a new platform enabling investors to independently analyse the environmental, social and governance (ESG) characteristics of equity portfolios alongside related risk factors.
The tool addresses increasing industry demand for customised ESG and climate-focused portfolio management, responding to a rising need for autonomy among institutional asset owners and wealth managers.
“Among institutional asset owners and wealth managers, there is a growing need to assume full control of their investment policy and an exponential demand for customisation linked to the advent of ESG and low-carbon and sustainable investing,” Scientific Portfolio CEO Benjamin Herzog said.
“At the same time, asset managers and investment solutions providers lack comprehensive tools to nourish an informed dialogue with their clients. Scientific Portfolio is ready to finally deliver all of equity portfolio science in one single platform.”
As a venture of global business school EDHEC, Scientific Portfolio integrates academic precision with practical functionality, delivering a neutral technology solution for robust portfolio analysis and construction. Key platform features include:
- Forward-looking risk and performance analysis beyond historical returns.
- Assessment of climate and sustainability impacts, including trade-offs with financial goals.
- Tools to detect risk concentrations and evaluate factor exposures for improved resilience.
- Climate risk integration, merging extra-financial datasets with traditional financial metrics.
The platform positions itself as a comprehensive resource for ESG-aligned and resilient investment strategies, empowering investors to take control in an evolving financial landscape.
About Scientific Portfolio
Scientific Portfolio is the latest commercial venture nurtured within EDHEC Business School, one of the world’s leading business schools. Built on EDHEC’s robust research ecosystem, Scientific Portfolio brings together a team with expertise spanning financial engineering, computer science, sustainable and climate finance and institutional portfolio and risk management.
The venture proudly upholds EDHEC’s academic legacy, equipping investors with technology to independently construct and analyse equity portfolios from both financial and extra-financial perspectives.
Scientific Portfolio’s platform delivers three core value propositions for investors:
- Enhanced portfolio analysis and actionable insights: The platform empowers investors to analyse equity portfolios with tools to derive actionable insights and refine allocations. Scientific Portfolio views analysis as a pathway to building portfolios that are more efficient and better aligned with specific investment goals.
- Integrated financial and ESG framework: The platform offers an inclusive approach, where financial metrics and environmental, social and governance (ESG) considerations are seamlessly incorporated into analysis and portfolio construction. This integration is increasingly vital as investors prioritise ESG-related insights in allocation decisions.
- Comprehensive Knowledge Centre: Scientific Portfolio provides a dedicated Knowledge Centre, catering to investors of all experience levels and offering guidance throughout the portfolio analysis and construction process. This feature underscores the company’s commitment to bridging the gap between academia and investors, connecting its users with EDHEC’s academic expertise.