Scientific Portfolio (an EDHEC Venture) launched a platform that offers investors a neutral, independent technology solution for portfolio analysis and construction. Investors can take full control of their equity portfolios by accessing a comprehensive framework that combines financial risk and performance metrics with sustainability and climate considerations.
Benjamin Herzog, CEO of Scientific Portfolio, said in a statement: “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 customization linked to the advent of ESG and low-carbon and sustainable investing. 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.”
Key features:
- Analyze risk and performance using forward-looking insights that go beyond past returns.
- Evaluate climate and sustainability impacts as part of the investment decision process and identify trade-offs with competing financial objectives.
- Detect risk concentrations and assess factor exposures to enhance portfolio resilience.
- Incorporate climate risk into portfolio analysis, seamlessly integrating the insights of extra-financial datasets into traditional financial metrics.