Portfolio Screening

Understand which entities in your portfolio present a material risk.

  • Benefit from portfolio screenings tailored to your criteria
  • Identify clients or investments that do not meet relevant standards
  • Develop assessment, engagement, and exclusion strategies
  • Mitigate risk and prioritize necessary action

Tailored to you

All reports are 100 percent tailored to your institution’s criteria and risk appetite as well as to your objectives.



Know what to consider

We work with you to define criteria that are in line with international and national standards, and determine your own unique tolerance to risk.

See what requires attention take action

We screen client portfolios as well as equity and debt portfolios consisting of both listed and non-listed entities. Once high-risk positions have been identified, appropriate action can be taken. We provide advice regarding engagement and exclusion strategies at the level of individual companies or entire portfolios.

We have more than 15 years of experience in helping businesses manage environmental and human rights risks in their relationships with other companies (e.g. in loan or investment portfolios).

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