01 | CORE WORKFLOW
From document upload to investment-ready decision.
A tailored ESG risk materiality framework drives every assessment — built for all portfolio exposure, including non-index credit issuers and micro caps.
Everything you need, per issuer and across the portfolio.
Rating page — live ESG Risk rating per issuer, fully broken down
Historic research library — searchable and filterable by company
Portfolio overview — select and aggregate ESG data across holdings, by date
Excel export — holding and portfolio-level download for reporting
PDF output — structured ESG risk report per company
For Portfolio managers, PE managers, AM compliance
Built for SFDR — not retrofitted.
Every ESG risk rating comes with a full assessment text, rating rationale, and underlying data points — drillable to the smallest detail.
SFDR-aligned output
Designed to satisfy fiduciary duty and regulatory ESG risk integration requirements from day one.
Full audit trail per issuer
Every rating includes the assessment text and reasoning behind it — never just a number.
Industry-specific materiality
Risk frameworks built per type of activity, not a generic ESG risk exposure per company.
Defensible documentation
Every risk rating back to its source data. Drill down from rating to rationale to the smallest underlying data point.
04 | SCALE + CUSTOMISATION
Standard where you need speed. Tailored where you need depth.
One materiality-based framework. Two ways to apply it.
Feature you need
INTEL
Global coverage
Materiality-based risk assessment
Standard research process
Tailored research process
Multi-user / permissions
API access at scale