Portfolio Assessment

Institutional and retail investors are becoming increasingly aware of the potential risk and value impact of environmental, social, and governance (ESG) factors, and their potential effect on an investment profile. A common motivation for integrating ESG into the investment process is to actively manage key factors that are believed to be important drivers of risk and return.

However, it remains a challenge to effectively evaluate a portfolio’s ESG risks and assess how ESG factors are integrated into the investment process.

CSSP is your partner of choice to assess investments in terms of ESG, Carbon or Governance issues.

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ESG Review
 

Analysis of a fund’s or portfolio’s ESG profile.

Carbon Review
 

Analysis of a fund’s or portfolio’s Carbon profile.

Fund Manager Review

Analysis of the investment manager profile.

Governance QuickScore

Analysis of a fund’s or portfolio’s Governance profile.

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