Founded: 2024

Product: An independent, research-driven platform to analyse and construct equity portfolios from both financial and sustainability perspectives.

Overview: Scientific Portfolio is a new EDHEC (a French business school with campuses in Lille, Nice, and Paris, as well as in the UK and Singapore) venture incubated within the establishment’s research ecosystem. It is aimed at directly supporting actual investment decision-makers – among institutional investors, asset managers, and other ESG-focused investors – who will use it to analyse both existing portfolios and proposals for new investments. Its basic purpose is to present to ‘non-experts’ the most relevant and usable ESG information in the clearest and most concise format possible.

The platform aims to bridge the gap between investment professionals and the latest financial research. It thus offers investors the tools to construct more efficient portfolios, while helping them navigate complex trade-offs between financial and sustainability objectives.

The data used by Scientific Portfolio is acquired from a number of providers, the focus being, as much as possible, on acquiring raw data. By integrating quantitative risk and performance analytics with sustainability assessments, users can begin building personalised and efficient ESG investment strategies. Investors will also be able to use Scientific Portfolio to directly inform strategy adjustments.

The Scientific Portfolio ESG investment framework is independent, structured, and research-backed. It is based on a double-materiality approach. This involves managing both the financial risks induced by ESG criteria, and the impact of a portfolio on sustainable development.

Key features and benefits of the Scientific Portfolio platform:

• Analyse 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, integrating extra-financial datasets into traditional financial metrics.

The Scientific Portfolio development team covers a broad range of expertise and backgrounds including financial engineering, computer science, sustainable finance, and institutional risk management.

Clients: Institutional asset owners, portfolio managers, asset managers, climate/ESG-focused investors

Revenue: N/A

Active Regions: Europe, North America

Employees: 15

Funding/Ownership: EDHEC Venture

Elevator pitch: “Scientific Portfolio is an independent, research-driven platform developed within EDHEC Business School’s ecosystem. It integrates quantitative finance, climate risk and impact assessment, and ESG analytics into a single environment, enabling institutional investors to assess risk, performance, and sustainability in one framework. With advanced risk modelling and transparent methodologies, it enables investors to construct customised and efficient portfolios, balancing financial objectives and sustainability goals. While traditional tools are often developed by commercial providers of investment products and solutions, Scientific Portfolio provides a neutral approach that helps gain full control over the investment decision process.”

Website: https://scientificportfolio.com/

Email: [email protected]

Phone: +33 493 187 809

TMI view: An approachable and flexible platform enabling users to understand and create their own equity portfolios through manageable levels of independent extra-financial ESG data is a welcome addition to today’s investor toolkit.