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For risk, credit and sustainability teams at asset owners, asset managers and lenders

Focus your risk review on what needs attention.

Assess companies, borrowers and portfolios against your own risk or climate framework. Get a clear view of the evidence, uncertainties and questions that need specialist attention before your next review.

Discuss your project

The pressure on your team

The framework is agreed. Applying it across the book is the work.

Gathering disclosures and mapping them to a framework can absorb the specialists needed to interpret them. We handle the research and initial assessment, so your team can focus on exposure, uncertainties and follow-up.

  • Specialist time absorbed by gathering and mapping disclosures, issuer by issuer.
  • Ratings that need the evidence and the gaps beside them before a committee will accept them.
  • Open uncertainties that need specialist review before the committee discussion.

What your team receives

Work you can take into the room.

Assess holdings against your risk framework

A company, asset or portfolio assessed against your own risk or climate framework, with the scenarios and evidence gaps stated and the questions for specialist review identified.

Understand one issuer or borrower before the committee

A brief you can read in one sitting, or a deep dive with the peer set and evidence appendix, with unverified figures flagged rather than filled in.

See where industry, supply-chain or policy shifts change the exposure

An industry assessment or dependency map with the implications for your book, and where a specialist should look next.

Anonymised engagements

Research used in real work.

Anonymised examples of delivered research—not measured financial outcomes.

Portfolio-wide

Source-linked ESG, climate, and risk screening across an institutional investor's portfolio — issuer by issuer.

Macro → issuer

Repeatable decarbonization and physical-risk screening across a portfolio, every rating source-linked.

Borrower-level

Outside-in, source-linked value scans across a direct lender's loan book — built without internal borrower data.

How we work together

Your method. Our platform and analysts.

  1. 01

    Frame the question

    Together, we agree the decision, research scope, inputs and what a useful answer looks like.

  2. 02

    Build the evidence

    Our platform structures company and industry research around your criteria, peer set and permitted sources.

  3. 03

    Explain what matters

    Our analysts challenge the findings, check the peer set and calculations, and flag anything unverified before the brief reaches your review.

Start with one question

Bring us one framework and the issuers to assess. Get back a reviewed assessment.

Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.

Discuss your project