Weighted-average provider scores and screening-rule exclusions, with LLM analysis for unscored names.
ESG aggregates third-party provider scores into weighted-average portfolio ratings and enforces exclusion screens against the mandate. For positions lacking third-party coverage, the LLM analyzes sustainability reports and issuer disclosures to produce a defensible internal rating — keeping the portfolio ESG-measurable even on less-covered names.
2 reports in this category. Every cell is clickable to the source row.
What is my portfolio's weighted ESG score — and which holdings are pulling it up or down?
Weighted-average ESG score at portfolio, strategy, and sleeve level, rolled up from issuer-level scores across multiple providers. Clickable to the contributing positions so you see where rating improvements would matter most. Supports provider blends and custom weighting.
Which holdings would breach the ESG mandate, and by what margin?
Enforces the mandate's exclusion screens (controversial weapons, tobacco, thermal coal, revenue-threshold filters) and values-based overlays. Pre-trade check blocks new positions that would breach; monitoring catches drift in existing ones.