Chief Investment Officers

Clarity to Decide, Confidence to Defend

Two business professionals, one older and one younger, are sitting in a conference room having a serious discussion. They are both looking at the younger man's tablet. The older man has a thoughtful expression on his face, while the younger man is looking at him intently.

From Data to Conviction: Independent equity analytics to analyze, stress-test, and construct portfolios—without a quant team.

YOUR MISSIONCIOs are responsible for the most critical investment decisions, from high-level allocation to manager oversight and policy implementation. You don’t need another technical report; you need clarity, the ability to interrogate assumptions, test alternatives, and form a conviction that can be explained to boards, teams, and stakeholders. CIOs benefit from the full span of our platform: Risk Management, Performance Insights, Climate Risks and Impact, ESG Integration and Portfolio Construction. All of this is delivered in a platform that’s transparent, fast, and easy to use, no black boxes, no complex setup.

What You Can Do with Scientific PortfolioScientific Portfolio gives you independent access to the analytics needed to challenge assumptions, validate recommendations, and form your own conviction

Provide Feedback, Independently

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View portfolio exposures, risk breakdowns, Climate and ESG characteristics directly, and provide constructive feedback to your managers...

Test Strategic Ideas Before Acting
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Simulate allocation shifts, exclusions, or climate alignment adjustments to see their impact.
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Strengthen Oversight Without the Noise

Focus on the signal: high-level drivers, scenario sensitivity, and policy fit and avoid configuration debates or data wrangling...

Support Policy and Governance Processes

Back your recommendations with transparent, academically grounded analytics that boards and committees can trust...
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What You Get Access To

Cover the Standards of Risk Management with Confidence

Gain clear understanding of your exposures to factor risks, sector risks, and macroeconomic risks. Identify the drivers of specific risks, measure diversification, and enable effective risk budgeting. Leverage advanced statistics to measure extreme risks, and use scenario analysis to evaluate extreme macro and climate risks with precision.

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Explain Performance through the Right Lens

Attribute performance using a fundamental factor model, a sector factor model, or a currency factor model. Identify the drivers of unexplained performance and measure alpha within a robust and flexible framework. Put realized sample returns in perspective with what-if analysis, and project beyond the sample through long-term multi-factor simulations for deeper insights.

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Put Analytics and Optimization into a Virtuous Feedback Loop where Insight Drives Allocation

Assess any starting portfolio through our risk management, ESG integration, and climate solutions. Define results-driven objectives and identify feasible constraints based on independent analysis. Experiment with the feedback loop between live analysis and portfolio construction, and intuitively explore the interactions between objectives and constraints. Validate your results against investment guidelines including risk budgeting, extreme risks, climate risks, ESG integration, and climate alignment, and simulate your outcomes out of sample through scenario analysis.

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Bring Clarity to Climate Exposure, Risk, and Alignment

By knowing your exposure to the transition risk factor and your allocation to brown stocks: two complementary measures of climate risk. Quantify potential losses attributable to the climate transition through scenario analysis, and measure the carbon emissions your portfolio is accountable for while attributing the differences relative to its benchmark. Assess the alignment of your portfolio with climate objectives through scenario analysis that considers emissions trajectories and green revenues.

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Do No Harm, Preserve Investment Integrity

Assess sustainability through ESG screening templates that cover different levels of requirement. Customize ESG screening according to your investment policy, and measure the ex-post impact of excluding securities across risk management, performance, and climate dimensions. Minimize risk deviations attributable to ESG screening while maintaining the integrity of your investment approach.

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Getting Started With the Scientific Portfolio Platform

Create a New Project in your Secure Account and Add Instruments by

Choosing from thousands of funds, ETFs, indices at your disposal. Uploading time series and/or compositions through an intuitive interface.

Create Portfolios, Create or Generate Peer Groups, and Get Results Instantly

Start analyzing your portfolios instantly across risk, performance, climate, and ESG dimensions. Harness the power of analytics to drive risk/return efficiency, control sustainable impact, and align with climate objectives.

Compare Portfolios to Benchmarks and Peer Groups

Rank portfolios against a broad regional universe of live instruments, modify portfolios and compare before and after.

Turning Academic Rigor Into Measurable Portfolio Insights

Summary of Functionalities

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Investment Philosophy

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Request Access to the Scientific Portfolio Platform

We’ll review your request within 24-48 hours. No credit card required.

Once subscribed to the free version, set your password, and you’re in.

Start analyzing your portfolios instantly across Risk, Performance, Climate, and ESG dimensions.

Harness the power of analytics to drive risk/return efficiency, control sustainable impact, and align with climate objectives.

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