Client requirement
 

• Conduct negative screening for portfolio companies aligned with client’s proprietary screening criteria covering business involvement and controversies

Execution highlights
 

• Deployed a dedicated ESG analyst with experience in ESG due diligence and risk assessment.
• The analyst supports the client for quarterly refresh of negative screening for portfolio companies (holding and new coverage) including detailed company assessments using both public disclosures and third-party data vendor data
• Assess companies’ performance against client’s screening framework and produce detailed summaries in changes from previous quarters for governance committee review
• Draft follow up reviews and response for queries from governance committee and investment teams
• Enhance screening criteria based on evolving trends
  

Impact
 

• Took complete ownership of the quarterly refresh on an end-to-end basis
• Periodic update of framework aligned with evolving sustainability trends
  

Questions

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