Explore Crisil, a company of S&P Global

Formerly known as Global Research & Risk Solutions

  • Crisil Integral IQ
  • Asset Manager
January 13, 2025 Content Type Case study

Supporting a Singapore-based asset owner for negative screening (AUM ~$700+bn)

January 13, 2025 Content Type Case study

 

 

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

 

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