Explore Crisil, a company of S&P GlobalFormerly known as Global Research & Risk Solutions
January 13, 2025
Case study
Case study
Supporting a Singapore-based asset owner for negative screening (AUM ~$700+bn)
January 13, 2025
Case study
Case study
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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
