Portfolio Audits Services

Portfolio audits help you to quickly assess the natural capital implications of investment portfolios though the traditional lens of portfolio attribution analysis. Our portfolio audits provide a comprehensive understanding of natural capital risk and opportunity at portfolio level or across consolidated holdings – including comparison to appropriate benchmarks to explain the effect of stock selection and sector allocation decisions. They support you in evaluating unanticipated bias to natural capital risk, highlight engagement issues – and help you meet increasing environmental reporting requirements, including UN PRI, CDP, GHG Protocol, investment mandates and stakeholder reporting.