24 September 2024: CES Portfolio Monitoring, Custom Portfolio Uploads

Portfolio Monitoring: Controversy Exposure Score

The Controversy Exposure Score (CES) is now available in the ESG portfolio monitoring dashboard. Portfolio companies ranked in descending order based on CES. It’s an easy way to benchmark a company against its peers and to identify high-risk entities. The CES ranking is available for all portfolios, including custom portfolios.

Custom Portfolio Batch Uploads

It’s easier than ever to create custom portfolios. Simply upload a .csv file with the name, ISIN, ticker, or FIGI for each company you’d like to add. We've included a template file to help you get started. After the import is processed, a report will show which entities were successfully imported, which were flagged as duplicates, and which were not found in the user's universe(s) or SESAMm's standard coverage. Users can only add entities they have access to.

ESG Heatmap Updates

We've updated the colors of the ESG heatmap to be more intuitive, ranging from yellow to red (low to high risk).

Check out the video below for a quick demo or log in to see these new features in action.