Comparison
Mandate screening note
A focused ESG factor screen of candidate listed companies against your house factors before allocation or exclusion.
Who this is for
Portfolio construction and compliance teams that already maintain house ESG factors and need a human reading of how candidate listed companies sit against those factors before money moves.
What you receive
A screening note that maps each candidate to your factor list, flags conflicts with exclusions, and separates hard fails from items that need a deeper peer comparison later.
Included
- Up to ten candidate listed companies
- Mapping against your supplied house factors
- Short rationale for pass, watch, or exclude
- Referral note when a full peer comparison is warranted
Excluded
- Designing your house factor policy from scratch
- Continuous screening of a live universe
- Private placements or unlisted instruments
Pricing basis
Fees start at £1,800 for a compact candidate list. Larger lists or factors requiring specialist sector reading are quoted separately.
Next step
Share your house factor list and candidates. We confirm coverage and turnaround before starting.
Commission this comparison
Share your peer set and decision date. We confirm feasibility and a fee range before any work begins.