ESG Intelligence built to see the portfolio, not just the position.
SYNE aggregates ESG, Sustainability, Carbon and Supplier Ratings across an entire portfolio into one continuously updated view - exposure, controversies, thematic tilts and benchmark comparisons in a single dashboard, refreshed as the underlying ratings change.
From a single holding to a whole book of business.
SYNE's ESG Intelligence combines portfolio aggregation, exposure analysis, thematic screening and regulatory reporting into one continuously updated platform - built for teams who manage exposure across many holdings, not just one rated entity.
Portfolio Aggregation
Roll every holding's ESG, Sustainability, Carbon and Supplier Rating up into one weighted portfolio-level view.
Exposure & Look-Through Analysis
See through fund-of-fund and multi-asset structures to the underlying rated exposure at every level.
Thematic & Sector Screening
Screen and tilt portfolios by theme - climate, human rights, biodiversity - or by sector and geography.
Controversy & Alert Monitoring
Real-time alerts when a holding's rating changes, or a controversy is flagged against it.
Benchmark & Peer Comparison
Compare portfolio positioning directly against the SYNE Index, a chosen sector, or a custom peer set.
Client & Regulatory Reporting
Generate SFDR, TCFD and CSRD-aligned portfolio reports directly from the underlying rating data.
Four stages, from raw ratings to a client-ready report.
Every portfolio moves through the same four stages - Aggregate, Analyse Exposure, Screen & Alert, and Report - turning individually rated holdings into a single, continuously updated portfolio view.
Aggregation
Rolling individually rated holdings up into one weighted portfolio score.
- Multi-Product Rating Roll-Up
- Weighted Portfolio Scoring
- Historical Score Trending
- Cross-Product Normalisation (via the SYNE Index)
Exposure
Understanding where a portfolio's rated exposure actually sits.
- Look-Through to Underlying Holdings
- Fund-of-Fund & Multi-Asset Mapping
- Sector & Geography Exposure
- Concentration Risk Flagging
Screening & Alerts
Applying thematic and exclusionary criteria, and flagging changes as they happen.
- Thematic Screening (Climate, Human Rights, Biodiversity)
- Exclusionary Screening
- Best-in-Class Tilting
- Custom Taxonomy Mapping
Reporting
Turning the analysis into outputs that satisfy clients and regulators alike.
- SFDR Article 8/9 Reporting
- TCFD & CSRD-Aligned Outputs
- Client & LP Reporting Packs
- Regulatory Filing Support
From individual ratings to a continuously updated dashboard.
ESG Intelligence is delivered as a live platform, not a static report - the portfolio view updates as soon as an underlying rating changes.
Connect Your Holdings
Map portfolio holdings to SYNE's rated universe across ESG, Sustainability, Carbon and Supplier Ratings.
Exposure & Benchmarking
See look-through exposure, sector and geography concentration, and positioning against the SYNE Index.
Thematic Tilts & Monitoring
Apply thematic or exclusionary screens, and receive alerts the moment a holding's rating or status changes.
Client & Regulatory Outputs
Generate SFDR, TCFD and CSRD-aligned reports directly from the same underlying portfolio data.
Built for anyone accountable for a book, not a single position.
A single rating tells you about one holding. ESG Intelligence tells you what your entire book actually looks like once every holding is added up.
Asset Managers & Fund Managers
Monitor fund-level ESG exposure and screen against thematic mandates in real time.
Asset Owners & Pension Funds
Oversee external managers' ESG exposure against a consistent, independent benchmark.
Wealth Managers & Advisors
Show clients a clear, aggregated ESG picture across a multi-holding investment portfolio.
Insurers & Investment Portfolios
Track ESG and controversy exposure across the investment side of the balance sheet.
Private Equity Firms
Monitor ESG performance and controversy exposure consistently across every portfolio company.
Consultants & Fiduciaries
Evidence fiduciary due diligence with a documented, continuously updated portfolio ESG record.
A portfolio's ESG risk isn't the average of its ratings - it's the shape of its exposure.
A strong average score can still hide a handful of severely lagging holdings, a concentrated sector exposure, or a controversy building in a fund-of-fund structure three layers down. None of that is visible from individual ratings reviewed one at a time - it only shows up once the whole portfolio is aggregated and monitored continuously.
Why an average score hides risk
A strong weighted average can mask a small number of severely lagging holdings that a position-by-position review would catch immediately.
What it means for asset owners
Continuous monitoring, not a quarterly snapshot, is what fiduciary due diligence increasingly expects from anyone overseeing external managers.
What it means for SFDR & CSRD
Portfolio-level disclosure regimes require aggregated, auditable figures - not a manual roll-up of individual PDF reports.
What the intelligence actually tells you
The shape of a portfolio's ESG exposure - concentration, trend and controversy risk - not just its average grade.
What separates SYNE ESG Intelligence from a spreadsheet roll-up.
Four principles run through every portfolio view, from a single fund to a multi-billion-dollar mandate.
Built on independent ratings
Every score aggregated is an already-published, independently verified SYNE Rating - never a separate, opaque scoring layer.
Continuously refreshed
Portfolio views update as soon as an underlying rating changes - not on a fixed quarterly reporting cycle.
Regulatory-grade independence
Operating under the same independence standards as every SYNE Rating, with methodology published.
Benchmarked on the SYNE Index
Portfolio positioning is compared against the same quadrant logic used across every SYNE Rating and dataset.
ESG Intelligence is a portfolio view, not a new rating.
A SYNE Rating judges one entity. ESG Intelligence aggregates many of those judgements into a single, continuously updated view of a portfolio.
Aggregation, not a separate score
ESG Intelligence doesn't independently re-rate a holding - it aggregates, weights and monitors ratings that already exist.
Continuous, not periodic
The portfolio view updates the moment an underlying rating changes, rather than waiting for the next scheduled review.
Dashboard, API, or export
Accessible as a live dashboard, an API feed for internal systems, or a scheduled export for reporting workflows.
Draws on every SYNE Rating
Pulls directly from ESG, Sustainability, Carbon and Supplier Ratings, and from ESG Data where a holding isn't yet rated.
Built around your taxonomy
Thematic screens, exclusion lists and peer sets are configured to match your existing investment policy and mandates.
Built for SFDR, TCFD & CSRD
Report structures map directly to the disclosure categories these frameworks require at the portfolio level.
Portfolio analysis across 71 licensed countries.
ESG Intelligence covers any portfolio holding rated under SYNE's ESG, Sustainability, Carbon or Supplier Ratings, spanning listed equities, private holdings, carbon projects and supplier panels across every licensed jurisdiction.
View the full country list →Each mark represents active coverage in one jurisdiction
The ratings and data that feed this solution.
ESG Intelligence sits directly on top of SYNE's rating and data products, and alongside a wider set of intelligence solutions.
See your whole portfolio's ESG exposure in one view.
Talk to our team about connecting your holdings, or request a walkthrough of a sample portfolio dashboard.