FINANCIAL INSTITUTIONS, INVESTORS & ASSET MANAGERS
Portfolio Claims You Can Prove, Products You Can Launch
Banks, insurers, asset managers and Islamic finance institutions carry the same exposure: claims about a portfolio are only as strong as the data behind every holding in it.
The challenge
Portfolio-level claims on ESG, Shariah compliance, financed emissions and liquidity must hold up to regulators, limited partners and Shariah boards.
Vendor ESG data is inconsistent across holdings, which makes portfolio-wide claims hard to defend.
Fund labelling and mis-selling risk have real regulatory teeth now, not just reputational exposure.
Central banks increasingly expect climate stress testing as a standing capability, not a one-off exercise.
The commitments you already carry
PRI signatory status
the Principles for Responsible Investment now count more than 5,000 signatory institutions globally, each committing to report on responsible investment practice.
Net Zero Asset Managers
the initiative relaunched in February 2026 with over 250 signatories under a streamlined commitment structure, renewing pressure on asset managers to show credible interim targets.
Fund labelling regimes
SFDR Article 8 and 9 classifications in the EU and the UK’s Sustainability Disclosure Requirements (SDR) both require evidence behind every label, not just intent.
Financed emissions reporting
the Partnership for Carbon Accounting Financials (PCAF) methodology is becoming the expected standard for reporting portfolio emissions.
Shariah board requirements
Islamic financial institutions carry an additional, ongoing compliance obligation that conventional ESG data does not satisfy on its own.
How we approach it
Screen
assess every holding across four lenses at once, Shariah, ESG, financial performance and liquidity.
Structure
design the products and instruments your investors and regulators are already asking for.
Report
deliver LP, regulator and board reporting from the same underlying record.
What we deliver
Portfolio Assessment as a Service
Shariah, ESG, financial performance and liquidity, scored holding by holding, on one platform.
Compliance
SFDR, UK SDR, IFRS S1 & S2, PCAF financed emissions, climate stress testing and PRI reporting.
Carbon and transition risk
investment-grade carbon exposure across the portfolio, from risk to product.
- Transition and stranded-asset risk screening across lending and investment books
- Carbon-linked product structuring: carbon credit funds, nature-based solutions vehicles
- Financed emissions to funded carbon strategy, connecting PCAF reporting to portfolio decisions, not just disclosure
Product design
Shariah-compliant ESG funds, green sukuk programmes and sustainability-linked lending frameworks.
Reporting and dashboards
LP reporting and engagement, built for repeat use, not a one-off deck.
Training
investment teams, credit committees and Shariah board liaison, briefed on the same standards your portfolio is measured against.
Why we're the right partner
Few advisors run Shariah screening and international ESG standards through the same portfolio assessment. We do, in one engagement.
Portfolio Assessment as a Service and Capital Access sit inside one firm, so a gap found in screening leads directly into the instrument that closes it, not a handoff to a separate structuring shop.
Coverage across the Middle East, UK, EU, US, Canada and South Asia matches where Islamic and conventional capital actually moves.
The Data Behind It
- Every score is traceable to the underlying holding data, so regulator and LP due diligence start from evidence already on file.
- The same record that supports fund labelling and PCAF reporting also feeds product design and structuring, so nothing is rebuilt twice.
What it Means for You
Labels hold up to scrutiny
Fund claims are backed by holding-level evidence, not manager attestation alone.
New products launch faster
Screening and structuring run on the same data, instead of sequential engagements.
LPs and regulators get consistent answers
One record serves every audience.
Shariah and ESG stop being parallel processes
They run as one assessment.
The result
a portfolio whose claims are provable, and products that are ready to launch, not just theoretically compliant.
Ways to Engage
Every relationship starts with the same free two-hour discovery session. From there:
Portfolio assessment
a first pass across your holdings, four lenses, one score-set.
Product structuring mandate
one fund or instrument, designed and launched.
Ongoing compliance and reporting
delivered on retainer, ahead of each filing cycle.
Confidentiality
every engagement can begin under NDA, with your first session offered pro bono.