Portfolio Risk & Alignment Assessment

Understand your portfolio's political exposure and ensure alignment with your values

Overview

Comprehensive analysis of Corporate Political Responsibility, revealing how your portfolio companies' political activities create systemic risk, undermine long-term returns, and potentially contradict your stated values and mission.

The Challenge

Investors lack visibility into how their portfolio companies' political activities create systemic risk, undermine long-term returns, and potentially contradict their stated values and mission.

Our Unique Approach

The only solution that systematically measures both dimensions of Political Responsibility: how much companies distort democracy and whether that distortion advances or undermines sustainability goals.

Designed For

Sustainability-focused RIAs and Fund Managers ensuring client values alignment

Family offices protecting mission integrity

Foundations monitoring fiduciary alignment

Pension funds assessing long-term systemic risks

Implementation Options

1

Portfolio Assessment Reports

One-time analysis
Political Responsibility scoring across your holdings
Citizens' Voice Index (CVI) - democratic distortion analysis
PCD scores - impact on Planet, Community, Democracy
Values alignment assessment comparing your mission to corporate political behavior
Peer benchmarking and industry comparisons
Prioritized engagement opportunities
2

Ongoing Data Subscriptions

Continuous monitoring
Real-time PCD (Planet, Community, Democracy) scores
Citizens' Voice Index (CVI) tracking
Automated alerts for material changes in political activity
Screening tools for portfolio construction
Divestment triggers based on your thresholds
Engagement priority notifications

Transform Your Investment Process

Join leading institutions measuring what truly impacts long-term value.