ESG Multi-Criteria Screening Framework
Screen investment universes against customizable ESG and impact criteria with weighted scoring
What You Can Do
You can design and execute comprehensive ESG screening across equity and fixed income universes using customizable criteria, weighted scoring models, and tiered filtering processes. The framework converts mission-driven sustainability objectives into defensible, repeatable, auditable screening methodologies that integrate both negative screens (exclusions) and positive screens (inclusions/preferences), eliminating unsuitable candidates and prioritizing those warranting further due diligence.
Features
assign relative importance to environmental, social, governance, and impact dimensions based on your investment thesis
set minimum score requirements, sector-specific criteria, and controversy tolerance levels for automated first-pass screening
identify and categorize material ESG controversies (environmental violations, labor disputes, governance failures) requiring escalation
combine exclusion rules (divest from) with preference criteria (favor companies excelling in specific impact areas)
benchmark candidate companies against sector peers on key ESG/impact dimensions to contextualize performance
structure multi-stage review processes (automated quantitative screens, then manual qualitative assessment) for efficiency
generate audit-ready screening rationale and decision logs for investment committee, board, and regulatory review
apply tailored criteria for energy transition, labor standards, supply chain governance, and other domain-specific priorities
Example Output
Example 1: Energy Sector Screening
| Company | Environment (40%) | Social (30%) | Governance (20%) | Impact (10%) | Composite Score | Pass/Flag |
|---|---|---|---|---|---|---|
| GreenEnergy Inc | 92 | 78 | 85 | 95 | 85.9 | ✓ Pass |
| FossilCorp | 28 | 65 | 72 | 15 | 47.2 | ✗ Fail (below 70 threshold) |
| TransitionCo | 71 | 82 | 78 | 88 | 78.6 | ⚠ Flag (governance concern: board diversity) |
Example 2: Controversy Detection Output
- Material Controversy Identified: FossilCorp – Environmental violation (Level 3), 2023 oil spill, $50M remediation cost, ongoing regulatory investigation
- Recommendation: Escalate to Compliance & Risk; consider exclusion pending investigation outcome
Example 3: Peer Benchmark Summary
Retail sector analysis: Your candidate (TeqRetail Inc) ranks 3rd of 15 peers on environmental metrics, 1st on labor standards, 5th on governance. Exceeds thresholds in impact-aligned labor practices but below-median on supply chain transparency.
What's Included
- SKILL.md instruction file with methodology framework:
- ESG Screening Template: customizable criteria worksheet (environmental, social, governance, impact categories)
- Weighted Scoring Model: calculation worksheets for composite scores across dimensions
- Negative & Positive Screen Checklist: pre-built exclusion and preference criteria by asset class and sector
- Controversy Flagging Rubric: categorization system and severity levels for material ESG incidents
- Tiered Screening Workflow: process guide for first-pass (automated), second-pass (qualitative), and escalation steps
- Compliance Documentation Template: screening rationale and decision log for audit and reporting
Who It's For
- ESG/Impact analysts designing or refining screening methodologies for fund mandates
- Portfolio managers implementing board or client-mandated ESG standards across investment universes
- Compliance and risk professionals documenting screening rationale for regulatory or internal audit
- Fixed income analysts applying sustainability criteria to bond selection and credit reviews
- Asset owners and endowments developing mission-aligned investment processes
Best For
- Building or updating ESG screening frameworks for new asset classes or universes
- Creating sector-specific screening criteria (energy transition, labor standards, supply chain governance)
- Designing multi-stage screening workflows (automated quantitative first pass, then manual review)
- Documenting and communicating screening decisions to investment committees and stakeholders
- Comparing candidate companies against peer groups on ESG and impact dimensions
You might also like
You'll architect backtesting systems that separate genuinely profitable strategies from curve-fitted fantasies. The skill guides you through modeling realistic market microstructure, accounting for transaction costs, detecting survivorship bias, and stress-testing strategies across regime changes. You'll implement walk-forward validation, out-of-sample testing, and Monte Carlo simulations to predict actual live performance and identify where backtest results diverge from real trading outcomes.
by fission
You can systematically evaluate real estate acquisition opportunities by inputting property financials, market data, and deal terms into a standardized framework. The skill analyzes cap rates, cash flow projections, market fundamentals, and risk factors to generate consistent, comparable metrics across multiple deals. This enables you to quickly identify investment-worthy opportunities versus deals that fail fundamental criteria, while documenting your investment thesis for compliance and portfolio tracking.
by fission
You can construct rigorous development pro formas that model complex project dynamics—construction budgets, phased timelines, pre-leasing velocity, financing structures, and market assumptions—then run sensitivity analysis to show how changes in rent, construction costs, or hold periods impact returns. This skill produces defensible investment theses suitable for LP presentations, lender submissions, and institutional review committees by capturing interdependencies that simple models miss.
by fission
You can map individual holdings against multiple thematic investment frameworks simultaneously, generating transparency-rich alignment scores that reveal true thematic exposure. Unlike traditional ESG screening, this skill identifies positive exposure to specific trends and solutions, helping you track portfolio concentration within thematic segments, detect misaligned holdings, and quantify drift from stated investment mandates with measurable impact metrics.
by fission
You'll construct sophisticated DCF models that treat each clinical asset as a branching probability tree, weighting revenue contributions by phase-specific success rates (Phase I: 30%, Phase II: 33%, Phase III: 25-30%, FDA approval: 80-90%). This approach replaces deterministic sales projections with realistic scenario ranges, enabling you to value pre-revenue or early-revenue biotechs by their pipeline potential, regulatory trajectory, and time-to-market dynamics. The skill guides you through setting risk-adjusted discount rates (10-15% above pharma majors) and conducting sensitivity analyses that institutional investors expect.
by fission
You can rapidly evaluate multiple financing structures for M&A, recapitalizations, and growth transactions by modeling different capital stack configurations and comparing them against recent comparable transaction benchmarks. The skill helps you assess debt capacity, analyze covenant headroom across downside scenarios, and stress-test leverage under EBITDA decline, capex disruption, and refinancing risk—enabling you to present optimized structures that balance cost of capital, covenant flexibility, and stakeholder requirements in client presentations and pitch books.
by fission
You can systematically evaluate corporate bond issuers by synthesizing quantitative metrics (leverage ratios, cash flow coverage, liquidity), qualitative factors (management quality, competitive positioning, covenant protections), and market signals (credit spreads, relative value) into a cohesive credit opinion. This framework enables you to construct ratings that withstand peer review, document credit theses for investment committees, and respond to market events with quantified analytical support.
by fission
You can systematically analyze complex alternative fund portfolios by decomposing returns into alpha, beta, and fee components, then benchmark manager performance against peers. The skill processes manager letters, fund documents, and performance data to identify risk sources, flag operational red flags, and generate standardized due diligence matrices that support investment committee decisions across hedge funds, private equity, infrastructure, and real assets.
by fission