ESG Screening Framework Builder
Build defensible ESG screening frameworks with quantified pass/fail criteria and decision trees
What You Can Do
You'll create structured screening matrices with weighted criteria, threshold rules, and exclusion logic that systematically evaluate companies against your fund's ESG thesis. Build transparent decision trees that handle conflicting metrics, materiality variations, and geographic nuances—enabling you to evaluate 100+ candidates consistently while maintaining defensible audit trails for stakeholders, LPs, and regulators.
Features
Assign point values and thresholds to E, S, and G factors with customizable materiality weights per sector
Define hard stops (e.g., revenue % from weapons, fossil fuels) and soft flags (ESG rating below threshold) with override logic
Build tiered screening workflows (initial screening → deep dive → final approval) with pass/fail branching at each stage
Capture rationale for each criterion, data sources, and review frequency to satisfy compliance and LP reporting requirements
Model impact of changing thresholds (e.g., raising carbon intensity limits) on portfolio acceptance rate
Consolidate MSCI, Sustainalytics, Bloomberg, and custom research scores into one unified screening logic
Create reusable screening frameworks for consistent evaluation across multiple analysts and funds
Export decision logs showing which criteria each candidate passed/failed and why for regulatory documentation
Example Output
Example 1: Technology Sector Screening Matrix
- Company: TechCorp Inc.
- Environmental Score: 72/100 (Carbon intensity: ✓ Pass | Water risk: ✓ Pass | Waste management: ✗ Flag)
- Social Score: 65/100 (Labor practices: ✓ Pass | Supply chain: ✗ Fail due to audit findings)
- Governance Score: 78/100 (Board diversity: ✓ Pass | Executive pay ratio: ✓ Pass)
- Decision: FAIL — Social criteria below 70-point threshold; recommend exclusion unless supply chain audit remediated within 6 months
Example 2: Energy Sector Exclusion Logic
- Company: PowerGen Ltd.
- Revenue from thermal coal: 35% (exceeds 20% hard limit)
- Decision: AUTO-EXCLUDED — Fails initial fossil fuel revenue screen; no review required
Example 3: Threshold Impact Scenario
- Current framework: 150 of 500 screened candidates pass (30% acceptance rate)
- If carbon intensity threshold raised 15%: 187 candidates pass (37% acceptance rate)
- If board diversity requirement increased to 40%+ women: 118 candidates pass (24% acceptance rate)
What's Included
- SKILL.md instruction file with framework methodology and screening logic patterns:
- ESG Screening Matrix Template: Pre-built weighting structure for E, S, G factors with sector-specific materiality guidance
- Exclusion Rules Checklist: Common hard stops and soft flags (fossil fuel revenue %, controversy thresholds, governance red flags)
- Multi-Stage Decision Tree Workflow: Tiered screening process from initial filter through final approval with pass/fail branching
- Threshold Documentation Framework: Structure for capturing criterion rationale, data sources, and review frequency for compliance audits
Who It's For
- ESG/Impact Investment Analysts — evaluating companies against fund mandates
- Portfolio Managers — building systematic exclusion and inclusion policies for regulated portfolios
- Compliance & Risk Officers — documenting screening logic for LP reporting and regulatory reviews
- Fund Operations Teams — standardizing ESG evaluation across multiple analysts or fund strategies
- Institutional Investors — constructing custom screening criteria aligned with impact theses
Best For
- Building new ESG screening policies or updating existing investment frameworks
- Evaluating portfolios of 50+ companies with complex, mixed ESG profiles
- Creating defensible audit trails and decision documentation for regulated funds
- Integrating multiple ESG data sources (MSCI, Sustainalytics, Bloomberg) into unified screening logic
- Standardizing screening decisions across teams to eliminate analyst bias and inconsistency
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 rapidly value complex structured notes, convertibles, and equity-linked instruments by breaking them into vanilla bonds and embedded derivatives. The skill guides you through scenario analysis, sensitivity testing, and credit spread modeling to identify secondary market mispricings, calculate Greeks, and stress-test barrier knockouts or coupon adjustments. Output includes fair value estimates, comparable valuation matrices, and hedge recommendations defensible to traders and risk committees.
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 conduct rigorous competitive positioning analysis for SaaS companies by mapping competitors across pricing architecture, target buyer personas, feature differentiation, go-to-market efficiency, and retention dynamics. This skill transforms raw competitive data into structured frameworks that identify sustainable competitive advantages, market share vulnerabilities, and valuation implications—helping you differentiate your research thesis from consensus and reduce confirmation bias in your coverage.
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 ingest multi-property portfolio data and generate comprehensive financial diagnostics, including performance metrics, peer benchmarking, concentration risk analysis, and stress-test scenarios across economic conditions. Claude systematizes the analysis of 10-500+ heterogeneous assets (varying property types, leverage, lease structures, and markets) to identify underperformers, quantify rebalancing impact, and deliver executive summaries with specific buy/sell/hold recommendations backed by financial modeling.
by fission
You can systematically decompose portfolio returns to isolate alpha (manager skill) from beta (passive market exposure) and identify which specific positions, sectors, or factor exposures drove performance. The skill enables rigorous performance attribution across multiple timeframes, generates risk-adjusted performance metrics (Information Ratio, Sharpe ratio, CAPM alpha), and produces institutional-grade client reporting with statistical rigor to support manager evaluation and capital allocation decisions.
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