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Reports

Reports provide summarized Snapshots into single companies or entire portfolios, highlighting score and price development, key news and benchmarking and outlook.

Our reports deliver essential score insights in a detailed and easily accessible downloadable PDF format.

Available Reports

Reports are available both on Portfolio and on Company level, based on the respective default Score configured in the Cockpit.

Report Type Default Score Coverage
Credit Risk Score Report Credit Risk Portfolios, Companies
General Risk Score Report General Risk Portfolios, Companies
Immediate Risk Score Report Immediate Risk Portfolios, Companies
ESG Score Report ESG Portfolios, Companies
ESG Risk Score Report ESG Risk Portfolios, Companies
Investment Portfolio Report Bull & Bear  Portfolios only

 

Download on Demand

When you request a report, it will be generated in real time. You will receive an email with a link to download the report file sent to your registered email address within 1 to 2 minutes. Please note that for larger portfolios, the delivery may take a bit longer.

Access Portfolio Reports from Scanner View

Company Reports can be accessed, from the respective Company Page

Automated Report Delivery

To align with your own regular review of monitored companies or assigned client portfolios, you can also set reports to be delivered regularly to your mailbox. Choose between weekly and monthly deliveries.

Access the Report Delivery Configuration via the Alerts Icon in the bottom left-hand navigation pane:

Configure scheduled Reports from the Menu, by choosing between Portfolio- and Company-based Reports and weekly or monthly deliveries. 

Delivery Timeslots:

  • Weekly Delivery is on Monday Mornings at 8am CET
  • Monthly Delivery is on the first Monday of the Month, at 8am CET