Head of Credit Analysis
Scope Ratings, the leading European credit rating agency, offers clients opinion-driven, forward-looking and non-mechanistic credit risk analysis, creating a greater diversity of opinion for institutional investors. Scope Ratings is a credit rating agency registered in accordance with the EU rating regulation and operating in the European Union with ECAI status. Scope presents credit research and assessments from a distinctly European perspective.
Head of Corporates
Scope’s Corporate Methodology relies on a fundamental, forward-looking and bottom-up approach with three key rating sections: business risk, financial risk and supplementary key rating drivers. We strive for maximum transparency without being mechanistic. Central to our corporate ratings approach is a thorough understanding a company’s underlying drivers – for both business and financial risk – while leaving enough room for analytical opinions, regional context and common sense.
Head of Financial Institutions
The London-based financial institutions team offers investors, issuers and other market participants comprehensive and forward-looking analysis and ratings on banks and other financial institutions in Europe and beyond. The team is made up of experienced professionals with a solid background in fundamental and market-related analysis on banks and regulatory developments.
Dr Giacomo Barisone
Head of Sovereign and Public Sector
Scope’s Public Finance team provides investors with sovereign, sub-sovereign, government-related entities (GREs) and supranational credit ratings. These ratings are a forward-looking assessment of an issuer’s ability and willingness to honour its debt obligations to private-sector creditors in full and on time.
Head of Structured Finance
Scope’s analysis of Structured Finance instruments focuses on an in-depth assessment of underlying collateral risks, counterparty risks and structural risks. The analysis of qualitative factors plays a crucial role in assigning a structured finance rating.
Head of Infrastructure and Project Finance
Scope’s infrastructure and project finance ratings focus on the expected loss for an investor on a debt instrument issued in a project finance transaction. This is an innovative credit risk approach, which gives a valuable alternative to existing credit opinions in infrastructure and project finance.
Head of Risk Analysis (Scope Risk Solutions)
Scope Risk Solutions (SRS) provides the tool for the efficient production of credit assessments which are easy to scale up. Our clients are mainly financial institutions - insurance companies, asset managers, commercial banks - corporations and government organisations. The SRS team combines its extensive credit expertise with use of the methodologies and tools available within the wider Scope Group. They include: Scope Credit Models for most asset classes, outsourced credit assessments with varying levels of analytical depth (i.e. Assessments of Credit Risk) and a sophisticated credit risk assessment platform, ScopeOne Risk Solutions.
Head of ESG Analysis
Scope offers ESG impact analysis, based on a macroeconomic quantitative model that captures a company’s entire supply chain. Scope applies a modular approach with each stage building on the previous one to build a framework with increasing levels of precision. Scope’s ESG solutions serve the needs of investors and issuers alike.
Following the same macroeconomic approach, Scope analyses the carbon footprint of individual companies or portfolios of companies. The Scope ESG approach also addresses the new standards defined by the EU’s Technical Expert Group on Sustainable Finance in using a sector-based framework that assesses the sustainability of economic activities to identify companies’ environmental impact.
In addition, Scope provides Second Party Opinions on an issuer’s capability and capacity to meet market standards on Green Bonds, Social Bonds and Sustainability Bonds.
Certifications provide transparency about an issuer’s capability and capacity to fulfil market standards with regards to the use of proceeds, the processes and the intended impact. Certification is based on the Scope ESG Impact Assessment and the Sustainability Bond Principles.
Based on the Scope ESG Impact Review, we evaluate companies, irrespective of size and industry, within an investment portfolio. Portfolio analysis provides subscores for E, S and G in addition to the complete portfolio. It can also include a Carbon footprint analysis
The fund and management rating offers a uniform and comparable assessment of asset-management companies with regard to their sustainability expertise.
In cooperation with stock exchanges and index fund providers, Scope offers equity and bond indices based on Scope ESG Impact Analysis.
Head of Fund Analysis
With more than 20 years of experience, Scope Analysis is the leading European provider of research and ratings on investment funds and asset managers. The team of experienced analysts provide more than 10,000 investment ratings across all major asset classes.
In addition to ratings and research, the analysts work closely with fund buyers, fund selectors and other institutional investors to support their investment decision-making. Our ratings and research are available on ScopeExplorer and are distributed to more than 12,000 subscribers.
Scope offers comprehensive analysis of investment funds through a range of carefully selected qualitative and quantitative indicators. Our analysts focus on the relative performance, long-term earnings power and stability of the investment strategy underlying the funds. Scope’s fund-analysis team also assesses timing, loss and behavioural risks.
Scope analysts have evaluated more than 2,500 closed-end funds across all asset classes, the primary analytical focus on real estate, renewable energies, aircraft, ships and infrastructure. In the area of open-ended real estate funds, Scope is the leading rating agency with an analysed volume of more than EUR 100 bn.
In addition to investment funds, Scope evaluates certificates and their issuers. The outstanding volume of certificates issued in Germany is more than EUR 60 bn.
Dr Sven Janssen
Head of Services
(Scope Investor Services)
Scope Investor Services (SIS) offers customised solutions for institutional investors and financial intermediaries to support with their investment decisions across asset classes and risk categories, whenever there appears to be no clear-cut answer.
SIS provides solutions that draw directly on the products and services within the group, taking regulatory requirements into account and using Scope’s broad industry coverage and risk-management expertise.
Building on over fifteen years of experience in the area of real assets, particularly real estate, SIS also develops quantitative and qualitative analysis and investment plausibility checks that address the challenges of these highly heterogenous asset classes.