Head of Credit Analysis (Scope Ratings)
Head of Corporates
Head of Financial Institutions
Dr Giacomo Barisone
Head of Sovereign and Public Sector
Head of Structured Finance
Head of Infrastructure and Project Finance
Head of Risk Solutions
Head of ESG Analysis
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 (Scope Analysis)
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.
Head of Services & Solutions (Scope Investor Services)
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.