Scope 3 exposure
Measured supply chain emissions rather than modelled ones, drawn from mapping work at the supplier tier. Where a measurement does not exist we say so rather than substituting an average.
Around 80% of fund screening relies on self-reported disclosure, and the largest part of any electronics footprint, Scope 3, is usually estimated rather than measured. We cross-reference what a company says against supply chain evidence, so a rating has something underneath it.
None of this is fraud. It is a measurement gap that everyone in the chain has quietly agreed to work around.
Evidence from the same fieldwork that Consulting and Tech produce, applied to a portfolio rather than to a single client.
Measured supply chain emissions rather than modelled ones, drawn from mapping work at the supplier tier. Where a measurement does not exist we say so rather than substituting an average.
Cobalt from the DRC, lithium from Chile, rare earths from China. The environmental and social exposure sitting in a portfolio's upstream, mapped to specific extraction sites.
Recycled content, take-back rates, product longevity. These separate companies doing the work from companies describing it, and they are hard to overstate because they are observable.
Where a disclosure and the supply chain data diverge, and by how much. Usually the gap is a reporting boundary rather than an intent to mislead, which is worth knowing before you act on it.
Company-level scoring with the environmental, social, and governance components separated, plus sector trend.
Sample view. The figures below are illustrative, to show the shape of the output. Live ratings are produced per engagement and are not published here.
| Company | Sector | ESG | E | S | G | Rating |
|---|---|---|---|---|---|---|
| Umicore | Materials | 78 | 82 | 71 | 80 | A− |
| Li-Cycle | Recycling | 81 | 88 | 74 | 79 | A |
| Samsung SDI | Electronics | 65 | 61 | 68 | 67 | B+ |
| Boliden | Mining | 58 | 52 | 63 | 60 | B |
| CATL | Batteries | 44 | 38 | 48 | 46 | C |
Direction of travel matters more than the level. A low score improving fast is a different investment case from a high score standing still.
Fund managers screening portfolios for performance rather than disclosure quality.
Impact investors measuring outcomes instead of commitments.
Green bond issuers who want the claim independently checked before it is challenged.
Family offices operating under a sustainability mandate.
Analysts covering electronics supply chains who need the upstream picture.
Describe the holding or the screening question. You get a read on what the disclosure supports, and where it needs independent evidence.