Portfolio Screening
From Open Risk Manual
Definition
Portfolio Screening is the evaluation or investigation is a given Portfolio to assess suitability for a particular role or purpose. It is understood that this a methodical survey that is conducted agains defined Eligibility Criteria.
Portfolio Screening may occur as part of a Market Sounding exercise.
Examples
- Portfolio Constraints in the context of Securitisation
- Positive Screening in the context of Sustainable Finance
