Difference between revisions of "Portfolio Screening"
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'''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''' 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 | + | Portfolio Screening may occur as part of a [[Market Sounding]] exercise. |
== Examples == | == Examples == |
Latest revision as of 13:27, 10 June 2021
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