Our core business is providing advice to institutional investors. We work with investment managers, public and multi-employer pension funds, endowments and foundations, providing Portfolio Monitoring, Governance Advice and Proxy Voting services.

 

With our Global Portfolio Monitoring Service, we assess public companies ethical practices - human and labor rights conduct, stakeholder relations, environmental practices – and provide our unique analysis of the risks created for investors by this corporate conduct.

  

Our assessment of qualitative, non-financial factors provides critical insights for investors concerned with sustainability risk analysis in the investment process. We offer solutions for professional advisors and responsible fiduciaries through thoughtful and expert insights into the global marketplace.