Asset Owners – GMI Helps Analyze Broad Portfolios
The $20 trillion signatories to the Principles for Responsible Investment have pledged to incorporate governance issues into investment analysis. For investors interested in a high-level assessment of their portfolio holdings, including signatories to the rapidly expanding Principles for Responsible Investment, GMI offers its Portfolio Analysis service. Working from a holdings list, GMI will prepare a high-level assessment, rating entire funds or portfolios on their governance quality and risk to determine whether portfolio holdings are in line with benchmark standards.
The Portfolio Analysis service has already shown to be of value to institutional investors of all types, including top plan sponsors who include these investment criteria into manager evaluations and RFP’s, and investment managers and mutual funds looking to incorporate the results in their marketing material. GMI highlights positive fund attributes for client service and marketing use. Outlier holdings are also identified for internal/investment use. This service is intended:
- For marketing and client service, for independent confirmation that the manager’s process is within benchmark on the long-term, extra-financial risk factors.
- For internal and investment use, to identify outlier GMI rated stocks and corporate bonds in the holdings.
Multi Fund sample holdings analysis:
Please contact us if you are interested in receiving a free, no-obligation analysis of your current holdings.
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Investment Managers – GMI’s Research and Ratings Service
Best investment practice has evolved to include analyzing long-term, extra-financial factors. To support this GMI provides quarterly company Rating Reports, daily news updates, e-Alerts and downloadable numeric ratings for stock screening.
GMI Rating Reports and subscription services are intended primarily as ESG tools. Each Rating Report includes a summary of the rated company's overall governance profile and commentary on each of the six research categories employed by GMI. Through the use of standardized rating criteria, pay alignment rankings, red flags, expert commentary and news updates, GMI offers investment and governance professionals an unprecedented level of analysis for considering governance issues. In addition to an Overall Global Rating, each of the six research categories (shown in sample image below) receives a separate rating. These are meant to help subscribers see where a company is particularly strong or weak.
Rating Reports, numeric ratings and individual metrics are downloadable online. Major governance issues are updated daily and "Red Flagged" as special e-mail alerts to notify subscribers about a governance issue that has the potential to affect shareholder value. GMI offers global and regional subscriptions, including North America, Asia-Pacific, Euro and Emerging Markets, or we can customize a subscription to suit your specific needs.
Numeric ratings and red flag alerts as they appear on page 1 of GMI Rating Reports:
Rating history relative to industry peers as it appears on page 1 of GMI Rating Reports:
Please click here to view a full sample Rating Report
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