Screening Solutions

Tools to help manage portfolios using environmental, social and governance criteria

Sustainability and corporate governance ratings can provide a strong, practical addition to the institutional investor’s arsenal of comparative tools to help evaluate portfolio companies and identify hidden risk.

RiskMetrics Group offers investment managers and research directors a suite of ratings tools to support their research needs. These services assist analysts, portfolio managers, research directors and others in evaluating the impact that a company’s corporate governance structure and sustainability practices might have on a portfolios’ performance.

Corporate Governance Quotient (CGQ®)

Meeting a range of equity research and investment decision-making needs, CGQ ratings and profiles can be used to analyze a company's corporate governance strengths, weaknesses and overall quality. This valuable data can help you identify potential risks related to governance and either avoid or buy, based on your investment philosophy

Benefits of CGQ for Institutional Investors

• Identify governance-related risk within your current holdings
• Augment the investment research process by further refining screens
• Incorporate governance ratings and data into your own quantitative model
• Adjust weighting of factors to create custom ratings
• Add CGQ Ratings and data to internal research reports or company profiles
• Incorporate corporate governance into due diligence for mergers & acquisitions

Sustainability Risk Reports

Sustainability Risk Reports provide in-depth profiles assessing companies' practices across the breadth of sustainability factors: climate change, environment, ethics, labor and human rights. Coverage includes the S&P 500, TSX 300 and MSCI EAFE companies. Drawing on a database of over 300 ESG indicators, the reports help investors manage compliance and portfolio risk around environmental and social issues.
Sustainability Risk Reports are a vital source of impartial, balanced research and analysis on environmental and social factors.

Benefits of Sustainability Risk Reports

• Augment investment research and support investment decisions
• Engage with portfolio companies
• Manage portfolio risk by incorporating an in-depth set of quantitative and qualitative ESG information into investment decision-making
• Apply uniform screening standards based on verifiable quantitative research

Please contact us for more information about Ratings.