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Welcome to the JMR Portfolio Intelligence Reports site.

With our Social Investment Screening Service, we assess the ethical practices of global public companies - 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. We offer solutions for professional advisors and responsible fiduciaries through thoughtful and expert insights into the global marketplace.

Our research and human rights, labor and environmental intelligence provide an innovative approach that enhances investment analysis. Using our services, our clients not only invest in business but invest in the world.

Evaluating Sustainability Risk in the Global Marketplace

The importance of monitoring international investments is growing and this presents several challenges for investors in today’s global capital markets. JMR Portfolio Intelligence’s Social Investment Screening Service enhances long-term corporate value by providing institutional investors with comprehensive analysis, rating and engagement strategies for publicly traded global companies. Our service is intended to assist investment managers, pension funds and other institutional investors in ensuring that portfolio companies address key social performance factors and the geographic risk inherent in global operations.

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