Global Portfolio Screening and Monitoring

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 Global Portfolio Monitoring Service enhances long-term value by providing institutional investors with comprehensive analysis, rating and engagement strategies for publicly traded global companies. This 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.

With the Social Investment Screening Service, I assess the ethical practices of globally operating public companies, looking at human and labor rights conduct, as well as environmental practices, to provide my unique analysis of the risks created for investors by this corporate conduct.

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

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

Contact me to discuss your specific requirements.