A Customized Portfolio Impact Assessment is comprised of the following elements:
- Company Ratings
- Fund Ratings
- A Portfolio Level report showing the aggregated impact of the rated companies and funds in your portfolio
A GIIRS Company Rating assesses a company’s social and environmental practices, policies, and impact across multiple stakeholder groups (governance, workers, community and environment). The company assessment process has been designed with the entrepreneur in mind and will take no longer than 3-5 hours to complete. Click here to learn more about the company ratings process.
GIIRS Fund Ratings are based on an assessment of a fund manager’s investment practices and a weighted aggregation of the company scores of the investments in a fund’s portfolio. As an investor, this means you can gain access to information not only about the fund manager, but about the impact of the fund’s portfolio as well. The fund rating is weighted 90% rolled up company ratings and 10% fund manager assessment. Click here to learn more about the fund ratings process.
GIIRS will deliver a customized report for your portfolio including impact information for each investment and the aggregate impact of your portfolio, including benchmarking information against the larger universe of GIIRS rated companies and funds. You can use this report for internal purposes or use aggregate data in the report for communicating with your stakeholders.