Institutional Investors & Investment Advisors


“An investment rating system that allows managers like us to talk about the impact we’re having compared to others, in addition to the financial return and the risk, allows us the opportunity to round out the story of our work. There is an opportunity for this (GIIRS) to be a game changer. If it is, it will change the way people think about how to make investment decisions, and that would be monumental."

- Preston D. Pinkett, Vice President, Prudential

Examples of use

An institutional investor might purchase detailed KPI data for each of its direct investments and fund investments;

An investment advisor might create GIIRS licensed products and subscribe to the GIIRS data platform to provide investors with due diligence reporting;

Sample GIIRS Company Rating

Sample GIIRS Fund Rating

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Portfolio Impact Assessments

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

Company Ratings

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.

Fund Ratings

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.

Portfolio Report

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. 

A Customized Portfolio Impact Assessment is comprised of the following elements:

·         Company Ratings[1]

·         Fund Ratings[2]

·         A Portfolio Level report showing the aggregated impact of the rated companies and funds in your portfolio

Company Ratings

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.

 

Ratings Process:

·         Company accesses an assessment and completes that assessment on giirs.org

·         Company submits its assessment for a review

·         Company completes an hour-long review call with a GIIRS staff member

·         Company uploads documents related to the answers for material questions within the ratings system

·         Deloitte conducts a documentation review[3]

·         GIIRS issues a company rating

 

Fund Ratings

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.

               

Ratings Process:

·         Fund manager accesses an assessment and completes that assessment on giirs.org

·         Fund manager enters in information about each investment in its portfolio, as well as IRIS metrics sets or individual metrics it wants to collect from its portfolio companies

·         Each company in the fund’s portfolio goes through a GIIRS Company ratings process

·         The fund submits its assessment for a review

·         The fund has a an hour-long review call with a GIIRS staff member

·         The fund is asked to upload documents related to the answers for material questions within the ratings system

·         Deloitte conducts a documentation review[4]

·         GIIRS issues a fund rating

 

Each fund will have a GIIRS representative assigned to assist portfolio companies through the ratings process.  We are happy to work with fund managers to determine the best process for working with each of its portfolio companies.

 

Portfolio Report

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 only or use aggregate data in the report for communicating with your stakeholders.  As a subscriber to GIIRS Analytics, you will also be able to access data yourself and do your own analytical work on your portfolio.



[1] GIIRS Company Ratings are appropriate for for-profit companies that range in size from around $1 billion in revenues to small businesses with at least one year of operations. At this time GIIRS cannot rate large cap publically traded companies or non-profits.

[2] GIIRS Fund Ratings are appropriate for venture capital, private equity, and debt funds investing in companies.  At this time GIIRS cannot rate mutual funds or funds investing in land and/or commodities.

[3] 10% of all companies are selected annually for an onsite review. Onsite reviews are required in order for a company to maintain its rating. The cost of the onsite review is covered by the company’s initial ratings fees

[4] 10% of all companies are selected annually for an onsite review. Onsite reviews are required in order for a company to maintain its rating. The cost of the onsite review is covered by the company’s initial ratings fees