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
· 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.
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
· 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
· 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.