π: Portfolio Intelligence

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.

Global Investment Watch Updates

How about human rights at home?
Today was one of those “only in Washington” days where I attended two conferences on human rights. The first one was held at George Washington University and the focus was on business and human rights. A second conference was held …
Read more »
The Debt Supercommittee: Will it raise taxes on corporations and the wealthy?
The Debt Super Committee – the Joint Select Committee on Deficit Reduction – has been established to create a plan before Thanksgiving to cut $1.5 trillion in federal spending over the next decade. If the Committee fails there will be an automatic $1.2 trillion in cuts to defense and discretionary spending. While this pressure is significant for the committee members and Congress as a whole, the likelihood of success for this Committee in coming up with a workable plan is unknown.
Read more »