Identify

Bespoke Analysis

Institutional investors use our Bespoke Analysis to identify governance risk in the companies they own or are considering investing in.

Our analysts maintain a detailed assessment of the material governance issues in S&P ASX 300 companies.

We don’t tick boxes, sell ratings or make checklists. Instead we deliver a concise, up-to-date assessment of substantive governance issues in their commercial context.

Insight is delivered by:

  • Monthly updates to our Governance Concerns Index identifying the bottom quartile of governance performers in the S&P ASX 100 Index and the ex-ASX 100 Index
  • Concise tear sheets on the Governance Concerns Index including our assessment of Board Quality, Related Party Risks, Accounting Issues, Dilution Risk and Remuneration concerns
  • Timely notes on accounting quality or emerging governance matters at listed companies
  • An annual series of Sectoral Pay Papers, examining divergent remuneration practices across Contractors, Financials, Retailers, A-REITs and Miners
  • Litigation Watch is our semi-annual watchlist of litigation issues that may have a material bearing on an S&P ASX 300 company’s earnings
  • Governance Watch is a succinct report designed to assist clients with preparation and quality of governance engagement when meeting board members of the S&P ASX 300 Index, especially around AGM and reporting season

Our Bespoke Analysis reports are a perfect background information for meeting with issuers on governance matters or as due diligence within your investment process.

  • Identify

    Identify governance risk in the companies they hold.

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  • Use

    Use shareholder rights to their advantage at company meetings.

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  • Monitor

    Monitor, defend and advance their ownership rights throughout capital markets.

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  • Promote

    Promote an intelligent, evidence-based public debate on governance issues.

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