Why clients choose EIRIS

 

Independent

The EIRIS Foundation is a registered charity, independent of any other organisation. Its wholly owned subsidiary, Ethical Investment Research Services (EIRIS) Ltd, deals with the more commercial aspects of its work, including the services we provide to investors.

 

EIRIS' core business is carrying out research into social, environmental, governance and other ethical issues and it focuses on client concerns and requirements. We do not offer financial or legal advice, nor do we promote any particular view on the ethical issues we investigate. We simply provide our clients with the information they need to put their own principles into practice, or those of their clients.

 

Dialogue with companies

EIRIS engages in constructive dialogue with companies. Every 18 months we send them the data that we hold on them so that they can comment. We ask for companies’ policies on each of the issues we research.

 

Our researchers have, over the years, built up a strong network of contacts throughout these companies, so that they know exactly who to contact for the information you may need. This means we get answers. And not only do we keep our records up-to-date, but our questionnaires and the dialogue we promote have proved successful in raising awareness among companies unfamiliar with the concerns of responsible investors.

 

Comprehensive coverage

EIRIS researches more than 40 different areas, comprising all the main issues of concern to responsible investors. Our monitoring of over 2,800 companies from Europe, North America and Asia Pacific, including all companies on the FTSE All World Developed Index and the FTSE All-Share INdex, means that you can easily compare companies within a sector, or even all the companies on a particular issue.

 

By using consistent research methods, we can ensure that the companies are fairly judged against common standards. For example, we ask every company the same questions and make sure that their answers are analysed with clear and consistent terminology.

 

Data you can trust

EIRIS does not rely solely on what companies say about themselves - everything is analysed and cross-checked. We monitor regulatory databases and independent information sources.

And because our researchers are authorities on their subjects, our clients are able to benefit from our expertise as well as our unrivalled collection of information.

 

Bespoke service

Every responsible investor has a personal list of priorities. Recognising this, EIRIS ensures its clients receive information tailor-made to their individual concerns. Clients choose their overall approach or strategy for their portfolio as well as the individual responsible investment criteria to apply, and can review these at any time. Clients can also choose to focus on a particular universe of companies such as, for example, the top 350 UK companies or the top Japanese companies.

 

Information technology

EIRIS’ unique Ethical Portfolio Manager (EPM) software has revolutionised the way clients can receive and utilise our extensive research data. The creation of any responsibly invested portfolio can be a lengthy process, involving hours of research, EPM provides a practical research tool specifically designed to simplify the task.