Glass, Lewis & Co. LLC - Research
Product Type: Quantitative Analysis, Market Data & Analytics
Markets: US, Global (ex-US)
Security:

DESCRIPTION

Founded in 2003, Glass, Lewis & Co., LLC is a leading research and professional services firm that assists institutions globally that have investment, financial or reputational exposure to public companies. The firm provides research and analysis on more than 15,000 public companies based in 70 countries around the world. Glass Lewis' institutional investor and money manager clients collectively manage more than $15 trillion and represent many of the largest and most respected money managers, mutual fund families, pension funds and hedge funds in the world. These institutional investors turn to Glass Lewis for advice on matters not well covered by traditional investment research: accounting policies, financial statement transparency, corporate governance, litigation and regulatory developments, related-party transactions, executive compensation and board of director independence and quality, among many others.

 
FEATURES
The Monitor: Risk Alerts
The Monitor is a web-based tool that enables investors to monitor continuously public companies for signs of unusual risk. The Monitor alerts users when financial information or other company disclosures signal possible weakening of company performance or when other developments, such as litigation, selling by insiders, related-party transactions or compensation arrangements, could harm stakeholders or foretell larger problems to come.


Yellow Card In-Depth Research
Yellow Card In-Depth Research provides analysis and insight into unrecognized business, legal, governance or financial statement risk at select public companies. Each week, Glass Lewis publishes an in-depth report on a company where notable, material risk has been identified. Glass Lewis has a track record of identifying serious risk for stakeholders in advance of general recognition of the risk.


Trend Reports
Glass Lewis publishes comprehensive studies on accounting issues and regulatory developments that disproportionately affect certain companies or industries. These Trend Reports allow stakeholders to remain abreast of major developments that can impact public companies and their value. A list of recent Trend Reports is available.


PRINCIPAL/ANALYST
With decades of accounting, legal and Wall Street experience, the Glass Lewis research team is uniquely qualified to help institutional participants in the capital markets.

 
DELIVERY
Glass Lewis' expert analysis is available via Glass Lewis' customizable research-delivery platform or through Capital IQ or Factset.
 
COST
Fees for Glass Lewis' services vary by product and the clients' individual needs.
 
TO SUBSCRIBE
Contact your CAPIS salesperson at (800)247-6729 or (214)720-0055, or Kevin Ferguson.
E-mail: kferguson@glasslewis.com
Phone: 415.694.5175