A Better Choice, Clearly

Investment and Risk Research

Glass Lewis provides institutional participants in the capital markets with insight into risk at public companies through in-depth research and real-time alerts. Our team of analysts – including accountants, lawyers and Wall Street professionals from around the world - seek to identify previously unrecognized risk in the business, financial statement, legal or corporate governance of public companies.

Using this research, institutional investors make better investment and ownership decisions. Lenders and bond owners receive an early warning that the business fundamentals at their borrower may be deteriorating. Public audit firms learn where to focus their auditing efforts or the issues on which to focus during client on-boarding. Investment banks can do better due diligence and understand all of their underwriting risk. And, D&O insurers can better set rates for their insured.

The specific services include:

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.
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.