This is particularly true for two of the more generic and misused titles in the industry: Some financial analysts are really just researchers who collect and organize market data, while others put together specific proposals for securities investments with large institutional clients.
This field is for validation purposes and should be left unchanged. Through that comprehensive approach, our research and policy teams effectively become an extension of your own, with you leveraging our global team to enhance and expand your own efforts.
Glass Lewis was founded on the principle that each company should be evaluated based on its own unique facts and circumstances, including performance, size, maturity, governance structure and responsiveness to shareholders.
Our regional analyst teams — experts in local market laws, regulations and best practices — collaborate with subject matter experts financial transactions, ESG and compensation and apply bounded judgment as they assess each issue on the ballot in order to make a recommendation that serves the best interests of shareholders.
Independence and client focus. We are dedicated to providing you the tools and insights you need to drive value from your governance initiatives. We do not provide consulting services to the companies we cover, mitigating the risk of potential conflicts of interest to our institutional clients and ensuring the independence of our analysis.
Glass Lewis engages extensively with regulatory bodies, industry groups and individual companies to inform our policies and analysis.
In addition, our research and engagement teams produce content beyond the Proxy Paper reports to broaden your understanding of key issues and keep noteworthy topics on your radar throughout the year.
Our engagement efforts are focused on areas that benefit all shareholders and not just specific clients, so you never have to worry about conflicting efforts.
Learn more about how we provide investors with insightful and informative analysis of increasingly complex issues. We examine the actions of the board to ensure the directors have acted in a manner that protects and grows shareholder value.
Our reports provide extensive data about the directors, including our assessment of their experience and independence. Our dedicated ESG Research Group provides sophisticated, nuanced analysis of shareholder proposals and is a valuable resource for clients throughout the year, not just proxy season.
The balanced analysis lays out company and proponent positions to give a complete perspective.My name is Matt Badiali. I was a geologist teaching at the University of North Carolina when I got a call from a famous financial expert a man who has made over a billion dollars selling privileged research to some of the world’s top investors.
What is a 'Research Analyst' A research analyst is a person who prepares investigative reports on securities or assets for in-house or client use.
Other names for this function include financial. Proxy Research – Proxy Paper ®. Glass Lewis’ Proxy Paper research service features case-by-case, independent analysis of all the proposals contained in tens of thousands of meetings held each year across more than markets worldwide.
PUBLICATIONS AND WORKING PAPERS. Inefficiencies in the Pricing of Exchange-Traded Funds. January (published version) (working paper). Financial Analysts Journal, , 73(1) (lead article). Winner of the Graham and Dodd Top Award (best FAJ paper in ).
Winner of INQUIRE Europe Research Grant Read an in-depth comparison between a career as a financial analyst and a career as a research analyst, including advice on which one to choose. Degree Focus on Finance-IT-Risk Management Research, Financial Intelligence Research Reports on Everything You Need to Know from FinRM Global RISK Management Network, Financial Risk Management, Systemic Risk Management, Enterprise Risk Management, Operational Risk Management.