Products and Services

The company’s product offerings include:

Ethics Ratings for more than 20 leading financial holding companies (FHCs) based on compliance with U.S. regulatory and ethical standards;

Portfolio Risk Reports for more than 200 registered investment advisors (RIAs) based on their risk exposure to Ethics Rated financial holding companies; and the

Sustainability & Systemic Risk Index, a leading indicator of sustainability and distress in the financial market based on the actual regulatory compliance of all U.S. banks with assets of over $1 billion.