SiRi Company Services

SiRi Company and its network partners provide a wide range of research and consultancy services providing sustainable investment solutions for institutional investors globally:
SiRi Pro
SiRi Alert Service
SiRi Sustainability Ratings
SiRi Exclusionary Screens
SiRi Global Profiles
SiRi Country Ratings
SiRi Sector Studies
Local Profiles
SRI indices
Strategic SRI advice
Shareholder engagement

SiRi Pro
SiRi Company offers clients an innovative web-based rating tool: SiRi Pro. The tool can be fully customized to client needs and builds upon detailed SiRi Company Profiles containing 20 to 30 pages in length of high quality analysis. With SiRi Pro, sustainability research has become a fully transparent rating and company assessment process for clients. The rating tool enables clients to simply and quickly integrate their unique sustainability vision and sustainability investment policy into company assessments or use standard SiRi Company criteria. Clients can use the tool for benchmarking and individual company assessments, including best-in-class analysis and exclusionary screening.

Main features:

• Customise weights for each of the over 200 indicators
• Set industry-group specific weights and country risks
• Select amongst a set of some 30 common exclusionary screens
• Upload client-specific company universes
• Save individual settings
• Access to more than ten rating report formats (an example is shown below)
• Download SiRi Company Rating Summaries and detailed SiRi Company
• Export files that include share listing codes to facilitate integration into financial tables
• Profiles

Download the SiRi Pro Brochure 3/2004. (PDF format)

SiRi Alert Service
The service provides an on-going follow-up and assessment on the involvement of companies worldwide in a variety of sustainability issues such as human rights violations, damages to the environment or marketing of potentially unsafe products

Download the SiRi Alert Service brochure (PDF format)

SiRi Sustainability Ratings
In addition to SiRi Pro, further Sustainability/ SRI ratings are available either based on standardized or customized criteria and weightings for a variety of markets and indices

SiRi Exclusionary Screens
An Exclusionary Screening function is part of SiRi Pro. In addition, SiRi network partners work with clients to construct portfolio and index screens for a range of international universes, using a wide variety of social, ethical or environmental criteria, both positive and negative.

SiRi Global Profiles
SiRi Company publishes detailed profiles of the leading 600 international corporations. These profiles are produced using consistent criteria and in a standardized format.

Each Profile contains over 350 data points and associated analysis, providing unrivalled detail and breadth of comment. All major stakeholder issues are covered including community involvement, environmental impact, employment relations, customer policies, human rights issues and corporate governance. For each issue, SiRi describes and analyses the company's policies, management systems, reporting standards and impacts together with particular strengths and weaknesses. In addition, SiRi Global Profiles contain information on controversial business practices such as armaments, tobacco, animal testing or GMOs.

These profiles allow comparison between companies, sectors and markets and over the whole range of socially responsible investment issues of concern to professional investors.

The local expertise of each SiRi network partner enables variable data disclosure or differences in treatment of issues between countries to be highlighted in each profile.

SiRi Company's rigorous quality processes ensure that each profile is based on a consistent research methodology and a common set of criteria and definitions, vital when analyzing such a wide range of stocks.

Profiles are available in pdf-format, either as part of the SiRi Pro service or as a stand alone service.

A sample SiRi Global Profile can be downloaded here (PDF format).

SiRi Country Ratings
Several SiRi Network Partners maintain assessments of sustainability activities on a country level. Information is available for more than 100 countries. Please contact your local SiRi Network Partner for further information.

SiRi Sector Studies
SiRi Company publishes sector profiles highlighting key sustainability issues and undertake sector studies on a customized basis for clients with specific criteria.

Local profiles
Each SiRi network partner provides additional research on stocks within local market indices. SRI data and analysis on over 4,000 additional companies is available.

SRI indices
SiRi network partners provide research to support SRI indices both internationally or benchmarked to domestic indices.

Strategic SRI advice
SiRi network partners are able to assist in developing appropriate SRI investment strategies for institutional investors including analysis of policy issues, definition of SRI criteria, and choice of benchmarks.

Shareholder Engagement
SiRi network partners members offer engagement services for investors pursuing an SRI strategy based on a responsible shareholder activist approach. SiRi Company is closely cooperating with the European Corporate Governance Service, a partnership of specialist organisations which provides voting recommendations and conducts analyses of corporate governance structures within the leading European companies.

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