Investors

Governance as a source of value

Institutional investors, funds, private equity and development finance institutions. Portfolio-wide governance diagnostics, board evaluation of investee companies, and full Corporate Governance Action Plans.

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The starting point

When governance becomes a question of value

Strong governance contributes to long-term performance. Weak governance, by contrast, can carry a significant cost. And with hindsight, governance failures are rarely entirely unpredictable: the signals were often already there, the data available and comparable — but not sufficiently understood or acted upon.

  • Risks identified too late
    Early signs of governance weakness often appear in public information well before their consequences are reflected in valuation. Targeted indicators can identify them early enough to act, rather than explain them after the event.
  • Stewardship that demands significant resources
    Engaging with portfolio companies and exercising voting rights across an entire portfolio require time, people and reliable evidence. We provide the governance data and analysis your teams need so they can focus their resources on the quality of the engagement itself.
  • Data that is difficult to compare
    Managing international portfolios and applying different voting policies requires a sufficiently flexible approach to bring governance data together and make it comparable. Holdings across different markets can then be assessed consistently despite differences in local governance frameworks and practices.
  • Governance addressed too late ahead of an exit
    A board whose composition, effectiveness or governance practices do not stand up to buyer scrutiny can weigh on asset valuation. Yet strengthening governance often takes longer than the transaction timetable allows.
  • Directors appointed without sufficient brief
    A board appointment brings personal responsibilities. Nominee directors need a clear understanding of their fiduciary duties, conflict-of-interest requirements and good governance practices — not simply a title and an invitation to the next board meeting.
Why Ethics & Boards

What we bring

One methodology across your book, built on Gov360 Data — the same dataset that supplies market supervisors, academics and the press.

Gov360: a 360° view of portfolio governance
Board mandate and effectiveness, diversity and risk-management indicators selected for materiality, a full governance review per holding, and the areas of concern and risk-reduction opportunities made explicit.
Panels you define
Benchmark against stock market indices, Ethics & Boards panels, or a custom panel constructed by industrial sector, geography and company size. Applied to assessment, diligence, risk management, training or workshops.
Independent of the companies you hold
We have no audit, proxy solicitation or executive search business, and we do not approach your portfolio companies off the back of your mandate unless you ask us to.
Senior practitioners throughout
Your mandate is led by senior advisors who practise governance themselves and know how a boardroom and governance actually work — senior from kick-off to delivery.
From diagnostic to action plan
The full Corporate Governance Action Plan cycle — diagnostic, plan design and implementation, including tracking — and nominee director training.
The offering

What we deliver for investors

Portfolio & Holdings
Portfolio Governance & Vulnerability Exposure
Gov360 portfolio diagnostics — cross-portfolio governance profile, concentration of exposure, and a prioritised engagement plan.
Governance of Financial Holdings
Strengthening the governance of financial holdings and their portfolio companies: governance framework, corporate governance policies and their implementation across entities.
Company Governance Review
Full governance review of an investee or target company against market standards, evolving best practice, its peer panel and our benchmarks.
Board Evaluation of Portfolio Companies
External board evaluation of investee boards, driving governance improvement and value creation.
Transactions
Governance Due Diligence
Pre-acquisition governance diligence — red flags, the improvement potential post-completion, and the development of a realistic corporate governance action plan.
Pre-IPO & Exit Preparation
Governance readiness ahead of listing or exit — board restructuring, committee design, ESG disclosure and investor-readiness.
Corporate Governance Action Plan
Definition, development and implementation of the full corporate governance action plan — including nominee director training and investment officer capability building.
Governance Action Plan Tracking
A solution to follow the implementation of the corporate governance action plan over time — the governance roadmap that takes each holding towards a more mature position.
Data & Solutions
Governance Data Collection
Structured governance data on portfolio or target companies from Gov360 Data, delivered by export or API.
Tailored Research & Benchmarking
Bespoke governance research for investment mandates, ESG strategies or regulatory requirements.
Identification & Filtering of Directors
Independent director search and profiling for portfolio companies, drawn from the 100,000+ structured director and executive profiles of Talent Place.
Self-Evaluation Tool
Tailored board self-evaluation tools for investee boards, aligned with ownership guidelines and international best practice.
Track record

Engagements for highly demanding investors

A significant proportion of our governance work for investors is carried out in the context of financial transactions, where the standard of due diligence is often set by the investor. Our analysis therefore needs to be robust enough to stand up to scrutiny from all parties involved.

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Data points per company
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Director & executive profiles
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Governance data points
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Geographical regions
Development finance
Our advisory team brings more than twenty-five years of experience working alongside leading public development banks and impact investors on the governance of their portfolio companies. Our assessments incorporate governance methodologies specific to development finance institutions, while also drawing on our broader experience with high-growth, family-owned and listed companies.
Engage our team

Where does your portfolio stand today?

A portfolio-wide governance diagnostic, board evaluation of an investee company, a full Corporate Governance Action Plan — tell us what you hold, and let's discuss what it needs.

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Every week, one governance data point drawn from Gov360 Data — a measured fact on boards, remuneration or ESG, with the context to read it. Plus our studies and press mentions as they are published.

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