Financial advisers

CAER provides non-financial research for financial advisers who want to embed ESG research or ethical considerations into their investment advice.

Corporate Monitor provides information on the ESG and ethical performance of Australian and New Zealand companies. Our research enables ESG analysis to become an accepted part of financial planning services. It uses a five star rating system to assess ESG performance and identify best practice. Information is drawn from our global ESG data sets and simplified into short 2-3 page reports and includes an ESG news overview.

How we can help:

    • Short form reports and local ratings with 15 year history
    • Controversy monitoring and risk assessments
    • Controversial activities and weapons screens
    • Climate risk assessments
    • ESG portfolio analysis
  • Investment universe and ESG structured products

For more information go to the Corporate Monitor website or get in touch with us.