Investors

Governance, before it is priced

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

Where governance is priced

Good governance contributes to long-term performance. Governance failures, however, are costly, and rarely a surprise afterwards: the signals were available, comparable and unread.

  • Risk that surfaces late
    Weak governance signals sit in public disclosure long before they reach the price. Selected indicators detect them early enough to act rather than explain.
  • Stewardship is costly
    Engagement and voting across the whole book take time, people and evidence. We bring the governance information, so that your team can focus on the engagement itself.
  • Data that is hard to compare
    Cross-border portfolios with multiple voting policies require a flexible solution that brings all the data together, so that holdings in different markets can actually be compared.
  • Exit readiness that arrives too late
    A board that cannot withstand diligence discounts the asset, and governance remediation takes longer than a transaction timetable allows.
  • Nominee directors without a brief
    A board seat creates personal obligations. Appointees need fiduciary duties, conflict rules and engagement practice — not a title and a calendar invitation.
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

Twelve engagements across the investment cycle — from pre-investment diligence to exit preparation and stewardship reporting.

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 ahead of exit.
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 Development
Tailored board self-evaluation tools for investee boards, aligned with ownership guidelines and international best practice.
Track record

Work commissioned by the most demanding investors

A significant part of our governance work for investors sits alongside a financial transaction — where the diligence standard is set by the lender rather than the seller, and the report has to survive a shareholder who did not commission it.

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Data points per company
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Director & executive profiles
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Geographical regions
Development finance
Our advisory team draws on more than two decades supporting leading public development banks and impact investors on the governance of their investees — assessments benchmarked against DFI-specific corporate governance methodologies, alongside our work with growth-oriented, 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 ratio 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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