Institutional investors operate in a new world - one in which financial statements are more complex, legal and regulatory actions more significant, corporate governance more important and capital markets more volatile.

Founded in 2003, Glass, Lewis & Co. provides assistance to institutional investors with the investment decisions and the ownership decisions institutions must make in this new world.

From an investment perspective, it is critical for investors to know all the risks inherent in the companies they own. Traditional research does not provide the objectivity and depth of analysis investors require for succeeding in this new world. Our investment research products, the Monitor and Yellow Card In-Depth Research, provide early warnings of potential problems at public companies.

Our ownership solutions - proxy advisory and voting services and class action settlement solutions - provide investors with comprehensive compliance solutions for two important fiduciary responsibilities.

Institutional investors across the globe have come to rely on Glass Lewis for its keen insight and comprehensive solutions to enable them to be better investors and owners of public companies.

The specific services used by our institutional investor clients include:

The Monitor is a web-based tool that enables investors to monitor continuously public companies for signs of unusual risk. The Monitor alerts users when financial information or other company disclosures signal possible weakening of company performance or when other developments, such as litigation, selling by insiders, related-party transactions or compensation arrangements, could harm stakeholders or foretell larger problems to come. Yellow Card In-Depth Research provides analysis and insight into unrecognized business, legal, governance or financial statement risk at select public companies. Each week, Glass Lewis publishes an in-depth report on a company where notable, material risk has been identified. Glass Lewis has a track record of identifying serious risk for stakeholders in advance of general recognition of the risk. Glass Lewis publishes comprehensive studies on accounting issues and regulatory developments that disproportionately affect certain companies or industries. These Trend Reports allow stakeholders to remain abreast of major developments that can impact public companies and their value. A list of recent Trend Reports is available. Glass Lewis is the leading, independent provider of global proxy research and voting recommendations. Proxy Paper features contextual, objective analysis and voting recommendations on all proposals contained in thousands of global proxies and is designed to help investors reduce risk and improve returns at their portfolio companies. Proxy Paper is available as a standalone service or as part of a turnkey solution that encompasses all aspects of the proxy voting process - including reconciliation, vote execution, record keeping and reporting, Form NPX and Web hosting. Glass Lewis provides the most comprehensive class action claims filing service in the industry. The service encompasses every step in the process including identifying eligible settlements, calculating "recognized losses" under the terms of the settlement, filing claims, following up on rejections and auditing checks when they arrive.