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What We Do

Founded in 2003, Glass, Lewis & Co., LLC is a leading research and professional services firm that assists institutions globally that have investment, financial or reputational exposure to public companies. The firm provides research and analysis on more than 15,000 public companies based in 70 countries around the world.

Glass Lewis' institutional investor and money manager clients collectively manage more than $15 trillion and represent many of the largest and most respected money managers, mutual fund families, pension funds and hedge funds in the world. These institutional investors turn to Glass Lewis for advice on matters not well covered by traditional investment research: accounting policies, financial statement transparency, corporate governance, litigation and regulatory developments, related-party transactions, executive compensation and board of director independence and quality, among many others.

Glass Lewis also provides insight, research and professional services to lenders, D&O insurers, public audit firms, credit rating agencies, investment banks, law firms and other institutions that have exposure to public companies. By providing timely, in-depth analysis of business, financial statement, corporate governance, legal and accounting risk at global public companies, Glass Lewis assists these institutions minimize their exposure to public companies that could cause investment, financial or reputational harm.

The Glass Lewis research team is composed of analysts from around the world with advanced degrees in accounting, business, corporate finance, law, public policy and other areas relevant to the research Glass Lewis conducts.

In addition to research, Glass Lewis provides compliance solutions for institutional investors, including complete proxy voting services and class action claims filing solutions. Glass Lewis assists its clients in fulfilling their fiduciary, legal and contractual obligations by marrying its best-in-class research and analysis with operational excellence and reliability.

Glass Lewis’ services include the following:

The Monitor: Risk Alerts
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
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.
Proxy Research and Voting Solutions
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.
Trend Reports
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.
Share Recall Service
Glass Lewis' Share Recall service is powered by Glass Lewis' objective analysis of corporate governance issues, economic and financial matters and M&A transactions. The Share Recall service enables lenders to maximize their share lending program by selectively recalling shares for important proxies.
Class Action Settlement Solutions
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.

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