Fund Portfolio Review

OMI Mark Cap oct15For company holdings within a fund portfolio, we can:

  • Benchmark each company against our Global OMINDEX
  • Provide a Human Governance Scorecard to determine how companies benchmark against our measures of societal benefit
  • Analyze how your company ratings relate to business performance metrics
  • Identify the key issues as to why companies have high or low value creation from human capital
  • Examine why those carrying the greatest material human governance risk are doing so and how this may manifest
  • Advise on specific companies with the greatest potential to derive higher value



We can also adapt our analysis to work according to a specific brief e.g sector specific companies across a range of funds, or a review of major fund holdings only.


If you would like to discuss what we can provide to you, please contact