Investment attractiveness measured
One score that joins a company’s finances and its ESG practice, ranked against its own sector in its own region. Built from audited reports, delivered in any of 10 languages.
Reg. 284760878 · 284766226
Henley Business School, University of Reading
of 256
Our reports show why a company scores as it does and what to change
Finance and ESG in one score
The Investment Attractiveness Model (IAM) combines 32 financial ratios with 44 ESG criteria in one score, so financial strength and sustainability practice are assessed together.
Compared with real peers
Each company is compared with the 10 reference companies of its sector in its economic region: medians, quartiles and the sector leaders.
A plan for improvement
The improvement plan names the actions with the largest expected gain, with a 0–6 month, 6–12 month and 1–2 year roadmap.
| Express Analysis · IAM | ESG rating | Broker research | |
|---|---|---|---|
| Scope | Finance + ESG together | ESG only | Finance and valuation |
| Explains the drivers | Every ratio and criterion vs sector | Letter grade, key issues | Analyst narrative |
| Action plan for the company | Yes, with expected gain | No | No |
| Any company on request | Yes, from its own reports | Covered universe only | Covered stocks only |
| Delivered as | PDF report, 10 languages | Platform subscription | PDF note |
One analysis, nine ways to use it
IAM Investment Attractiveness Report
The overall IAM score, finance and ESG pillars, eight score combinations, the attractiveness class and the rank among sector peers.
For: investors, ESG funds, investor relations
IAM Improvement Plan
The ratios and ESG criteria furthest behind the sector, the expected IAM gain of each action and a three-stage roadmap.
For: CFOs, ESG teams, consultants
Financial Outlook & Forecast
IAM outlook for 1–3 years, a trend forecast of key ratios and three revenue and profit scenarios with early signals.
For: owners, boards, banks
Peer Benchmarking Report
Every indicator against the sector median and quartiles, strengths and gaps, and the change in rank over the years.
For: management, investors, auditors
ESG Performance Scorecard
Each of the 44 ESG criteria against the sector average, the largest gaps and the trend in scores.
For: ESG teams, green-finance banks, buyers vetting suppliers
Credit & Counterparty Risk Report
A green / amber / red reliability signal, payment discipline against the sector and indicative trade terms.
For: suppliers, credit control, trade credit insurers
IAM pack
IAM report · Improvement plan · Financial outlook
For: investors and ESG funds assessing a company before investing; management and board, to see where the company stands and what to improve
Financial & ESG analysis
Peer benchmarking · ESG scorecard · Counterparty risk
For: banks for lending decisions; suppliers and customers for credit terms
Full coverage pack
All 6 reports in one PDF file
For: large companies, consultants and due diligence teams that need the full picture in one document; investors in a major transaction
From annual reports to a board-ready file
- 1
Company, sector and years
The company, its region, and a period of 5 to 10 consecutive recent years.
- 2
Reports for every year
A link to the official website in the order form, or the annual and sustainability reports sent to the analyst through a link they provide. No year may be missing.
- 3
Invoice and analysis
Once the reports are checked you receive an invoice. After payment the company is scored against the 10 reference companies of its sector and region and reviewed by the analyst.
- 4
Your report
A PDF file with executive summary, charts, appendices and sign-off, in your language, sent to your email.
Benchmarks by sector and region
Sectors within economic regions that share market development, reporting standards and ESG disclosure rules. Sector benchmarks, ratio boundaries and leading companies are recalculated every year.
Fixed prices for each report
A sample report is available in every sector, for one of the reference companies.
Each report is ordered for one company and one year · Prices exclude VAT · Compare the levels
Dr Ekaterina Yaremchuk
Author of the Triple Bottom Line framework and the Investment Attractiveness Model (IAM), developed through doctoral research at Henley Business School, University of Reading. Every report is reviewed and signed off personally.
Independent: no holdings in the companies analysed and no fees from them for this analysis.
About the analyst and the methodWhere does your company stand in its sector?
Send the link to the official website or the reports for 5 to 10 consecutive years.