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JUDGING SCORECARD - STEWARDSHIP
1. Please rate the team's Commitment to ESG integration:
How is the investment manager incorporating ESG into their investment process?
Strongly Agree
Somewhat Agree
Neutral
Somewhat Disagree
Disagree
Comments for the team's extensive ESG integration
Strengths
Areas for Improvement
2. Engagement and Monitoring
Stewardship activities on Engagement and Monitoring Investees/Potential Investees
Exceptional
Very Good
Acceptable
Ambiguous
Poor
Comments for the team's Engagement and Monitoring effectiveness
Strengths
Areas for Improvement
3. Voting, Disclosures, and Reporting
Disclosures on engagement and voting availability to ALL investors, from retail to institutional asset owners
Exceptional
Very Good
Acceptable
Ambiguous
Poor
Comments for the team's taking ESG as materiality factors for investment decisions
Strengths
Areas for Improvement
4. Please rate the commitment on Resources & Resolution
To what extent does engagement activity is part of the investment activities?
Strongly Agree
Agree
Neutral
Somewhat Disagree
Disagree
Comments for Resource Commitment and Resolution
Strengths
Areas for Improvement
Please give an Overall Score below:
All factors considered, how would you rate the team's ESG integration strategy and its execution? Please score below: (0: lowest; 10: highest)
0
1
2
3
4
5
6
7
8
9
10
Overall comment
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