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JUDGING SCORECARD - ESG INTEGRATION
1. Please rate the team's Scope of ESG Integration capability by their strength:
How is the investment manager incorporating ESG into their investment process?
Exceptional
Very good
Acceptable
Poor
Comments for the team's ESG integration extensivity
Strengths
Areas for Improvement
2. Please rate the team's Materiality Factors
To what extent will ESG materiality factors influence the ultimate security investment/divestment, overweight and underweight decisions?
Determinant Factor
Huge Influence
Some Influence
No Consideration
Comments for the team's taking ESG as materiality factors for investment decisions
Strengths
Areas for Improvement
3. Engagement and Monitoring
Stewardship activities on Engagement and Monitoring Investees/Potential Investees
Exceptional
Very Good
Acceptable
Ambiguous
Poor
Comments for Engagement and Monitoring
Strengths
Areas for Improvement
4. 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 Voting, disclosures, and reporting
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)
1
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9
10
Overall comment
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