1. Portfolio Carbon Footprint/Carbon Intensity
- Total GHG emissions (Scope 1, 2, 3) of portfolio companies
- Weighted average carbon intensity (WACI)
- Critical for climate risk assessment and regulatory compliance
2. ESG Integration in Investment Process
- Percentage of AUM with ESG integration
- ESG factor consideration in investment decisions
- Demonstrates commitment to sustainable investing practices
3. Proxy Voting Record on ESG Issues
- Voting patterns on climate, governance, and social proposals
- Alignment with stated ESG policies
- Increasingly scrutinized by institutional investors
4. Portfolio ESG Risk/Quality Scores
- Third-party ESG ratings (MSCI, Sustainalytics, etc.)
- ESG controversy exposure
- Risk-adjusted performance metrics
5. Sustainable Investment Product Offerings
- AUM in ESG/sustainable funds as % of total AUM
- Number of Article 8/9 equivalent strategies
- Product development pipeline
6. Climate Scenario Analysis/Stress Testing
- Portfolio resilience under climate scenarios
- Physical and transition risk assessments
- TCFD-aligned reporting metrics
7. Diversity & Inclusion Metrics
- Board and executive diversity of portfolio companies
- Internal diversity statistics
- Supplier diversity programs
8. Stewardship and Engagement Activities
- Number of companies engaged on ESG issues
- Engagement outcomes and progress tracking
- Collaborative initiatives participation
9. Water and Waste Management
- Portfolio companies' water usage and waste generation
- Circular economy exposure
- Resource efficiency metrics
10. Social Impact Indicators
- Human rights due diligence
- Community investment
- Labor practices and safety records
The ranking reflects current regulatory focus (SEC climate rules), investor demand, and materiality to long-term value creation.
