Dashboard

Manager assessment overview — Q4 2025

Assessment Progress

3/6

3 in progress

Average Score

75%

↑ +3 vs Q3

Data Sources

public + private ingested

High Alerts

requiring attention

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ICSWG Stewardship Alignment

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Proxy Voting Alignment72%

Engagement Alignment65%

Governance Overrides73%

Avg. across 6 managers — assessed against asset owner stewardship expectations

Assessment Pipeline

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BlackRock

4/4

Legal & General ...

4/4

State Street Glo...

2/4

UBS Asset Manage...

1/4

Amundi

4/4

Schroders

0/4

Complete

In progress

Pending

Priority Actions

Schroders

58%

6 alerts|Emerging Markets

Very low against-management rate (7%) suggests limited challenge

UBS Asset Management

68%

4 alerts|Multi-Asset

SFDR reclassification concerns undermine confidence in ESG integration

State Street Global Advisors

75%

3 alerts|Passive Equity

Low support for climate shareholder proposals (4% against rate)

Policy Compliance Gaps

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Net Zero Commitment by 20503/6

TCFD-Aligned Reporting4/6

UK Stewardship Code Compliance4/6

Modern Slavery Due Diligence2/6

Biodiversity Impact Assessment2/6

DEI Data Disclosure2/6

Historic Score Trends

News & Alerts

highClimate

Schroders faces scrutiny over fossil fuel holdings in EM fund

Media reports highlight significant fossil fuel exposure in Schroders' emerging markets fund, inconsistent with stated net-zero pathway.

20 Feb 2026

Schroders

highGovernance

SSGA reduces stewardship team headcount by 15%

State Street has reduced its stewardship and ESG engagement team, raising questions about capacity for active ownership commitments.

18 Feb 2026

State Street Global Advisors

lowReporting

BlackRock publishes updated TCFD report ahead of schedule

BlackRock released its Q4 2025 TCFD-aligned climate report, demonstrating improvements in scenario analysis and Scope 3 coverage.

15 Feb 2026

BlackRock

highGovernance

UBS AM under review for greenwashing claims in EU

EU regulators have initiated a review of UBS AM's SFDR Article 9 fund classifications following inconsistencies in sustainability disclosures.

12 Feb 2026

UBS Asset Management

Manager Overview

Manager	AUM	Mandate	Score	Trend	Status	Alerts	Last Report
Legal & General (LGIM)	£3.8bn	UK Equity & Fixed Income	88%	↑ +3	Compliant	—	18 Dec 2025
BlackRock	£4.2bn	Global Equity	82%	↑ +4	Compliant	1	15 Dec 2025
Amundi	£2.1bn	European Equity	79%	↑ +5	Compliant	1	20 Dec 2025
State Street Global Advisors	£2.9bn	Passive Equity	75%	↓ -2	Review	3	10 Dec 2025
UBS Asset Management	£1.6bn	Multi-Asset	68%	↑ +3	Review	4	28 Nov 2025
Schroders	£1.9bn	Emerging Markets	58%	↓ -4	Non Compliant	6	5 Dec 2025