Assessment Pipeline
End-to-end ESG assessment workflow — from data ingestion to final scoring
Assessment Workflow
How each manager is assessed through our four-stage pipeline
Stewardship reports, proxy voting records, ESG disclosures, TCFD reports, and regulatory filings scraped from public sources.
Client-specific reports, emails, meeting notes, questionnaire responses, and quarterly updates uploaded by the asset owner.
Compare extracted data against internal policies, ICSWG stewardship questionnaire, UK Stewardship Code, and DWP TCFD guidance.
Generate weighted scores across 6 ESG categories, confidence ratings, gap analysis, and actionable recommendations for each manager.
Public Data Sources
Automatically discovered and ingested from publicly accessible sources
Private Data Integration
Confidential client-specific documents uploaded and processed securely
Manager Pipeline Status
Assessment progress for each manager — click to view detail
| Manager | Public Data | Private Data | Framework | Assessment | Score | Confidence | |
|---|---|---|---|---|---|---|---|
| BlackRock | Complete | Complete | Complete | Complete | 82% | 94% | View → |
| Legal & General (LGIM) | Complete | Complete | Complete | Complete | 88% | 96% | View → |
| State Street Global Advisors | Complete | Complete | In Progress | Pending | — | — | View → |
| UBS Asset Management | Complete | In Progress | Pending | Pending | — | — | View → |
| Amundi | Complete | Complete | Complete | Complete | 79% | 91% | View → |
| Schroders | In Progress | Pending | Pending | Pending | — | — | View → |
Framework Comparison Methodology
Each manager's extracted data is compared against three framework layers: (1) Internal policies — 6 internal policies covering climate, governance, human rights, biodiversity, diversity, and reporting; (2) ICSWG Investment Stewardship Alignment Tool — proxy voting alignment, engagement alignment, and governance overrides assessed via the 8-question stewardship questionnaire; (3) Regulatory standards — UK Stewardship Code compliance, DWP TCFD statutory guidance (Oct 2022), and Shareholder Rights Directive II requirements. Final scores weight public data (35–50%), private data (20–35%), and framework alignment (30%) to generate a composite assessment with confidence rating.