Elevating Stewardship: A Data-Driven Framework for Benchmarking Responsible Investing (rezonanz)
Development of a framework for measuring and benchmarking the corporate stewardship activities of asset managers and institutional investors.
Description
Corporate stewardship plays an increasingly central role in responsible investing, but detailed, standardized data on institutional investors' stewardship practices is scarce. When available, data lacks consistency across institutions.
The aim of the project is to develop a solution for quantifying stewardship efforts using measurable and comparable data. To this end, a benchmarking tool will be developed that extends an existing voting tool to engagement. This tool will help asset managers to assess and improve their stewardship practices and institutional asset owners such as pension funds and fund selectors to select credible financial products.
Key Data
Projectlead
Dr. Dominik Boos, Eleanor Willi (rezonanz AG )
Project partners
rezonanz AG
Project status
ongoing, started 10/2024
Funding partner
Innosuisse - Innovationsscheck
Project budget
15'000 CHF