Table of Contents
- I. Introduction
- II. Asset Allocators, Principles, and Criteria
- III. The RAAI Index and Leaders List
- IV. Why the Leaders Matter
- V. Key Findings: Are Global Asset Allocators Becoming More Responsible?
- VI. What’s New? Comparing the 2021 and 2019 RAAI Leaders List
- VII. Methodology
- VIII. Glossary of Terms
- IX. Scorecards
- X. Previous and Current Award Winners
- XI. Appendix: Ten Recommendations for Success in Responsible Investing
IX. Scorecards
With the 2021 Index, the RAAI is pleased to introduce RAAI Scorecards for all rated asset allocators as well as for major regions, sub-regions, select countries, and asset allocator groups. RAAI Scorecards are an important tool for asset allocators to track their progress on responsible investing and measure themselves against peers.
If you are a rated asset allocator you may request a scorecard for your organization and for the world average. Requests for scorecards of rated asset allocators from outside the organization will not be honored. If you are a member of the RAAI Council, you may request scorecards for your organization, for the world, and up to five additional scorecards for major regions, sub-regions, select countries, and asset allocator groups.
To request your RAAI Scorecards, please click the button, complete and submit the form.
If you have any questions on the RAAI Scorecards or on joining the RAAI Council, please contact Scott Kalb at scott.kalb@kltiadvisors.com or Mary Menzemer at mary.menzemer@tufts.edu.
RAAI Scorecards for rated asset owners include the following information:
- Name and status (leader/finalist, four stars for Quintile 2, three stars for Quintile 3, etc.);
- 2021 score, rank, and quintile;
- 2019 rank;
- Major regional group and number of funds rated in region;
- Scores for each RAAI principle and criteria;
- Comparison by principle and by criteria with major region and with top quintile asset allocators; and
- Trend chart.
Below we provide examples of RAAI Scorecards for rated asset allocators, PensionDanmark from Europe and NPS from Asia.
RAAI Scorecards for major regions and groups, sub-regions, select countries, and asset allocator groups include the following information:
- Name and status (five stars for Quintile 1, four stars for Quintile 2, three stars for Quintile 3, etc.);
- 2021 score and quintile;
- 2019 score;
- Number of funds rated in major region or asset allocator group;
- Scores for each RAAI principle and criteria;
- Comparison by principle and by criteria with the 25 largest asset allocators (by AUM) and the top quintile; and
- Trend chart.
Below we provide examples of RAAI Scorecards for major regions, the Americas and Asia, as well as for the world.
