L1 Basic written policy L2 Board-approved, reviewed periodically L3 Integrated with investment; conflicts managed L4 Public, outcome-linked, independently assured
L1 Ad hoc contact L2 Prioritised target list L3 Objectives set and tracked L4 Milestone-based, outcomes measured
L1 Follow the advisor L2 Custom voting policy L3 Case-by-case with rationale L4 Own research, N-PX rationale, pre-declaration
L1 No defined approach L2 Reactive, occasional L3 Defined escalation ladder L4 Collaborative + public + vote-linked
ESG integration & monitoring — L1 Separate from investment L2 Some ESG signals used L3 Systematic portfolio monitoring L4 Real-time, materiality-led, portfolio-wide
Reporting & transparency — L1 Minimal disclosure L2 Client-level reporting L3 Public stewardship report L4 Outcome-level, assured, ISG-aligned
Overall maturity
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Policy Company Proxy Escalation ESG Reporting Your next moves ◔ Rate all six dimensions to unlock your prioritised roadmap. (0/6 done)
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