Ratings
CAS’s proxy impact scores measure how asset management firms and the individual funds they offer are using their voting rights to influence the companies they own shares in.
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Jump to: firm-wide scores, individual fund scores
Firm Ratings
Fig. 1 — Firm level scores for all firms in our data set with at least five CAS-rated votes in the past three proxy years and at least $100m in assets under management. Firms are identified by their name, their weighted average CAS score, and a column identifying their AUM range. “Rating” columns identify in which quintile the firm sits among all firms on the list.
Individual Fund Ratings
Fig. 2 — Fund-level scores for all funds with at least five CAS-rated votes in the past three proxy years. Funds are identified by their parent company, their name, their CAS score, and a column identifying their AUM range. “Rating” columns identify in which quintile the fund sits among all funds on the list.
CAS’s Proxy Impact Scores are based on data from a number of vendors, including data gathered directly from SEC Form N-PX filings.
The Center for Active Stewardship (CAS) is a project of the Jain Family Institute (JFI). The information provided on this website and all reports is provided “AS IS” without warranty of any kind. JFI makes no representations and provides no warranties regarding the scoring provided herein. The scoring is based on an internal CAS methodology and relies on inputs from other third party data sources. While we have obtained information believed to be objectively reliable, neither JFI nor any of its employees, officers, directors, trustees, or agents, shall be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any information contained herein, including, but not limited to, lost profits or punitive or consequential damages.
JFI receives no compensation for the CAS proxy vote scoring, which is provided free of charge to the public for informational and educational purposes. JFI does not provide investment, financial planning, legal, or tax advice and is not licensed or registered to provide any such advice. CAS scores are not intended to be understood as investment advice or regarding advisability of investing in any particular investment fund or with any particular investment adviser. In addition, the CAS scores are not and should not be understood to be an endorsement of any investment manager and do not indicate approval, support, or recommendation of any investment manager or any product offered by such investment manager.