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Investment Roll-Up

The investment aggregation score, which comprises 90% of the overall fund rating, is determined by a weighted average of the scores of the companies in the fund's portfolio. This is calculated by multiplying each portfolio company's rating by the % that the company represents in terms of committed assets under management).

Fund Assessment Weightings

The Fund Manager Assessment is weighted on a 200 point scale. Scoring allocation varies according to the fund's Type of Security and Stage of Investment. Below are the weights for the Equity, Quasi-Equity and Long-term Debt track:

Recent Platform Updates

Q3 2015 Updates

Setting and Tracking Targets

An exciting new feature lets you and and the companies you work with set targets in the assessment and track progress against individual questions and key metrics. Watch the video.


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