Learn how we determine the engagement level for funds
How does YourStake determine the "Engagement Level" for funds?
Shareholder engagement levels are summarized below. See the attached file for a more detailed explanation.
Min - Proxy voting generally in opposition to ESG issues, and minimal participation in shareholder engagement.
Base - Some proxy voting on ESG issues, and some participation shareholder engagement.
Deep - Strong proxy voting on ESG issues, and often these fund managers will be the ones filing the ESG shareholder proposals as wel. They will also devote substantial resources proportional to their size towards shareholder engagement. ESG-focused firms, and many European fund managers, fall into this category.