Dimensional Fund Advisors

The financial institution has a stewardship policy that covers client and other stakeholder engagement as well as advocacy and partnerships. Furthermore, it discloses a list of the trade associations of which it is a member.

The financial institution has opportunities to disclose its methods for determining a living wage in its operational regions and to publish a policy statement against bribery and corruption with relevant clauses included in its contracts with business relationships. It could link performance criteria for remuneration at the senior executive level to specific sustainability targets. While the institution discloses the breakdown of clients and/or beneficiaries by country, it could further detail what this disclosure covers.

It is recommended that the institution disclose that it has established a transition plan covering its own operations, supply chain, and portfolio and disclose the breakdown of clients or beneficiaries by income group. It could also clarify processes to prevent divestment from low-income and lower-middle-income countries due to its sustainability strategies and targets. Additionally, it could strengthen its disclosure by identifying the social risks associated with its financing activities in relation to net zero transition. The institution could also provide an example of actions taken in the past three years to address salient human rights issues identified through risk assessments related to its products, services, and capital.

This scorecard refers to information in English which was publicly available by July 15 2024. AuM and Total assets are stated in USD for comparability and have been calculated based on reported local currency values multiplied by applicable IMF currency converter values.