Dodge & Cox

Dodge & Cox performs fairly well in the areas of governance and stewardship. In terms of governance, it assigns decision-making and oversight responsibility for its sustainability strategy to the highest governance body and responsibility for implementing its sustainability strategy to functions, teams or committees within the financial institution. Stewardship-wise, it has a stewardship policy that support environmental transitions and social best practices in line with its sustainability strategy. It also transparently identifies the key sectors, clients and investees to engage with on climate issues.

Dodge & Cox is behind many of its peers in terms of overall disclosure. It is hence recommended that the financial institution uses this benchmark as a guide to disclose more on sustainability practices and performance across measurement areas with regards to its provision of products, capital and services, as well as considering its own operation and supply chain.

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.