Abstract: Methods and systems for rating fiduciaries that govern assets. Governance variables relating to at least one of environmental and social factors for governing the assets that impact performance of the assets and related financial securities are collected. Control variables that also impact the performance are assigned. A collection of actual test values are compiled for the governance variables, the control variables, and the performance for test assets within the assets. A weight factor indicating the impacts on the performance by each of the governance variables and the control variables is assigned. A rating model incorporating the governance variables and the control variables and each respective weight factor is constructed. Actual asset values for the governance variables and the control variables for a given asset within the assets are collected. A given fiduciary within the fiduciaries that governs the given asset is rated using the rating model with the actual asset values collected.

Abstract: Methods and systems for rating fiduciaries that govern assets. Governance variables relating to governing the assets that the impact performance of the assets are collected. Control variables that also impact the performance are assigned. A collection of actual test values are compiled for the governance variables, the control variables, and the performance for test assets within the assets. A weight factor indicating the impacts on the performance by each of the governance variables and the control variables is assigned. A rating model incorporating the governance variables and the control variables and each respective weight factor is constructed. Actual asset values for the governance variables and the control variables for a given asset within the assets are collected. A given fiduciary within the fiduciaries that governs the given asset is rated using the rating model with the actual asset values collected.