1. MODULES AND INDICATORS
The Framework consists of 7 different modules, of which a selection will be relevant for all signatories. At a minimum, signatories will be required to complete the following modules: Organisational Overview, Strategy and Governance, and Closing Module. Within each module, there are a number of indicators that you must complete and other, voluntary indicators.
ORGANISATIONAL OVERVIEW DECIDES APPLICABLE MODULES:
The first module you must complete defines which additional modules are relevant for your organisation. For example, if you report in Organisational Overview that your main business area is engagement services, the module Active Ownership Services will be unlocked for you to report on. The image below shows another possible scenario.
1. Organisational Overview
2. Strategy and Governance
Advisory and Consultancy
Research and Data Provision
Stewardship Services
Reporting
3. Closing Module

2. 4 OPTIONAL MODULES
There are four modules in the Framework that are specialised for specific business areas:
Advisory and Consultancy: Asset consultants, executive and advisory, sustainability consulting
Reporting: Assurance/certification, reporting
Research and Data provision: ESG Research, assessment, rating and brokerage
Active Ownership Services: Engagement and voting
If your organisation does not identify with any of the above four service provider categories, there is space in the framework for you to report on your other business activities, primarily in Organisational Overview, Strategy and Governance, and Closing Module.
1. Organisational Overview
2. Strategy and Governance
Advisory and Consultancy
Research and Data Provision
Business specific
Stewardship Services
Reporting
4. Closing Module

3. OVERVIEW PAGE
This page in the online tool displays an overview of the modules that you must complete, and provides you with information regarding indicators within each module.
Status of module completion
Find your reports & set your preferences to view Mandatory/Voluntary indicators, and whether to make Voluntary indicators public by default.
Overall completion of the framework
Filter indicators
Download Private RI report will both Private and Public responses
Download your Public Transparency Report with all public responses provided so far
Download Data Collection Form to share with colleagues
Mandatory or Voluntary, or Mandatory to report, Voluntary to disclose
Status of indicator
Purpose of indicator: Gateway or Descriptive

4. INDICATOR DETAILS PURPOSE STATUS DISCLOSURE LEVEL MANDATORY
Mandatory indicators reflect core practices. These responses will be made public should you wish to disclose your Transparency Report during the 2017 pilot year, and must be completed to submit the framework.
MANDATORY TO REPORT, VOLUNTARY TO DISCLOSE
Some indicators are mandatory to complete, but voluntary to disclose. These indicators may contain commercially sensitive information.
VOLUNTARY
Voluntary indicators reflect alternative or advanced practices. These indicators are voluntary to report and disclose.

5. COMPLETING AN INDICATOR
For Voluntary indicators, drop down to select disclosure
Status and purpose of the other indicators within the module
Indicator explanatory notes and definitions
Information on indicator

6. NAVIGATING BETWEEN INDICATORS
After saving an indicator, you can navigate around the Framework in 3 different ways
Move to other modules
Move to other indicators
Save before proceeding
Move to the next indicator