ACTIVE STEWARDSHIP ENGAGEMENT PROGRAM

Maximize Your Engagement Impact and Efficiency

Easily expand your engagement reach with Active Stewardship Engagement.

Engaging with all your portfolio companies can be challenging amid growing mandatory and voluntary obligations. Active Stewardship Engagement helps investors scale their engagement program by participating in outsourced engagements, led by Glass Lewis' stewardship team.

Key Features and Benefits

Comprehensive Focus List

Engage with 200+ global companies across sectors, selected through a comprehensive and structured screening process of ESG data, Controversy Alerts, and AGM vote result analysis.

Streamline Engagement Tracking and Reporting

Track and report on engagement progress with Glass Lewis’ Engagement Management Platform, featuring meeting summaries, communication details, and outcomes. Also, leverage trend analysis, issue spotlights, and case studies for reporting.

Detailed Quarterly Report

Our Stewardship team issues quarterly reports that summarize progress by pillar and theme, and include case studies and spotlights on topical engagement themes.

Download Engagement Report

Engagement Themes

Governance

Board Effectiveness
Executive Pay
Shareholder Rights

Environmental

Environmental Incidents
Environmental Transparency
Governance of Sustainability

Fundamental Rights

Human Rights
Labour Rights
Community Rights
Consumer Rights

Risk Oversight

Board Oversight of Policies and Procedures
Corruption & Bribery
Unethical Business Practices

Reliable Responses

Identifying contacts, receiving responses, and booking meetings is time-consuming. Our program simplifies this: 42% of companies contacted provided detailed responses, requested meetings, or both, streamlining investor engagement.

Simplify Engagement Reporting

Leverage trend analysis and issue spotlights for internal and external reporting, including extracting case studies for PRI reporting.

Investors can join the Active Stewardship Engagement program at any time.

Here’s how Glass Lewis engages with companies through our program:

Initial Outreach

Our Stewardship team identifies material issues at focus list companies using a methodology based on Glass Lewis' longstanding expertise in proxy voting. We alert contacts via email and through Governance Hub, our corporate platform with 2,500+ subscribers.

Regular Engagement

We schedule engagement meetings with the company to discuss the issues, and conduct follow-ups via email or through meetings at least twice per year.

Progress Tracking

All progress on engagement milestones and communication is tracked on our Engagement Management Platform until the issue is resolved.

Engagement

The company has been contacted by the Stewardship team

Understanding

The company has expressed its intention to consider the concern

Action taken

The company has at least partially addressed the issue through enhanced disclosure or practices

Action completed

The company has satisfactorily addressed the issue

Progress

The company made progress on engagement milestones in the last twelve months

Neutral

The company's progress on engagement milestones remained the same in the last twelve months

Insufficient progress

The company showed deteriorating performance, failed to take sufficient action, or did not act within the last twelve months

Explore Our Insights

Visit Our Resource Center

Corporate Governance Solutions

Proxy Voting Solutions

Investment Stewardship

Shareholder Activism

Corporate Governance and ESG Data

Class Action Recovery Services

Corporate Governance Solutions

Executive Compensation

Shareholder Communications