INVESTMENT STEWARDSHIP

CUSTOM ENGAGEMENT SERVICES

Scale your Engagement Efforts

Focus on your engagement priorities with Glass Lewis’ Custom Engagement Services.

Inquire About Our Services

Engaging with portfolio companies is resource intensive. Glass Lewis’ Custom Engagement Service identifies historical issues using ESG analysis and extensive vote data, helping you prioritize key engagements while we manage others to align your efforts with proxy voting decisions

Key Features and Benefits

Conduct Vote-Driven Campaigns

Glass Lewis engages with companies on your behalf, targeting those you voted for or against on specific issues. Viewpoint and Engagement Management Platform users benefit from seamless outreach aligned with vote decisions and custom policies for maximum impact.

Engage on ESG Themes

Glass Lewis will screen your portfolio to identify companies for engagement and develop the outreach. Engage on topics such as executive compensation, net-zero targets, biodiversity, human rights and more.

Track Real-Time Progress

Track engagement progress with Glass Lewis’ Engagement Management Platform, including meeting summaries, communication details, and outcomes, providing a clear view of activities conducted on your behalf and enabling detailed reporting

Choose Your Service Level

Services

Standard

Premium

Enterprise

Custom-tailored engagement campaign with single outreach to our extensive corporate network

Portfolio screening for engagement targets based on specific ESG and governance topics

Real-time updates of our engagement activity on your behalf and reporting tools through our Engagement Management Platform

Custom engagement escalation process

Scheduling engagement meetings with companies

Leading engagement meetings (with optional client participation)

Dedicated Stewardship analyst

HOW IT WORKS

Glass Lewis can customize your vote-driven engagement campaigns:

1

Identify the issue

Determine the issues you want to engage on, such as say-on-pay votes or other proposals.

2

Screen the votes 

Glass Lewis helps identify vote decisions and screening criteria based on your policy, and targets companies for the campaign—or you can provide your own list and mark companies for outreach directly in Viewpoint, for workflow efficiency.

3

Engage with target companies

Glass Lewis helps you craft the engagement outreach, or you can write your own letters, and determine when to engage, depending on your desired outcomes

4

Track and report on results

All engagement outreach and company responses are tracked on our Engagement Management Platform. Related votes can be connected to engagements and shown as a part of your engagement timeline.

Related votes can be connected to engagements and shown as a part of your engagement timeline.

Related Products and Services

Active Stewardship Engagement

Boost engagement efficiency and impact with our comprehensive stewardship program.

Engagement Management Platform

Track, record, and report efficiently with our dedicated Engagement Management Platform.

Vote Disclosure 

Disclose voting data in line with stewardship frameworks through a dynamic dashboard.

Explore Our Insights

Visit Our Resource Center

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Proxy Season Global Briefing Part 2: Trends in Shareholder Proposals

In the second installment of our Proxy Season Global Briefing, we provide a deeper dive into shareholder proposals from key global markets.

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Glass Lewis Submission on SEBI Consultation Paper on Related Party Transactions

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Glass Lewis Response to TX SB 2337

As part of a campaign to attract companies to relocate to, incorporate in, and list on a new Texas-based exchange, the Texas legislature is rushing through a number of corporate governance measures.

Glass Lewis Response to TX SB 2337

As part of a campaign to attract companies to relocate to, incorporate in, and list on a new Texas-based exchange, the Texas legislature is rushing through a number of corporate governance measures.