Glass Lewis announces the launch of the Engagement Management Platform, enabling investors to centralize active ownership engagement and proxy voting data to better manage and meet ESG goals across their portfolios.
SAN FRANCISCO (October 25, 2022) – Glass Lewis today announced the launch of the Engagement Management Platform, a software solution that enables institutional investors’ stewardship teams to record, track, and report on their engagement activities. Through the platform, Glass Lewis clients can prioritize ESG issues, optimize their engagement processes, and automatically report on the progress, and efficacy of their engagement programs.
Glass Lewis is a global provider of governance solutions including proxy research and voting technology. The launch of the Engagement Management Platform augments a powerful ecosystem of Glass Lewis’ active ownership resources including the Engagement Solution where investors can leverage the 1,000+ meetings conducted across 40+ global markets by Glass Lewis experts, Controversy Alerts that are delivered directly to clients to keep them informed about the most controversial AGM issues, Engagement Letter Writing to create and deliver communications to issuers on your behalf, and Proxy Paper research reports that are foundational to ensuring investors receive thorough details about vote recommendations.
The cloud-based SaaS solution allows users to centralize stewardship engagement data and proxy voting records so that they can more efficiently manage their stewardship programs. Data visualization also enables users and other key stakeholders to easily review and report on the progress of their engagement programs.
“The Engagement Management Platform needs to be the standardized place to manage and drive toward ESG goals for any investor serious about their stewardship program,” said Dan Concannon, Chief Commercial Officer at Glass Lewis. “We found that too many investors were struggling with spreadsheets to gather and organize their engagement data. Our platform not only allows engagement information to be better organized and accessible by internal teams, but it also surfaces insights to improve stewardship goal-setting and decision-making. As part of the Glass Lewis suite of Active Ownership solutions, the platform serves as a critical component to ensure investor stewardship efforts yield results.”
With the new platform, investors will be able to:
- Record outcome-driven engagements, internally or externally managed, and track progress towards goals
- Centralize all engagement meetings, dates, participants, and notes
- Link proxy voting and engagement records to consolidate reporting efforts
The platform is powered by Esgaia and built specifically for the management of corporate issuer engagement processes. Clients can customize the platform to meet their engagement needs through system integrations, custom fields, user-managed roles and permissions, and the ability to invite external parties to collaborate.
For more information, visit the Engagement Management Platform page or send an inquiry to info@glasslewis.com.
About Glass Lewis:
Glass Lewis is the leading provider of independent global governance solutions. We enable institutional investors and publicly listed companies to make sustainable decisions based in research and data. We cover 30,000+ meetings each year, across approximately 100 global markets. Our customers include the majority of the world’s largest pension plans, mutual funds, and asset managers who collectively manage over $40 trillion in assets. Our core solutions include Proxy Paper proxy research and Viewpoint proxy vote management platform. More information is available at www.glasslewis.com. You can also visit the Glass Lewis Blog or follow us on LinkedIn.
About Esgaia:
Esgaia is a technology company providing an independent purpose-built engagement management software to institutional investors globally. The platform helps investors save time and improve quality by centralizing engagement management in a cloud-based environment.