Investor engagement is increasing globally due to emerging requirements, voluntary frameworks, the need to manage risks and meet client demand. Yet, meaningfully engaging with companies on a wide array of issues requires considerable time and expertise. Investors are also at different stages of their engagement journey and their efforts are multilayered.

As a global corporate governance and proxy voting leader with two decades of experience, Glass Lewis can help investors to enhance their engagement programs. Our Stewardship Solutions are designed to accommodate a range of needs, from a SaaS-based tracking and reporting platform to a fully custom service that leverages our Active Stewardship team to perform and manage engagement campaigns on your behalf.

Read our two-part interview with the Glass Lewis Stewardship team about engagement trends and challenges.

Easily map your engagement efforts to the SDG’s and PAI’s, produce case studies for the PRI and UK Stewardship Code reporting requirements, perform instant ad-hoc data filtering to meet client data requests, and generate insightful data visuals with just a few clicks.

With our secure and intuitive Engagement Management Platform, you can track, record, and report engagement progress across teams in one central, purpose-built application. You can also customize the platform with your unique goals and data points.

With our Active Stewardship Engagement and Custom Engagement Service options, our Active Stewardship team can help you to quickly scale your engagement program or serve as an extension of your own, enabling you to save time and resources.

Easily track, record, and report on your engagement efforts with our intuitive and secure Engagement Management Platform. Our SaaS tool helps to centralize your workflow, bringing greater clarity and consistency to your engagement activities.

Maximize your engagement efficiency and impact by signing on to Glass Lewis’ program. Our experienced Active Stewardship team identifies approximately 200 engagement companies, spanning a variety of ESG issues, and provides detailed engagement progress through our platform, plus quarterly and annual engagement activity reports.

Extend your engagement reach with Glass Lewis’ Custom Engagement campaigns, which increase in scope, spanning standard, premium, and enterprise service levels. Investors can have the Glass Lewis’ Active Stewardship team conduct a single outreach campaign, a campaign that includes escalation, or a multi-issue, multi-channel campaign with escalation based on your needs, desired engagement themes and issues.