CUSTOM ENGAGEMENT SERVICES
Scale your Engagement Efforts
Focus on your engagement priorities with Glass Lewis’ Custom Engagement 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 your engagements.
Key Features and Benefits
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 Products and Services
A Guide to the 2026 PRI Reporting Framework: Mapping Indicators to Glass Lewis Services
This article is a practical companion to the 2026 PRI Reporting Framework, providing guidance on how signatories can meet their reporting obligations more efficiently.
A Guide to the 2026 PRI Reporting Framework: Mapping Indicators to Glass Lewis Services
This article is a practical companion to the 2026 PRI Reporting Framework, providing guidance on how signatories can meet their reporting obligations more efficiently.
Where Stewardship is Heading: Survey Findings on Outsourcing and Oversight
This article summarizes some of the forward-looking sentiments of respondents from the Glass Lewis Stewardship Survey Report and their use of engagement-providers, their oversight over outsourced stewardship, and the implications of a diverging market landscape.
Where Stewardship is Heading: Survey Findings on Outsourcing and Oversight
This article summarizes some of the forward-looking sentiments of respondents from the Glass Lewis Stewardship Survey Report and their use of engagement-providers, their oversight over outsourced stewardship, and the implications of a diverging market landscape.
Podcast | Activist Investing Today: Glass Lewis' Timmer on AI, Future of Governance
Glass Lewis president Diederik Timmer discusses the role of AI in proxy advisory services, evolving shareholder voting practices and the firm's customized voting policies.
Podcast | Activist Investing Today: Glass Lewis' Timmer on AI, Future of Governance
Glass Lewis president Diederik Timmer discusses the role of AI in proxy advisory services, evolving shareholder voting practices and the firm's customized voting policies.
The Most Advanced AI Model Can Also Be the Most Fragile: A Lesson for Investment Stewardship
This article examines how the sudden withdrawal of a frontier AI model underscores the importance of trusted data, domain expertise, and human oversight in building resilient investment stewardship workflows.
The Most Advanced AI Model Can Also Be the Most Fragile: A Lesson for Investment Stewardship
This article examines how the sudden withdrawal of a frontier AI model underscores the importance of trusted data, domain expertise, and human oversight in building resilient investment stewardship workflows.