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 key engagements while we manage others to align your efforts with proxy voting decisions
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
Below is an example of a vote-driven custom engagement campaign
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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.
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 the results
All engagement outreach and company responses are tracked on our Engagement Management Platform.
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