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

Q1 2025 Active Stewardship Report

Read our quarterly report of engagements conducted by the Stewardship team on behalf of institutional investors.

Q1 2025 Active Stewardship Report

Read our quarterly report of engagements conducted by the Stewardship team on behalf of institutional investors.

Reports & Surveys

Glass Lewis Submission on APRA’s Governance Review Discussion Paper

Glass Lewis recently provided a submission to the Australian Prudential Regulation Authority (APRA) in response to its Governance Review Discussion Paper.

Glass Lewis Submission on APRA’s Governance Review Discussion Paper

Glass Lewis recently provided a submission to the Australian Prudential Regulation Authority (APRA) in response to its Governance Review Discussion Paper.

Fuji Media & Keisei Electric Railway

Japanese companies continue to face heightened levels of shareholder activism.This week, investors have raised questions about board composition, governance practices and the financial/capital strategy at both Fuji Media and Keisei Electric Railway.

Fuji Media & Keisei Electric Railway

Japanese companies continue to face heightened levels of shareholder activism.This week, investors have raised questions about board composition, governance practices and the financial/capital strategy at both Fuji Media and Keisei Electric Railway.

How Glass Lewis Helps Investors Meet the UN PRI Principles and Reporting Requirements

As the world’s largest responsible investing initiative, with over 5,000 investor signatories and €130 trillion in assets under management, the UN PRI reporting exercise (closing on July 30th) represents an important undertaking for investors globally. As a trusted partner to the global investment community, Glass Lewis provides solutions that help investors implement these principles — from voting research and custom engagement services to streamlined stewardship tracking and reporting.

How Glass Lewis Helps Investors Meet the UN PRI Principles and Reporting Requirements

As the world’s largest responsible investing initiative, with over 5,000 investor signatories and €130 trillion in assets under management, the UN PRI reporting exercise (closing on July 30th) represents an important undertaking for investors globally. As a trusted partner to the global investment community, Glass Lewis provides solutions that help investors implement these principles — from voting research and custom engagement services to streamlined stewardship tracking and reporting.