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 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.
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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.
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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.
Bridging the Gap: Integrating Proxy Voting and Engagement for Effective Stewardship
In the evolving landscape of investment stewardship, institutional investors are increasingly recognizing the need to harmonize proxy voting and corporate engagement. Historically treated as distinct activities, these disciplines are now seen as complementary levers that, when aligned, can enhance outcomes and long-term value.
Bridging the Gap: Integrating Proxy Voting and Engagement for Effective Stewardship
In the evolving landscape of investment stewardship, institutional investors are increasingly recognizing the need to harmonize proxy voting and corporate engagement. Historically treated as distinct activities, these disciplines are now seen as complementary levers that, when aligned, can enhance outcomes and long-term value.