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 your engagements.

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 Products and Services

Active Stewardship Engagement

Boost engagement efficiency and impact with our comprehensive stewardship program.
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Engagement Management Platform

Track, record, and report efficiently with our dedicated Engagement Management Platform.
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Design

Vote Disclosure


Disclose voting data in line with stewardship frameworks through a dynamic dashboard.
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Design

Explore Our Insights 

Visit Our Resource Center
How Plurality Voting Allows Zombie Directors to Stay on the Board

How Plurality Voting Allows Directors to Stay on the Board Without Majority Support

This article looks at the drivers and implications of majority-unsupported directors, with a focus on the use of plurality voting and governance practices that undermine board accountability.
How Plurality Voting Allows Zombie Directors to Stay on the Board

How Plurality Voting Allows Directors to Stay on the Board Without Majority Support

This article looks at the drivers and implications of majority-unsupported directors, with a focus on the use of plurality voting and governance practices that undermine board accountability.
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Free Float, Ownership Transparency and Governance Quality: What Indonesia’s Market Stress Revealed

This article examines recent volatility in Indonesia’s equity market following MSCI’s investability and ownership transparency concerns in early 2026. It considers broader governance implications, drawing on OECD observations regarding ownership concentration and minority shareholder influence.

Free Float, Ownership Transparency and Governance Quality: What Indonesia’s Market Stress Revealed

This article examines recent volatility in Indonesia’s equity market following MSCI’s investability and ownership transparency concerns in early 2026. It considers broader governance implications, drawing on OECD observations regarding ownership concentration and minority shareholder influence.
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2026 Japan Benchmark Policy Webinar

Watch our Japan 2026 Benchmark Policy Webinar.

2026 Japan Benchmark Policy Webinar

Watch our Japan 2026 Benchmark Policy Webinar.
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Stewardship in Action: Engagement Snapshots on Consumer Rights and Unethical Business Practices

This article relays how Glass Lewis’ Stewardship team engages on protecting consumer rights with a transportation technology company and on addressing unethical business with a pharmaceutical company.

Stewardship in Action: Engagement Snapshots on Consumer Rights and Unethical Business Practices

This article relays how Glass Lewis’ Stewardship team engages on protecting consumer rights with a transportation technology company and on addressing unethical business with a pharmaceutical company.
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