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.
Related Products and Services
Explaining the Transatlantic Pay Gap
The past year has seen extensive discussion regarding the competitiveness of the UK capital markets, and in particular the influence of the ‘transatlantic pay gap’, which many view as limiting UK public companies’ ability to attract, retain and motivate executives.
Explaining the Transatlantic Pay Gap
The past year has seen extensive discussion regarding the competitiveness of the UK capital markets, and in particular the influence of the ‘transatlantic pay gap’, which many view as limiting UK public companies’ ability to attract, retain and motivate executives.
The Glass Lewis Approach to Special Situations
In an era of frequent shareholder activism and shifting M&A dynamics, investors rely on rigorous independent analysis to make informed voting decisions with respect to a range of complex corporate situations.
The Glass Lewis Approach to Special Situations
In an era of frequent shareholder activism and shifting M&A dynamics, investors rely on rigorous independent analysis to make informed voting decisions with respect to a range of complex corporate situations.
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2025 Proxy Season Preview - Continental Europe
This proxy season looks to be defined by the contrast between competitiveness and governance, as several European markets are implementing legal changes intended to attract capital that may also threaten shareholder rights.
2025 Proxy Season Preview - Continental Europe
This proxy season looks to be defined by the contrast between competitiveness and governance, as several European markets are implementing legal changes intended to attract capital that may also threaten shareholder rights.
2025 Proxy Season Preview - UK & Ireland
With UK pay norms in question, the upcoming round of shareholder voting — and how companies respond to the results — will provide a clearer picture of the landscape going forward.
2025 Proxy Season Preview - UK & Ireland
With UK pay norms in question, the upcoming round of shareholder voting — and how companies respond to the results — will provide a clearer picture of the landscape going forward.