ENGAGEMENT MANAGEMENT PLATFORM

Streamline Your Engagement Tracking and Reporting Efforts

Track, record and report via Glass Lewis' dedicated Engagement Management Platform.

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As regulatory demand for detailed engagement efforts grows, Glass Lewis' Engagement Management Platform enables investors to efficiently track, record, and report their stewardship efforts—simplifying processes, boosting transparency, and centralizing workflows for a seamless and impactful experience.

Key Features and Benefits

Seamless Stewardship Data Integration

Integrate your engagement and voting activities for more effective stewardship.

Import voting data including historical and upcoming meetings, proposals and vote decisions to link voting to your ongoing engagement work.

Simplify Engagement Reporting

Benefit from a single platform that provides detailed insights and data on progress, trend analysis, issue spotlights, and case studies.

Extensive data export options include data tables, a graph library, email export service, and our own disclosure service.

Track Engagement Progress

Track stewardship efforts over time, measure progress towards objectives, and coordinate engagements across teams.

Investors enrolled in Glass Lewis' engagement programs can view activity conducted on their behalf on the Engagement Management Platform.

Empower Integrated Workflows

Integrate the platform into your existing workflows. Leverage SFTP and APIs to automatically import and export data, and use our Outlook add-in to easily import emails and meetings to the platform, fully aligned with your engagement templates.

Engagement Tracking and Reporting for Asset Managers

1

Record​ your engagement objectives ​activities, in addition to any notable controversies or shareholder meetings and votes​.

2

Track​ your team's tasks and progress towards objectives, any responses received from companies you engage with, and schedule in-app or email reminders.

3

Report on your efforts to internal and external stakeholders using different reporting capabilities such as data exports, disclosure services or workspace data sharing.

Workflow for Asset Owners with External Managers

1

Define Templates:
Build engagement templates to align data capture with your objectives.

2

Request information:
Share your templates with external managers using either files or assigned workspaces.

3

Import data:
Manual or technology-enabled import of stewardship data performed on your behalf.

4

Analyze & Benchmark:
Review engagement activity and voting coverage as a part of your recurring performance evaluation.

5

Report to Stakeholders:
Amalgamate the data in stewardship reports and disclose it to stakeholders.

Workspace Data Sharing

Improve stewardship transparency and reporting practices through workspace-to-workspace data sharing.

Developed in response to client demand, the module enables structured sharing of engagement data between workspaces.

It is designed to support use cases across asset managers, asset owners, multi-team investment organizations, and collaborative initiatives.

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Centralizing Coordination in Collaborative Engagement Initiatives

Centralized Engagement Tracking

The Engagement Management Platform can also be used by collaborative engagement initiatives to centralize engagement tracking, monitoring and coordination.

Shared Workspace Governance

Using one workspace and user permissions for suitable process governance, a secretariat and members can use a joint central workspace to access and coordinate efforts across engagements.

Streamlined Data Sharing

With the launch of the Workspace Data Sharing module, this data can then be integrated with any member-specific workspaces, to streamline data access.

Related Products and Services

Active Stewardship Engagement

Boost engagement efficiency and impact with our comprehensive stewardship program.
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Design

Custom Engagement Services

Custom service leveraging our Stewardship team to manage and execute engagement campaigns for investors.
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Design

Vote Disclosure


Share voting practices securely through a fully customizable website.
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Design

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