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

Integrated Voting Data

Align your engagement and voting activities for more effective stewardship. Connect historical and upcoming meetings, proposals and vote decisions to your ongoing engagement work .

Simplify Engagement Reporting

Simplify engagement reporting with a single platform that provides detailed insights and data on progress, trend analysis, issue spotlights, and case studies. Use the built-in platform analytics to generate pre-set charts, branded with your colors, for external reporting.

Track Real-Time Progress

Investors enrolled in our Active Stewardship Engagement program can view Glass Lewis’ engagement activity conducted on their behalf in real-time onthe Engagement Management Platform.

Customizable Tracker

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

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 outcomes from completed engagements​. Plus, download case studies and raw data to use for internal and external reporting. ​

Workflow for Asset Owners with External Managers

1

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

2

Request Data:
Share your templates with external managers.

3

Import Files:
Centralize portfolio-specific data on the Engagement Management Platform.

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.

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

Explore Our Insights 

Visit Our Resource Center

United States and Canada 2026 Benchmark Policy Guidelines Webinar

Watch members of our Research team provided an overview of the key updates to our 2026 Benchmark Proxy Voting Policy Guidelines for the United States and Canada.

United States and Canada 2026 Benchmark Policy Guidelines Webinar

Watch members of our Research team provided an overview of the key updates to our 2026 Benchmark Proxy Voting Policy Guidelines for the United States and Canada.
Learn More
Learn More

Continental Europe and United Kingdom 2026 Benchmark Policy Guidelines Webinar

Watch members of our governance, ESG, and remuneration experts provided an overview of the key updates to our 2026 Benchmark Proxy Voting Policy Guidelines for Continental Europe and the UK.

Continental Europe and United Kingdom 2026 Benchmark Policy Guidelines Webinar

Watch members of our governance, ESG, and remuneration experts provided an overview of the key updates to our 2026 Benchmark Proxy Voting Policy Guidelines for Continental Europe and the UK.
Learn More
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The Climate Intelligence Landscape: Current Limitations and the Road to Improved Financial Signals

This article explores the type of signals investors seek when it comes to climate intelligence research for their portfolios and the status and limitations of the current data landscape.

The Climate Intelligence Landscape: Current Limitations and the Road to Improved Financial Signals

This article explores the type of signals investors seek when it comes to climate intelligence research for their portfolios and the status and limitations of the current data landscape.
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The Evolving Investor Approach to Climate: Examining Shareholder Proposals as a Forum on Climate Change, Reporting and Emissions

Investors’ consideration of climate and other environmental, social and governance (ESG) matters has evolved significantly in recent years.

The Evolving Investor Approach to Climate: Examining Shareholder Proposals as a Forum on Climate Change, Reporting and Emissions

Investors’ consideration of climate and other environmental, social and governance (ESG) matters has evolved significantly in recent years.
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