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 

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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.

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.
Learn More
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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.

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.
Learn More
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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.
Learn More
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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.
Learn More
Learn More