Engagement Management Platform

Workspace data sharing

Workspace Data Sharing

A new module within the Engagement Management Platform designed to support workspace-to-workspace data sharing of stewardship efforts.

The module empowers investors to improve transparency, operational efficiency, and reporting practices by sharing and consuming engagement data between workspaces.

Key Capabilities

Workspace-to-Workspace Data Sharing

Share engagement records and associated data between designated workspaces using customizable engagement filters.

Governance-Friendly Workspace Structures

Support separate workspaces across teams, subsidiaries, external managers while maintaining controlled data visibility where needed.

Operational Efficiency

Reduce manual reporting and administrative complexity through structured data-sharing workflows.

Clear Data Segmentation

Subscribed engagement records are clearly identified within receiving workspaces, allowing organizations to distinguish shared activity from internally managed engagements.

Who Is It For?

Asset Managers

- Increase transparency of stewardship efforts to asset owner clients
- Streamline stewardship operational and reporting workflows
- Improve governance across teams or subsidiaries through separate workspaces

Asset Owners

- Strengthen oversight of stewardship conducted on your behalf
- Harmonize engagement data collection across managers
- Reduce operational burden associated with monitoring and reporting

Multi-Team Investment Organizations

The module also supports organizations operating across multiple teams or subsidiaries that require separate workspaces but structured stewardship data sharing between.

Collaborative initiatives

For collaborative initiatives using a joint workspace, data can be integrated with member workspaces for centralization purposes.

How It Works

Organizations can create subscriptions based on saved engagement filters. Once configured, engagement data can be shared to separate workspaces either automatically, or by manually “publishing” updates when ready.

Key Benefits

Improved stewardship transparency

Technology-enabled data sharing

Streamlined reporting workflows

Governance-friendly workspace structures

Schedule a Demo

Related Products and Services

Active Stewardship Engagement

Boost engagement efficiency and impact with our comprehensive stewardship program.

Custom Engagement Services

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

Vote Disclosure 

Share voting practices securely through a fully customizable website.

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