Your Engagement Strategy. Built for What Comes Next.

Glass Lewis is committed to the future of investment stewardship.

The engagement services market is undergoing a significant change. Following the announcement that Morningstar Sustainalytics will discontinue its engagement services, many investors are considering what this means for their existing engagement programs - and what they need from an engagement partner going forward.

At Glass Lewis, our direction is clear. We are committed to engagement and expanding our capabilities to support investors as their stewardship needs evolve.

Let’s talk stewardship
Combining stewardship expertise with trusted research, proxy voting and purpose-built technology, we help investors put their engagement strategies into action - and connect engagement with the wider stewardship process.

Navigating Change in the Engagement Market

For investors affected by the discontinuation of Sustainalytics’ engagement services, the immediate priority is understandably continuity.

Existing company dialogues need to be considered. Engagement objectives and histories need to be preserved. Internal stakeholders need clarity. And any transition to a new model or provider needs to be carefully managed.

Glass Lewis can support you through that process.

We are focused on making any transition as seamless as possible, including the migration of existing engagement data and continuity of dialogue to avoid disruption and keep momentum.

Importantly, many of the leaders who brought Sustainalytics’ Stewardship Services to Morningstar now hold leadership roles at Glass Lewis, bringing a deep understanding of the business and what is required for institutional grade stewardship and engagement services.

Let’s talk stewardship

Committed to Engagement.
Investing for the Future.

We believe engagement will continue to play an important role in effective investment stewardship. That is why we are expanding our capabilities to provide investors with greater expertise, capacity and flexibility.

Currently, we are focused on:

Enhancing the engagement services

Including launching a norms-based engagement programme built on the Global Conduct Monitor (GCM), our forthcoming proprietary screening product, which includes a dedicated conflict zone module.

Continuing our custom engagement efforts

Performed on behalf of specific clients, tailored to their objectives, sectors and stewardship priorities.

Expanding our engagement team

With experienced professionals who bring direct familiarity with the types of norms-based and thematic programmes that institutional investors depend on.

Our Engagement
Management Platform

Leverage its reporting capabilities to support clients’ engagement activities and reporting needs

Our ambition is to provide investors with a long-term partner that can support not only the execution of engagement programs, but the broader stewardship strategy around them.

Reviewing Your Engagement Arrangements?

Whether prompted by recent market developments or part of a broader review, choosing an engagement partner involves more than comparing service coverage.

We can work with you to consider:

Continuity

How do you maintain momentum across existing engagements and company relationships?

Coverage & Capacity

Where can external engagement expertise extend the reach and effectiveness of your internal team?

Integration

How should engagement connect with governance research, proxy voting and escalation?

Data & Technology

How will engagement history, objectives, interactions and outcomes be captured, monitored and reported?

Future Requirements

What capabilities will your stewardship team need from its engagement partner over the coming years?

More Than Engagement in Isolation

Connect engagement with your wider stewardship strategy.
Effective engagement doesn't happen in a vacuum. Engagements, objectives, activities and the decisions you ultimately take at the ballot are all interconnected. Glass Lewis brings those elements together.
Let’s talk stewardship

Research & Insights

Draw on trusted governance, climate and sustainability research to identify material issues and inform engagement priorities.

Engagement Services

Extend your reach with specialist support for norms-based engagement, custom campaigns, and thematic programs.

Proxy Voting

Connect engagement with voting and escalation, helping create greater alignment across your stewardship activities.

Stewardship Technology

Use the Engagement Management Platform to record, monitor and report engagement activity, objectives and outcomes in one structured environment.

Let's Discuss What Comes Next

Whether you need to ensure continuity, evaluate alternative providers, transition an existing program, or reconsider your engagement strategy more broadly, our team can help you assess your options.


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Let’s talk stewardship