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Decoding Effective Stewardship, Recommendations for Impactful & Data driven Stewardship Download the Whitepaper

Plan. Track. Prove. Total Stewardship.

Maanch helps investment teams streamline engagement and evidence outcomes. All in one intelligent platform.
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OUR SOLUTION

Making Stewardship Scalable

Institutional investors are under increasing pressure to demonstrate effective, outcomes-driven stewardship — yet many still rely on outdated spreadsheets.

This fragmented approach results in:

  • Operational inefficiencies
  • Limited visibility into engagement progress
  • Heightened regulatory and reputational risk

The Maanch Engagement Tracker transforms your stewardship workflow. Our platform replaces manual processes with a purpose-built solution to plan, track, and evidence ESG engagements — enabling smarter decisions, stronger outcomes, and full regulatory alignment.

OUR APPROACH

End-to-End Stewardship, Made Simple

esg sustainability

At Maanch, we turn stewardship from a reporting task into a strategic advantage.

We combine deep expertise with advanced technology to help investment teams move from manual effort to measurable impact — embedding stewardship at the core of operations.

With Maanch Engagement Tracker, you can:

  • Structure engagement plans aligned to priorities
  • Capture every touchpoint across managers, funds and teams
  • Verify actions for auditability and compliance
  • Generate insight-rich scorecards in real time
  • Streamline reporting with compliance-ready outputs

Insights
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OUR CAPABILITIES

Your Stewardship Operating System

Engagement Management

Plan, track, and manage all issuer engagements with full interaction logs, timelines, and escalation tracking — across bilateral, collaborative, or thematic workflows.

Issuer & Portfolio Dashboards

Visualise engagement activity and ESG indicators across issuers, funds, and portfolios. Benchmark performance and export views for analysis and oversight.

Proxy & Voting Integration

Link engagement records to proxy votes. Track alignment, outcomes, and intent for complete auditability and stewardship compliance.

Collaborative Scheduling & Workflows

Assign engagement activities across teams, align with internal priorities, and track stakeholder involvement — ensuring continuity across time and team members.

Tagging, Filtering & Group Engagements

Filter engagements by theme, fund, sector, geography, escalation level and more. Upload or manage issuer lists for targeted campaigns and group actions.

Reporting & Disclosure Engine

Generate tailored outputs aligned with SFDR, SDR, UK Stewardship Code, and TCFD. Export in Excel, PDF, or custom formats — fast, accurate, and compliant.

Data Integration & System Connectivity

Connect seamlessly with internal systems, ESG providers, and CRMs via file uploads, SFTP, and API. Automate updates and eliminate duplication.

Custom Fields Builder

Adapt the platform to your internal taxonomy. Configure custom fields, engagement templates, or status categories with ease.

Smart Navigation & Role-Based Access

Empower users with AI-assisted navigation, smart search, and role-specific views for compliance, stewardship, PMs, and analytics teams.

Learn more

Testimonials

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The Maanch Engagement tracker should allow the industry to deliver much clearer engagement attribution to clients and hopefully, over time, support Banks’ efforts to demonstrate investor additionality.
Co-CEO Asset Management at UBP
Maanch innovation is a breakthrough for firms struggling with ever-changing rules and complex data requirements. It can offer firms a more efficient and precise way to meet their obligations by making compliance smarter, not harder.
Maanch Senior Advisor
Maanch Engagement Tracker is a game-changer, simplifying our engagement workflow, improving our efficiency and allowing us to focus more on delivering long-term value to our clients.
Portfolio Manager, UK Asset Management Firm
Bringing structure to content that is logged, having everything in one place (the ability to add results and scores from ESG research will help here), institutional learning and memory, and – my favourite – dates for when actions are due, so there is accountability. Surely no-one can track so many dialogues and their status on spreadsheets, lists or, worst of all, in their heads!
Head of Sustainability and Responsible Investing, UK Asset Management Firm
Co-CEO Asset Management at UBP
Maanch Senior Advisor
Portfolio Manager, UK Asset Management Firm
Head of Sustainability and Responsible Investing, UK Asset Management Firm

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