Embed Impact in your Business with our new Impact Strategy Program. Register now.

Optimise engagements
with your portfolio companies

Introducing the Engagement Tracker, an intuitive dashboard to facilitate efficient investor-investee engagement

Effective engagement is ...

The responsible allocation, management and oversight of capital to create long-term value for clients and beneficiaries leading to sustainable benefits for the economy, the environment and society.
- Financial Reporting Council, UK Stewardship Code 2020

Engagement and ESG


With data from over 50 firms in the UK, asset managers averaged 158 engagements in a year.


Even with increasing active engagements, the two-way engagement process between investors and portfolio companies is very inefficient.


There is increasing market and regulatory pressure on investors to demonstrate their stewardship.


Data sources are fragmented, data management is manual, tracking progress is difficult.


Communication between the increasing number of internal and external stakeholders is ad-hoc.

The Maanch Engagement Tracker

An engagement tracking tool for investors that facilitates targeted ESG impact over time

Reports Dashboard
Efficiently record and track issues, interactions and voting data.
Generate personalised impact insights and reports.

Easy-to-use, cost-effective solution for investors

There is growing regulatory and market pressure on investors to prioritise ESG, and within that, active engagement.
In 2020, the Financial Reporting Council released the second edition of the UK Stewardship Code (2020)– setting higher engagement standards for asset owners, managers and service providers.
Record Report Analyse Engage
Add an issue
Issues By Topic
Add an interaction
Issues Progress
In response to these complex and evolving challenges, we have developed the Maanch Engagement Tracker, a tool that allows you to easily and effectively capture every engagement with your portfolio companies:
  • Record every issue and interaction
  • Set and monitor ESG targets
  • Identify escalations and seek timely action
  • Aggregate engagement data over time
  • Organise ESG metrics and reporting
Read more about regulating engagement
Sustainable Development Goals

Intuitive data capture

Altuity Solutions
Add an issue Link an interaction
ID #ALT6851
Topics: Child Labor +5 more
ID #ALT6852
Topics: Security Practices +2 more
ID #ALT685
Topics: Public Policy +13 more
Investors can record any thematic or reactive issues identified with portfolio companies.
Add supporting documents
Record an interaction
Link an interaction
Added by James
Meeting or call on 24 Nov 2021 with CFO
Linked to Issue ID #ALT6851
Added by James
Questionnaire on 13 Dec 2021 with Head of ESG
Linked to Issue ID #ALT6852
Added by James
Meeting or call on 24 Nov 2021 with CFO
Linked to Issue ID #ALT6853
Each issue can be tracked through any interaction, including letters, meetings and emails, with portfolio companies.
Issues by Topic
ESG Alignment
Each issue and interaction is aligned with the latest ESG taxonomies, such as the Global Reporting Initiative (GRI) and the UN Sustainable Development Goals (SDGs).

Automated analytics and reporting

Top-level engagement statistics are updated in real-time and analysed across ESG topics.
Engagement reports are available at an organisational, fund and company level. Data is automatically visualised and tailored to a variety of stakeholders.
All engagement data, quantitative and qualitative, can be easily exported from the platform for bespoke analysis and reporting.
Measure every engagement with portfolio companies
Collaborative feedback between investors, portfolio companies and other stakeholders.
Promote sustainability priorities
Pie Chart
Reduce reporting time and costs

Simplify Stewardship

Like you, we want to see a positive change in the world. Our Engagement Tracker enables you to make impact-centric investment decisions by streamlining data and ensuring ESG targets are met.

Who is The Engagement Tracker for?

If you are a part of the investor ecosystem, it is likely that our tool will be appropriate for you.
Still not sure?
Asset managers
Investment funds
Impact & ESG funds
Stewardship service providers
Private banks
Private equity funds
Family offices
Risk management teams
Blurred Dashboard
Coming Soon

Regulatory Tracker

An intuitive dashboard for ESG tracking and reporting in compliance with SFDR, TCFD regulations
With the introduction of the Sustainable Finance Disclosure Regulation (SFDR) and Task Force on Climate-related Financial Disclosures (TCFD), sustainability disclosure is no longer voluntary. Financial Market Participants (FMPs) need comprehensive overview of how their investment portfolios perform on Principal Adverse Impact indicators (PAIs) and take action with appropriate fiduciary responsibility before reporting to regulators.
The Maanch Regulatory Tracker automates data capture, analysis and reporting to provide evidence to demonstrate compliance at entity and product level.
Get in touch to learn more