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
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.
Add an issue
Add an interaction
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