ESG Enagement Tracking
ESG
ESG Engagement Tracking & Reporting
- Embeeds a workflow with high-level of automation and robustness to your ESG Engagement process across your organisation.
- Simplifies
Delivered Benefits
Interfaces that eases users data and content recording and tagging from the point of authoring (MS Outlook, MS Word, MS PowerPoint, and MS Excel)
Facilitated information sharing by making data and content easily accessible, retrievable, and usable, powered by advanced search and smart tables
R
Reporting made easy by aggregating data and content at the issuer level with robust and up-to-date issuer-to-instrument relationships
Activity Tracking
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Document Management
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Case Management
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Reporting
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Activity Tracking
Directly from Outlook, users can easily tag, log, and share interactions using fully customizable forms with various field types and configurations. This enables clients to replicate their data model within our database, simplifying user input.
Our solution offers a seamless experience, allowing users to perform data input tasks without switching interfaces.
All activities are organized by issuer, facilitating easy retrieval from the centralized digital repository.
Finally, activities can be linked to overall engagement efforts (cases).
Document Management
Directly from MS Word, MS PowerPoint, and MS Excel, users can upload, tag, and share documents in the centralized digital repository.
Users can also select whom they want to share documents with and use predefined and customizable fields to tag the relevant documents.
As with activities, documents are organized by issuer for easy retrieval.
Finally, documents can be linked to overall engagement efforts (cases).
Case Management
Users can create cases directly from Outlook for overarching ESG engagement efforts, using predefined forms with fully customizable fields and configurations. All users can then link activities and documents to these cases with a single click.
Activities and documents linked to a case can then be seen in a timeline along with any changes to predefined fields.
All engagement cases are organized by issuer, enabling easy retrieval from the centralized repository.
Reporting
Aggregated activities, documents, and cases at the issuer level can be automatically related to fund holdings via our robust issuer-to-instruments relationships.
This enables flexible and granular reporting at the fund and even at the holdings level.
The solution offers fully customizable, intra-day updated, and ready-to-use reporting to track and manage ESG engagement across the organization.