In a recent opinion paper, ESMA (the Pan-European Financial Regulator) emphasized the critical role of active engagement as a powerful tool for driving change and transition. For that reason, claims of engagement must be substantiated with factual evidence.

The Challenge: Proving ESG Engagement

While many investment firms regularly engage with issuers on ESG matters, providing clear, organization-wide evidence of these efforts can be challenging. Current workflows, often based on MS Excel, fall short in several key areas:

• Access and Retrieval: Remembering file names and locations can be difficult, and accessing data entry interfaces often requires multiple clicks.
• Data Integrity: Excel offers limited user control over data input, leading to inconsistencies, version control issues, and compromised data integrity.
• Data Structure: Data structures frequently fail to comply with good data management principles, making it difficult to maintain organization and accuracy.
• Audit Trail: Excel lacks traceability features, making it impossible to track who changed what data and when.
• Automation: Critical functionalities like creating engagement cases and linking documents and activities are not automated, leading to inefficiencies.

The Solution: Streamline Your ESG Engagement with ResearchPool

ResearchPool’s solution addresses these challenges head-on, enabling you to log, upload, and tag activities, documents, and notes directly from MS Outlook, Word, Excel, and PowerPoint. This makes it easy to track ESG engagement by issuer, sector, type, and other criteria, ensuring that your investment decisions are more informed and transparent.

Benefits of ResearchPool’s Solution:

• Seamless Integration: Log and manage ESG activities directly from the tools you already use.
• Enhanced Data Integrity: Maintain consistent, accurate data with built-in input rules and permissions.
• Comprehensive Audit Trail: Keep track of all changes with detailed traceability features.
• Automated Workflows: Streamline your processes with the ability to create and manage engagement cases effortlessly.

Ensure your ESG engagement is both effective and verifiable. With ResearchPool, you can focus on making an impact, driving change, and facilitating transition.