Streamlining engagement for investors

Use SI Engage to quickly and easily plan, track and report on activity across your portfolio companies


Use our intuitive dashboard to create and plan engagements for your investment team in seconds.



Prioritise and discuss your investment team’s engagement in full context with complete visibility. Track progress against KPI's.



Improve visibility on engagements based on real-time, visual data that your team can put to use.

Trusted by industry leaders

We are proud to advance engagement for leading asset managers with a combined AUM of £55 billion.

Powering your investment workflow

The all-in-one data capturing system. SI Engage supports every member of your investment team to quickly and easily ensure that corporate engagement data can be used for positive change of a fund or the entire company. We're here to simplify stewardship.
  • Manage, measure, report and improve using our intuitive interface.
  • Turn complex data into meaningful insights. Download and customise stakeholder reports.
  • Integrate third party systems, as well as internal communication tools to minimise workflow disruption.
  • Compliant with industry standards and regulations.
  • We continually release new features to improve user experience!

Customise to your needs

Every team has a unique process for engagements. Use our out-of-the-box features and workflow, or we can add customisations to suit your needs.
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Record and track

Customisable templates make it fast and easy to record issues in a few clicks. Manage access and permissions as required.

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Generate stakeholder reports

At team, fund and organisational level. Data is automatically visualised and customisable to stakeholder requirement, saving time and valuable resource.

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Maximise stakeholder value

Link proxy voting activity (ISS) to engagements for efficient internal and external collaboration.

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Identify escalations and seek timely action on the issues that matter.

Latest insights

FCA’s new Sustainability Disclosure Requirements

The Financial Conduct Authority’s (FCA) latest announcement on the UK’s Sustainability Disclosure Requirements (SDR) and investment labelling regime is reshaping the landscape for asset managers. Originating from discussions at the 2021 COP26 Summit, these changes are pivotal for those…

COP28: A turning point for climate policy and ESG strategies?

COP28 begins as the urgency for actionable solutions to climate change is starkly evident. Recent environmental crises like floods in Libya, wildfires in Canada, and global heatwaves underscore this. But unique to this conference is the inaugural…

Green economy reacts to UK Autumn Statement

The UK Chancellor Jeremy Hunt’s Autumn Statement has prompted varied reactions from the green economy. While there are some positive steps noted, the general consensus is that the 110-point plan falls short of what…

Optimise your ESG engagement process with SI Engage

optimise esg