Streamlining engagement for investors

Use SI Engage to quickly and easily plan, track and report on activity across your portfolio companies
01

Plan

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

03

Track

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

02

Report

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!
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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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Prioritise

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

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