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.
We are proud to advance engagement for leading asset managers with a combined AUM of £55 billion.
Customisable templates make it fast and easy to record issues in a few clicks. Manage access and permissions as required.
At team, fund and organisational level. Data is automatically visualised and customisable to stakeholder requirement, saving time and valuable resource.
Link proxy voting activity (ISS) to engagements for efficient internal and external collaboration.
Identify escalations and seek timely action on the issues that matter.
SI Engage has really advanced our client reports. It’s easy to pull a report by issue or fund, with a summary of engagements undertaken. It’s useful for tracking other engagements that have taken place, and will over time serve as an important repository of previous engagements and letters relating to a particular issuer.
Natalie Bell,
As an investment manager, I use SI Engage to create, monitor and track the progress of our team’s engagement with investee companies. The system is easy to use and is flexible for our needs and offers us a consistent process for tracking activity and progress against KPIs and it makes it easier to generate tailored engagement activity reports for clients. Communication with the tech team has been great, and I would certainly recommend SI Engage to anyone looking to better report engagement activity across their portfolios.
Harriet Parker,
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