Streamlining engagement for investors

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

Centralise data

Record and track engagements

Improve stewardship reporting

Track

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

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.

Record and track

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

Generate stakeholder reports

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

Maximise stakeholder value

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

Prioritise

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

Integrations

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,
Stewardship Manager
Liontrust

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,
Investment Manager
Liontrust

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