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!
voting

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.
icon/pencil Created with Sketch.

Record and track

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

icon/file Created with Sketch.

Generate stakeholder reports

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

icon/business Created with Sketch.

Maximise stakeholder value

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

icon/process Created with Sketch.

Prioritise

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

Latest insights


ESMA’s new sustainability guidelines for funds

The European Securities and Markets Authority (ESMA) has set a new benchmark to curb the risks associated with greenwashing. ESMA’s recent publication of final guidelines…


SI Engage empowers UK’s board-level ESG committees

As businesses face increasing pressure from regulators, investors, and the public to demonstrate their commitment to sustainability, the need for effective governance structures has become more apparent than ever. A recent Chartered Governance Institute (CGI) study revealed that UK businesses respond…


UK climate strategy: Twice unlawful

In a landmark decision, the UK High Court has once again found the government’s plan to achieve net zero emissions by 2050 inadequate, ruling that it fails to meet legal standards. This judgement reaffirms concerns about the government’s reliance on undeveloped technologies and unclear…

Optimise your ESG engagement process with SI Engage

optimise esg
Top