Corporate engagement and decision making tracking platform for investors

SI Engage is a platform built for asset managers and ESG / stewardship teams to plan, track and report on their corporate engagements and investment decision making.

With a flexible operating model and client reporting module, SI Engage enables every member of a team to quickly and easily ensure that corporate engagement and voting data can be used to promote the credentials for positive change of a fund or the entire company. For enrichment of reporting, the platform can integrate with ESG data providers such as MSCI and Sustainanalytics and corporate voting tracking systems such as ISS.

There is also a module that tracks and reports on investment decisions, using custom criteria from your unique investment process, to ensure only compliant, high-conviction stocks enter your portfolio with full auditability. This ensures that every stock in your portfolio is backed by a transparent, high-conviction rationale and a complete audit trail for total confidence.