Decoding Effective Stewardship, Recommendations for Impactful & Data driven Stewardship

Create Issues and Interactions for Funds and Underlying Companies

We’ve enhanced the Engagement Tracker to provide deeper visibility into stewardship activities across your investment structure. With this new feature, you can now: Create and track issues at the fund level enabling you to capture thematic or strategy-wide stewardship objectives.

Log interactions directly against funds making it easier to monitor engagement across multiple layers of investment. Simply select a fund to add new issues or record related engagements with portfolio companies.

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