Decoding Effective Stewardship, Recommendations for Impactful & Data driven Stewardship

Introducing Global Search: Instantly Find Entities, Funds, and Portfolios

You can now quickly locate any company, fund, or portfolio across your dashboard using the new global search functionality. Simply start typing a name or keyword into the search bar at the top of your dashboard to:

  • Find companies across your engagement universe
  • Search funds to view associated issues and interactions
  • Locate portfolios and drill into related entities

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