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.

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

You can now organize proposals by the meeting they belong to, providing a clear overview of discussions and decisions within a specific meeting. You can also customize your workflow by rearranging columns with a simple drag-and-drop, giving you more control over how you view and manage your data.

Simplify your workflow with our customizable date formatting feature! Whether importing proxy voting data or exporting reports, you can now standardize date formats to suit your preferences. Start customizing today for smoother data management!

System reminders proactively notify you of critical actions, such as inactive issues or issues with agreed actions due. Reminders integrate seamlessly with your Outlook calendar, offering a unified view of the most important tasks.

Your Microsoft Outlook contacts can be imported into the dashboard to tag them to interactions and scheduling meetings. You can also map contacts to entities in the dashboard.

Staying on top of critical stewardship activities can be a challenge. This new feature now allows your team to create custom reminders on specific due dates and delegate to team members.

Maanch has partnered with Sustainalytics to track direct engagements with portfolio companies and Sustainalytics Engagements all in one place.

Our latest AI feature is designed to streamline your ESG reporting process. This innovative tool uses artificial intelligence to automatically suggest relevant GRI, Organisation, and SFDR topics based on your issue descriptions.