Welcome to the Maanch Engagement Tracker’s resource centre
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SFDR PAI Indicators
Link your engagements to mandatory or additional PAI indicators, and establish related objectives for progress monitoring.
- Data Capture
Voting Module
Centralise your engagements and voting data in one place and report with confidence on your investment-decisons.
- Data Capture
Reporting 2.0
Experience enhanced visual reports and export options in compliance with evolving regulations like SFDR, GRI, UK Stewardship Code, and more.
- Reports and Analytics
Outlook Integration
Visualise all your portfolio engagements and appointments at one place, which means you’ll never have to worry about being double-booked.
- Integration
Engagement Insights
Export engagement details in CSV or XLSX by Objective, Start date, ESG, or other filters, customisable as per your needs.
- Customisable Data Exports
Timeline for Engagements
Review historical engagements or meetings scheduled by both yourself or team members, and conveniently edit as required for improved record-keeping and collaboration.
- Timeline Log
Portfolio Categorisation
Categorise the portfolio fields based on your requirements, from a range of options to personalise such as geographical region, country, sector, and type of organisation.
- Data Capture
Engagement Methods
Update your engagements as per the method employed from a range of options such as individual/collective letters, email, and visit to operations.
- Data Capture
Engagement Labels
Enjoy the complete flexibility of unlimited customisable labels, to maintain an organised and personalised dashboard, enabling quick locating.
- Data Capture
