We have added functionality allowing you to seamlessly add and report Issue Outcomes while closing an Issue for improved tracking and resolution. You can also reopen an issue now if you need to make any edits.

We have added functionality to view the upcoming entity Annual General Meeting (AGM) dates directly on the dashboard.

Use the News API feature to seamlessly access recent ESG news of your portfolio companies.

Add collaborators extending beyond your organisation to log collaborative engagements and make decisions through collective intelligence.

Track controversies identified against a portfolio company to take timely action and mitigate risks.

Link your engagements to mandatory or additional PAI indicators, and establish related objectives for progress monitoring.

Centralise your engagements and voting data in one place and report with confidence on your investment-decisons.

Experience enhanced visual reports and export options in compliance with evolving regulations like SFDR, GRI, UK Stewardship Code, and more.

Visualise all your portfolio engagements and appointments at one place, which means you’ll never have to worry about being double-booked.

Export engagement details in CSV or XLSX by Objective, Start date, ESG, or other filters, customisable as per your needs.