ENGAGEMENT SUITE

An end-to-end issuer engagement tracking and management solution

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ISS’ Engagement Suite provides investors with an effective and efficient means to manage their engagement activities across portfolio companies.

The full suite of services allows investors to manage inbound engagement requests from issuers, easily create and maintain engagement discussions and outcomes, and meet internal and external compliance and reporting needs.

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Easily and efficiently track engagement activity based on various criteria – topic tags, engagement health, date range, portfolios, watchlists, issuers, and more.

Investors can use ISS’ Engagement Suite to:

  • Input new or upload historical issuer engagement information for storing all
    data within one place
  • Track engagements with ‘traffic light’ health indicators, user-defined topic tags, and more
  • Export engagement activity for stewardship code reporting
  • Highlight upcoming and past engagement activity within voting workflow with
    full integration on ISS’ ProxyExchange
  • Manage inbound issuer engagement requests via investor-branded online
    engagement portal

ISS’ Engagement Suite facilitates productive collaboration and understanding between company management, directors, and shareholders by providing investors with a web-based solution for monitoring, tracking and managing engagement programs.

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