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