ISS STOXX
Stewardship Engagement Solutions
At ISS STOXX, we provide a comprehensive suite of solutions designed to support effective investor engagement. Our offerings range from essential voting support to advanced engagement reporting that fulfills both internal performance tracking and external regulatory requirements.
Our Suite of Stewardship Engagement Solutions
Engagement Disclosure Solution
Simplify and automate your engagement reporting
Our Engagement Disclosure Solution creates a fully branded, digital disclosure page embedded in your corporate website or as part of your internal engagement reporting. It enables transparent reporting of engagements with public, private, and governmental entities – using dynamic visuals, narrative content, and supporting documents.
It supports self-managed and collaborative engagement data, our Norm-Based and Thematic Engagement data, and third-party engagement data.
Key Benefits:
- Compliance-Ready: Aligns with Sustainable Finance Disclosure Regulation (SFDR), Shareholder Rights Directive II (SRD II), national and global stewardship codes.
- SFDR Principal Adverse Impact (PAI) Support: Export engagement data aligned with sustainability themes.
- Branded, Audit-Ready Outputs: Reduce manual effort and error risk.
- Flexible Data Sources: Use ISS STOXX data, internal data, or third-party data.
- Easy Integration: Upload via SFTP, API or through ProxyExchange.
It also connects with our Vote Disclosure Solution to provide a unified view of your stewardship activities. In summary, we provide a stand-alone, scalable solution that enhances transparency, meets regulatory expectations, and highlights your stewardship leadership – without requiring additional subscriptions.
Collaborative Engagement Services
Accelerate change through active ownership and dialogue
Institutional investors are under growing pressure to demonstrate sustainability transparency and accountability. Our Collaborative Engagement Services help you meet these expectations by aligning with global standards like Principles for Responsible Investment (PRI), The Sustainable Finance Disclosure Regulation (SFDR), stewardship codes, and the UN Sustainable Development Goals (SDGs).
We facilitate focused, outcome-driven engagement with corporate leadership—amplifying your influence, managing risk, and delivering measurable impact.
Our services include two distinct solutions:
- Norm-Based Engagement – addressing involvement in controversies of non-adherence to international standards.
- Thematic Engagement – focusing on key sustainability themes to enhance transparency, generate change and foster long-term value creation.
Drive Sustainable Accountability
Each year, we coordinate engagement with ~100 listed companies linked to environmental, social, or governance controversies – based on globally recognized norms for responsible business conduct. Our Norm-Based Engagement solution empowers investors to drive action on critical sustainability risks.
Why It Matters
- Amplify Your Influence: Join forces with peers to drive greater transparency and action from companies flagged for confirmed violations (RED) or credible (AMBER) allegations.
- Align With Global Norms: Align with the UN Global Compact, Organisation for Economic Co-operation and Development (OECD) Guidelines, and UN Guiding Principles.
Turn Engagement into Impact
Drive meaningful change through collaborative engagement with companies tackling critical sustainability challenges.
Our solution helps you:
- Address material sustainability risks efficiently.
- Measure outcomes with expert-led evaluation.
- Monitor progress across themes and companies.
- Improve transparency and performance on priority issues.
Our focus themes include Net Zero, Water, Biodiversity, and Gender Equality.
Engagement Suite
Simplify shareholder engagement. Strengthen transparency.
Engagement Suite is a web-based platform that helps stewardship and governance teams manage, track, and report on engagement.
Key Benefits:
- Centralized Management: Handle inbound requests, document discussions, and store historical data in one place.
- Compliance Made Easy: Generate reports to meet stewardship codes and internal requirements.
- Smart Insights: Monitor engagement health with custom indicators and tags.
- Seamless Integration: Sync with ProxyExchange to align engagement with voting workflows.
- Flexible Analysis: Filter by topic, issuer, portfolio, and date to uncover trends.
Whether you’re responding to outreach or driving proactive dialogue, Engagement Suite streamlines the process and delivers clarity.
Engagement Letter Writing
Engagement Letter Writing – Simplified, Streamlined, Integrated
Embedded within ProxyExchange, our Engagement Letter Writing tool helps you communicate voting intentions and rationale clearly – before and after shareholder meetings.
Key Benefits:
- Automate letter drafting to save time and reduce manual effort.
- Target companies for engagement using meeting data and outcomes.
- Integrate seamlessly with your proxy voting workflow.
- Comply confidently with global stewardship and regulatory standards.
Contact us to learn how we can help
with any aspect of your stewardship engagement strategy.
with any aspect of your stewardship engagement strategy.
