ESG Engagement Tracking Software for Investors
Esgaia offers specialised software to help you save time and improve quality by centralizing engagement management in a cloud-based environment.
Trusted by responsible investors globally
Advance the engagement process
Purpose-built functionality helps you improve activity recording, progress monitoring, and stakeholder reporting.
Access everything in one place - current engagements, history of interactions, complete communication logs, and more.
Improve stewardship reporting
Automated engagement statistics support smooth entity and product-level disclosures.
Analyze and export recorded data via a statistics dashboard, or use PDF case studies and a website plugin for live disclosures.
Enhance team coordination
Flexible recording and coordination enables proper information access and minimizes workflow disruption.
Operationalise the workflow using system integrations, email plugin, and notifications.
Increase influence through collaboration
Centralized engagement tracking facilitates for better coordination.
Collaborate with external parties using pre-defined engagement templates, live progress monitoring, and review functionality.
Partner, Board chair, Chief Sustainability Officer,
East Capital Group
While our investment teams have the primary responsibility for active ownership activities which are fully integrated in our investment processes, Esgaia is instrumental in ensuring adequate management and monitoring of engagements across our portfolios, as well as proper oversight. We use esgaia for reporting purposes to internal and external stakeholders.
Sustainability analyst, Öhman Fonder
I use Esgaia on a daily basis to log my dialogues and activities with companies I engage with. The functions I appreciate the most, are the follow up function to keep track of my dialogues, the KPI function to follow the progress, and the fact that I can store all notes and presentations, including from collaborative dialogues.
Partner, Portfolio Manager,
Our entire investment team uses Esgaia to track and monitor our engagement activity. The system is easy to use and allows us to structure our engagements in a consistent manner through the use of milestones and the tracking of relevant activities. We use the data regularly to help answer client enquiries.