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ESG Engagement Tracking: From Challenges to Best Practices

Establishing a smooth engagement process workflow can be hard. To avoid suboptimal use of resources, investors need to holistically assess process efficiency and system capabilities.


Esgaia’s new eBook provides actionable insights and requirements for ESG teams and investment departments on how to successfully operationalise the engagement process.


Areas covered include:

  • Managing increasingly complex engagement strategies, while ensuring flexibility and scalability over time.

  • Effectivising stewardship reporting and disclosures on entity, product and engagement level.

  • The importance of focusing on the user experience to support ease of use, main use cases, and organisational alignment.

  • Why using system integrations is essential for smooth workflows across teams, and

  • How a cloud-based infrastructure can enhance internal and external collaboration.

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