Excel for Engagement Management: When it's Time to Break Up
Blog on key benefits and challenges of using spreadsheets for engagement tracking.
Insights and perspectives on investor stewardship and engagement best practices
- Jun 8
- 2 min
System Integrations to Improve Engagement Workflow and Data Management
Blog focused on Esgaia’s approach to systems integrations for better data management and more streamlined workflows
- Jun 1
- 3 min
Aligning Your Process According to Engagement Sequences
Blog describing how Esgaia's software help investors set a solid engagement structure aligned with best practices.
- May 16
- 2 min
Using Data and Cloud-based Infrastructure to Advance Investor Practices
Capital market leaders increasingly recognize the cloud as a destination to access advanced software applications to optimize operations
- May 9
- 3 min
Active Ownership to Reduce Climate Impacts Across Investment and Lending Portfolios
Blog covering initiatives that support financial institutions’ climate actions, focused on active ownership to maximise real world impacts
- May 4
- 4 min
Interview with Paul Chandler on Active Ownership and What Lies Ahead
Focus on opportunities and challenges, expectations, and roles for more effective investor stewardship. As originally published in...
- Apr 28
- 2 min
Improve Asset Owner Stewardship Reporting Using Esgaia Software
Aggregate your appointed asset managers’ engagement activities to support your stewardship reporting and AM engagement
- Apr 19
- 1 min
Terra Alpha Investments selects Esgaia to optimize the engagement process
Terra Alpha implements Esgaia’s engagement tracking software to support active ownership practices.
- Apr 12
- 4 min
Why We Need Both Shareholder Activism and Investor Engagement
Responsible investing has a powerful ally in both activism and active ownership. This blog considers recent developments in both.