The latest technology for fast and accurate client Implementation Statements and more efficient stewardship

This will display for Custom Fields Sections only.
featured image

Is supporting your clients with time-consuming, labour-intensive Implementation Statements keeping your team from focusing on delivering other valuable services? There’s a better way. With market-leading technology, you can quickly access the data you need to deliver Implementation Statements in one easy-to-use platform. Catch up on our recent webinar featuring the latest technology to provide more effective stewardship alignment between asset owners and managers.

Watch the on demand webinar to discover how we help:

  • Streamline data collection and aggregation for reporting.
  • Aggregate extensive vote data from fund managers that you can filter and export by scheme/plan, including fund manager rationale, significant votes, and proposal themes.
  • Improve visibility of voting activity across all funds by scheme and how it compares to your client’s stewardship policies.
  • Provide expression of wish/pass-through voting functionality (if provided by your client’s fund managers).

If you found this recording useful you might like these resources:

Watch previous event

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum ante ipsum primis