Invest Smarter, Manage Efficiently: Boost Your Daily Stewardship with Maanch Engagement Tracker’s New Features
The investment industry stands at a critical juncture where enhancing stewardship resources is not just beneficial but essential for long-term sustainability and risk management. The insights from the Stewardship Resources Assessment Framework, the Global Stewardship Resourcing Survey, and the comprehensive Stewardship Resourcing Report shed light on the current practices and underscore the urgent need for a structured, data-driven approach to stewardship resourcing.
Additionally, investment professionals face numerous daily challenges, from managing schedules and tracking engagements to staying on top of important dates and tasks.
To address these challenges, Maanch Engagement Tracker is dedicated to providing innovative solutions, making it easier for users to achieve greater daily stewardship efficiency. We tackle inefficiency with a three-pronged approach: structured measurement, enhanced transparency, and cultivating collaborations. By integrating powerful tools and functionalities, Maanch ET streamlines workflows, boosts productivity and ensures every detail is captured. In this blog, we’ll delve deeper into specific challenges faced by investment professionals and showcase how Maanch ET conquers them.
Structured Measurement:
Adopting a structured measurement approach is vital. It enables organisations to quantify stewardship efforts and align them with overarching sustainability and risk management objectives. Structured measurement provides a clear framework for assessing the impact of stewardship activities, ensuring that efforts are targeted and effective. Without a structured approach, organisations may find it challenging to demonstrate the value of their stewardship activities, potentially undermining their sustainability goals and risk management strategies.
Feature: Customised and Detailed Reporting for Deeper Insights
Reporting has always been a challenge. Asset managers need the flexibility to create reports that meet their specific needs and reflect the nuances of their engagements. We’ve introduced a range of new reporting filters based on client feedback and recent trends. Users can now tailor their reports to focus on engagements related to particular topics or generate reports for specific teams. These enhancements offer greater flexibility and customisation, enabling users to derive more precise insights from their data.
Feature: Keep Track of AGM Dates
Timely engagement with companies before AGMs is crucial for informed decision-making and effective voting strategies. On Engagement Tracker, we display upcoming Annual General Meeting (AGM) dates directly on the dashboard. Users can plan their engagements well in advance of the voting season, ensuring they can inform companies of their decisions or clarify any questions in a timely manner.
Enhancing Transparency:
Improved reporting and transparency around stewardship activities allow for better monitoring and comparison, therefore fostering a culture of accountability and continuous improvement. Transparency ensures that all stakeholders, including investors, regulators, and the public, have a clear understanding of stewardship practices and outcomes. Without enhanced transparency, there is a risk of inconsistent reporting and a lack of accountability, which can then lead to stakeholder distrust and potential regulatory issues.
Feature: Maintain Companies Watchlist
Keeping a close eye on the performance of companies that require the most attention is crucial. Creating a watchlist for companies on Maanch ET allows users to monitor high-priority entities effectively. By adding companies to a watchlist, investment professionals can easily track their performance and receive updates, ensuring they can act swiftly when necessary. Without a dedicated watchlist, keeping track of numerous high-priority companies can be cumbersome and prone to oversight.
Feature: Close the Engagement Loop with Outcome Logging
Effective stewardship requires not just initiating engagements but also evaluating their outcomes to assess effectiveness and impact. Our new functionality allows users to seamlessly add and report issue outcomes when closing an issue. By analysing the outcomes, asset managers can determine whether the engagement objectives were met, evaluate company performance, and refine future strategies. Without automated logging and analysis of issue outcomes, asset managers may struggle to assess the impact of their engagements.
Feature: Stay Informed with Relevant News
Staying updated with the latest ESG news about portfolio companies is essential for making informed investment decisions and effective engagements. For this reason, we added the News API feature, which provides seamless access to recent ESG news of portfolio companies. By integrating this feature, investment professionals can quickly access relevant news, helping them stay ahead of potential issues and opportunities.
Cultivating Collaborations:
Encouraging collaboration within the industry can enhance the effectiveness of stewardship activities, pooling resources for a greater collective impact. Collaborative efforts can lead to shared best practices, joint initiatives, and more significant overall progress in sustainability and risk management. Without collaboration, organisations may work in silos, missing out on opportunities for synergy and collective action that can drive more substantial change.
Feature: Track Email Communications Efficiently with Outlook Integration
Investment professionals often need to log numerous email communications, which can be time-consuming and prone to errors when done manually. Our integration with Outlook allows users to log emails directly into the Maanch Engagement Tracker without manual copying and pasting. This automation saves valuable time and enhances productivity by streamlining the workflow. By ensuring that all communications are accurately recorded, investment professionals can maintain a comprehensive record of interactions, which is crucial for effective engagement and accountability.
Feature: Stay on Top of Engagements with Reminders
Missing key engagements or follow-ups can hinder effective stewardship and damage relationships with stakeholders. This is why we developed the new Reminders feature, allowing users to create custom reminders for important engagements. This ensures that no critical meeting or task is overlooked, enhancing organisation and follow-through. By setting timely reminders, asset managers can proactively manage their engagements, ensuring they address all necessary actions promptly.
Conclusion:
In the fast-paced investment industry, achieving greater daily stewardship efficiency is paramount. Maanch ET’s latest features address the key challenges faced by asset managers, from managing schedules and tracking engagements to staying on top of important dates and tasks. By providing tools that streamline workflows, enhance productivity, and ensure no detail is overlooked, Maanch ET empowers users to maintain high standards of stewardship. These innovations not only save time but also enhance the effectiveness of engagements, contributing to long-term sustainability and risk management in the investment industry.
