There is an increased focus on Stewardship activities and solutions – specifically how to streamline and make engagement tracking more efficient and transparent. Maanch sets a new standard by revolutionising how organisations drive meaningful impact. Our Engagement Tracker goes beyond simple data collection, equipping you to maximise your potential through:

• Precision Tracking: Aligning engagement efforts with your mission and strategic objectives.
• Deep Insights: Transforming raw data into actionable intelligence to optimise decision-making.
• Enhanced Collaboration: Facilitating seamless communication and teamwork for shared success.
• Impact Measurement: Showcasing the measurable outcomes of your initiatives to stakeholders effectively.

Today, the need for advanced engagement solutions is more crucial than ever. Organisations grapple with challenges such as fragmented data, inefficient processes, and limited visibility into their impact. Maanch Engagement Tracker offers a transformative approach by addressing these pain points with a focus on structured tracking, real-time insights, and fostering partnerships. In this blog, we’ll explore the latest features of the Maanch Engagement Tracker, highlighting how they tackle everyday challenges and elevate your engagement strategy.

The Maanch Engagement Tracker – Newly Released:

1. Industry Integrations: 

• 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.

• 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 interaction, which is crucial for effective engagement and accountability.

• Choose issue topics using AI:
  • Maintaining consistency throughout your ESG Reporting can be tricky if teams aren’t aligned on topic selection. Our latest AI feature is designed to streamline your ESG reporting process. This innovative tool uses artificial intelligence to automatically suggest relevant GRI, Organisation, and SFDR topics based on your issue descriptions.

• Sustainalytics Integration:
  • Maanch has partnered with Sustainalytics to track direct engagements with portfolio companies and Sustainalytics Engagements all in one place. This seamless integration allows clients to access ESG insights alongside their existing data, enabling enhanced stewardship reporting and meaningful engagement with investee companies. Exportable reports in PDF and XLS formats simplify inclusion in annual ESG reports, with Sustainalytics data clearly distinguished from direct engagements.

2. Accurate Data View & Capture:

• 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. Consequently, users can plan their engagements well in advance of the voting season. This helps ensure they can inform companies of their decisions or clarify any questions in a timely manner.

• Close the Engagement Loop with Outcome Logging:
  • Effective stewardship requires not just initiating engagements but also evaluating their outcomes to assess effectiveness and impact. In fact, 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.

• Contact Book:
  • Up to date contact information and accurate logging of points of contact are extremely important to keep track of engagement progress. Your Microsoft Outlook contacts can now be imported into the dashboard to tag them to interactions and scheduling meetings. In addition, you can also map contacts to entities in the dashboard.

• 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 Engagement Tracker allows users to monitor high-priority entities effectively. By adding companies to a watchlist, investment professionals can easily track their performance and receive updates, therefore 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.

3. Reporting for Disclosures & Stakeholders:

• 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. Consequently, 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.

• Take Control of Your Date Formatting:
  • Simplify your workflow with our customisable date formatting feature! Whether importing proxy voting data or exporting reports, you can now standardise date formats to suit your preferences. Start customising today for smoother data management!

4. Internal Collaboration:

• 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, thus enhancing organisation and follow-through. By setting timely reminders, asset managers can proactively manage their engagements, ensuring they address all necessary actions promptly.

• System reminders – Never miss a KPI follow-up:
  • System reminders proactively notify you of critical actions, such as inactive issues or issues with agreed actions due. Reminders integrate seamlessly with your Outlook calendar, offering a unified view of the most important tasks.

Conclusion:

In the fast-paced investment industry, achieving greater daily stewardship efficiency is paramount. This is essential for generating long-term value and meeting the evolving needs of stakeholders. Maanch Engagement Tracker’s latest features address the key challenges faced by investment teams, 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’s Engagement Tracker empowers users to:

• Optimise stewardship workflows.
• Enhance collaboration and transparency.
• Drive and communicate measurable ESG impact with confidence. 
• Meet regulatory requirements with ease. 
• Strengthen relationships with companies.

To explore the power of Maanch ET please book a meeting directly with us here.