The leading platform for investment stewardship data management
Improve your tracking, coordination and reporting by centralizing engagement & voting data in a cloud-based solution.
Trusted by 50+ investors globally managing more than €5 trillion in assets.
Advance the engagement process
Purpose-built functionality helps you improve activity recording, progress monitoring, and stakeholder reporting.
Access everything in one place - current engagements, history of interactions, complete communication logs, and more.
Improve stewardship reporting
Automated engagement statistics support smooth entity and product-level disclosures.
Analyze and export recorded data via a statistics dashboard, or use PDF case studies and a website plugin for live disclosures.
Enhance team coordination
Flexible recording and coordination enables proper information access and minimizes workflow disruption.
Operationalise the workflow using system integrations, email plugin, and notifications.
Align stewardship efforts
Stewardship-related operational and data silos can create barriers to engagement success. With Esgaia’s Voting Dashboard, you can bring information together and access data in one place.
Esgaia’s voting dashboard will help you create a more integrated and seamless workflow, leading to better decision-making!
What our customers say
Karine Hirn
Partner, Board chair, Chief Sustainability Officer,
East Capital Group
While our investment teams have the primary responsibility for active ownership activities which are fully integrated in our investment processes, Esgaia is instrumental in ensuring adequate management and monitoring of engagements across our portfolios, as well as proper oversight. We use esgaia for reporting purposes to internal and external stakeholders.
Viktoria Voskressenskaia
Sustainability analyst, Öhman Fonder
I use Esgaia on a daily basis to log my dialogues and activities with companies I engage with. The functions I appreciate the most, are the follow up function to keep track of my dialogues, the KPI function to follow the progress, and the fact that I can store all notes and presentations, including from collaborative dialogues.
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