Facilitate your engagements with portfolio holdings
Create engagements and insert all information needed in a structural manner. Depending on the objective, you can create a thematic engagement, targeting multiple companies or a single engagement, targeting one company.
When creating an engagement you can define a range of data points such as ESG-category, materiality, extent of impact, the SDG’s related to the engagement and more.
Engagements



Documentation
All information gathered by you and your colleagues can be documented internally at one place. This simplifies the workload and enhancing transparency and availability. All interactions can be logged at the platform, ensuring that no information gets lost. It can be valuable information collected from meetings, phone calls, email, visits or reports.

