In 2017, the ESG Research team built out a tool that allows the team to better track and communicate engagement activity. This involves tagging the relevant ESG indicators discussed and assessing the company's progress on each indicator. Improvements since the last engagement can be discerned by changes to the assessment score, as determined by the ESG analyst. The tool then emails an engagement note directly to portfolio managers and analysts who own or follow the company.
We collect instances where companies have changed or made a formal commitment to changing their practices on an anecdotal basis. Please see the engagement examples section to read about several instances with this type of tangible outcome.