Engagement International is an independent ESG (environmental, social and corporate governance) engagement provider, serving institutional investors to be active responsible owners through corporate engagement dialogues. The fact that Engagement International is not involved in any own investment activities enables independence and professionally representing clients’ interests during engagement dialogues with the companies the clients invest in.
Engagement International is collaborating with MSCI ESG Research and developed various sets of ratings for evaluating a company’s management efforts on ESG incidents, material ESG issues, general sustainability and corporate governance setup, as well as selected E, S or G themes such as systemic matters like climate change and corporate tax. The purpose is to reflect a company’s current status of ESG risks & opportunities, as well as the management thereof, to measure how much and in which direction progress has been achieved since day one of the engagement.
Based on a combination of ESG data, insights collected during the engagement dialogues together with the underlying proprietary milestone assessment’s KPIs, Engagement International provides the clients with clear and visible results of the engagements conducted on their behalf with portfolio companies around the world via face to face meetings, conference calls and emails. The created client portfolio reports together with the company engagement reports and investment signal reports indicate each client the extent to which a company in her/his portfolio is aligned with the client’s commitment to responsible investment.
In addition to Engagement International’s main business activity of providing engagement services to institutional investors like just described, Engagement International also supports clients with bespoke solutions, e.g. to the clients’ own engagement efforts.
Engagement International's responsible investment consulting may cover all elements of full-service engagement: 1) helping clients with formulating a responsible investment policy and advising on the corresponding necessary set up, 2) providing due diligence of client portfolios twice a year, 3) conducting engagement dialogues (as described above), 4) engaging with the clients’ stakeholders such as beneficiaries, asset managers, media etc., and 5) assisting clients with their responsible investment related reporting obligations.
Last but not least, in collaboration with the partner Minerva Analytics, Engagement International is also offering proxy voting services and voting recommendations for AGMs to clients, as well as monitoring of the clients’ asset managers’ investment decisions and AGM voting behavior.