Making Better Stewardship Easier.

Unlock systematic stewardship with the only purpose-built, end-to-end stewardship solution.

  • Engagement management, tracking, and auditable reporting
  • Primary source data and research
  • Collaboration across teams and coalitions
  • AI integration finetuned for the enterprise

Stwrd’s Gen AI-infused tools enable systematic stewardship programs that are scalable, auditable, and that facilitate flexible reporting.

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Visualize Your Activity

View all your stewardship activity, from high level overviews to the smallest details. Track engagements, objectives, events, company interactions and the themes associated with them. Effectively manage your stewardship program to further demonstrate fiduciary responsibility.

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All Your Engagements in One Place

Manage corporate engagements, coalitions, campaigns, teams, and stakeholder relationships. Engagement records capture all relevant data needed to effectively track and report on stewardship activity.

Never again tell a client: "That data isn't available."

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A Unique Space for Every Engagement

Stwrd has been designed to accommodate engagement tracking as well as engagement execution. Each engagement, coalition, and team has a collaboration space that can be used to coordinate participant activity. Collaborate internally or invite guests from partner and target organizations to securely engage on Stwrd. Streamline collective efforts and capture every interaction for auditable reporting.

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Auditable Reporting

Auditable engagement records document due diligence and intentionality. Regulators are stepping up their efforts to combat greenwashing. Stwrd is your best opportunity to get in front of new regulation. Customize how you view, export, and use your data.

Easily satisfy regulatory requirements around the globe.

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Teams, Campaigns, and Coalitions

Dedicated team and coalition spaces facilitate a coordinated approach to stewardship across the organization. Organize teams, execute campaigns, and streamline collective efforts, eliminating endless emails and tedious updates. Track and manage engagement activities at the coalition and team level, or aggregate activities across multiple teams and collective efforts.

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AI Integration

Stwrd uses an optimal combination of artificial intelligence and human-in-the-loop processes to improve search, create efficiencies, and mitigate administrative burden. Uncover critical data buried in disclosures, publications, and research. Identify themes, organizations, and individuals across documents, audio recordings, transcripts, and other platform content.

 

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Primary Research

Access traceable data and research sourced from a wide range of stakeholders to support independent decision-making. Build relationships with primary sources of research and subject matter experts to monitor evolving issues not captured in available data.

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Holistic Analysis

Seamlessly transform your workspace between quantitative and qualitative views to analyze data from every angle. Holistically analyze multiple data sources to attain a comprehensive understanding of material issues. Deepen insights by reviewing contextual information or engaging with research authors and data owners to ask the questions that matter to you.

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Who Uses Stwrd?

Investors

Engage with companies and stakeholders. Organize, track and report on engagement activity. Leverage stakeholder data and research, through AI-enhanced holistic analysis, to uncover materiality.

Companies

 Streamline engagement requests, benchmark performance against peers, and produce evidence of sustainable practices for CSR and board reporting.

NGOs, Research Providers, & other Stakeholders

Increase your reach and maximize your impact. Expand the audience for your data and research, and supercharge your coalitions.

Governments & Regulators

Inform policy decisions through research and engagement with investors, companies, and stakeholders.

Unlocking Systematic Stewardship

ESG and sustainability are indispensable elements of modern business and investing. But there are problems: noisy and inconsistent data and ratings, a lack of standardization, poor accountability, and rampant accusations of greenwashing that undermine corporate and investor credibility as well as the value of ESG itself.