Unlocking Systematic Stewardship

Engagement Management

Stwrd facilitates a coordinated approach to stewardship across the entire organization.

Organize teams and finetune engagement strategy, execute campaigns and streamline collective efforts.

Capture all your data within comprehensive and customizable engagement records.

Stwrd’s Engagement Management capabilities include:

Manage and monitor all of your engagement activity:

• Execute, track and measure your engagement activity.
• Organize team activity and engagement campaigns.
• Add collective activity and streamline workflows. 

Auditable Documentation & Analysis:

• Analyze the impact of corporate engagements, coalitions, campaigns, teams, and stakeholder relationships.
• Build auditable records that capture all relevant data to effectively track and report on stewardship activity.
• Leverage StwrdAI to prep and simplify engagement tracking.
• Customize your privacy settings to lock down your activity.

Reporting:

• Export data and produce rich reports that demonstrate due diligence and intent to clients and regulators.
• Export any metric from any record and any group.
• Effectively respond to any data request.
• Create custom and scheduled reports for clients, stakeholders, and regulators

Stwrd’s holistic analysis capabilities include:

Diverse Data Sources:

• Discover financial and ESG data and access unique datasets from global stakeholders.
• Explore sustainability reports alongside carbon emissions data, corporate internal control and process disclosures alongside human rights scores, earnings and conference call transcripts alongside engagement records and other ESG data.

Connect directly with issue experts:

• Start a conversation with the authors of the research.
• Converse directly with experts in their fields by reading their commentary, posting follow-up questions, or messaging them.

Holistic Research:

• Seamlessly transform your workspace between quantitative and qualitative analysis, and explore the research that supports the data.
• Identify key insights across financial and sustainability themes.
• Easily navigating between quarters and years within the same document series.
• Leverage contextual overlays associated with every available data point to shed light on related issues and discover other relevant information.

Engagement and Assurance Services

Leverage Stwrd’s expertise to help you fast track internal campaigns and external coalitions.

Stwrd’s Engagement Services include:

Dedicated, customized tools and services that facilitate campaigns and more:

• Pre-engagement research and foundation setting.
• Full service, engagement administration and operations.
• Coalition-building and administration.
• Multi-company collective engagement campaign administration

Stwrd’s Assurance Services include:

Documenting due diligence to combat greenwashing: 

• Capturing material data and building an ongoing audit trail as engagements progress.
• Full analysis of engagement claims by stewardship experts.
• Leveraging the stakeholder community on Stwrd to independently validate claims and write evidence to the blockchain.
• Building client confidence in your process with 3rd-party record assurance.

Stwrd’s AI-Enabled Insight capabilities include:

Sidebar UI: additional sources of insight are always available at your fingertips through a context-aware, pop-out sidebar, but can also be tucked out of your way.

AI-driven suggestions: Stwrd’s AI is always accessible to make recommendations for the user’s consideration. Find potential relevant research, data, themes, and even issue experts on the platform.

SASB aligned analysis: all data, documents, and AI insights are mapped to the Sustainability Accounting Standards Board framework to make the user’s analysis more actionable.