The Stream

Research management and AI for ESG teams

Bring engagements, proxy votes, data and targets together in one platform, so you can show clients and regulators the impact of your stewardship.

See how it works
Engagement logClimateGovernanceLetter to the boardJanuary · SentCEO meetingMarch · Notes loggedTargets agreedJune · Net zero by 2040Progress reviewSeptember · Scheduled68%Net zero alignmentPortfolio target · 2040+12 pts this yearProxy votesISS · Glass LewisFor78% Against16% Abstain6%

Built for ESG teams

Stewardship, evidenced end to end

Track every engagement, vote and target, then show clients and regulators the difference your team makes.

01

Analysis

Keep all your ESG research up to date in one place: engagement meetings, historic proxy votes, thematic updates, ratings and analysis.

  • Ask the AI assistant questions like "What are the key ESG risks in our global equity portfolio?" and get answers drawn from your own research.
  • AI tagging organises notes and documents automatically, so you can find every engagement where a theme such as carbon came up in a few clicks.
  • See your team's fundamental and ESG ratings at a glance to explain your process internally and externally.
  • Set and track targets for your holdings, from diversity to net zero alignment.
NNvidia CorpNVDA · Technology$182.40+4.2%Price history1M6M1YNotes3 linkedReviewEngagementCall NoteAI summaryFrom 12 notes & filingsRatingsESGAAnalystBuyRiskLow
02

Engagement

Record every engagement and ESG discussion with custom templates, and share what you learn with other teams.

  • Categorise engagement notes with ease and keep them linked to each holding.
  • Send tailored questionnaires to your holdings and store responses with the rest of your research.
  • Track questionnaire status, monitor response rates and flag areas for follow-up.
  • Keep full visibility of historic proxy voting records.
Engagement logClimateGovernanceLetter to the boardJanuary · SentCEO meetingMarch · Notes loggedTargets agreedJune · Net zero by 2040Progress reviewSeptember · Scheduled68%Net zero alignmentPortfolio target · 2040+12 pts this yearProxy votesISS · Glass LewisFor78% Against16% Abstain6%
03

Reporting

Turn the data already in the platform into reports, RFP answers and impact stories.

  • Generate comprehensive, customisable reports for clients and regulators.
  • Upload RFP questions and let AI draft answers from past responses and platform data, then allocate them across your team.
  • Build case studies that show how companies have changed over time through your engagement.
NotesMeetings & reviewsRatingsFundamental & ESGTargetsHoldings progressProxy votesVoting recordsClient reportQuarterly · Auto-generated68%Net zeroAESG rating24EngagementsPDFWordExcel

More solutions

One platform, every team

The Stream connects research across your organisation. Explore how it supports other teams.

Equity Research

Company research, models, ratings and market data in one place, with AI that knows your house view. Used by equity teams at asset and wealth managers.

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Fund Selection

Fund reviews, ratings and due diligence in one place, with performance data and DDQs built in. Used by fund selection teams at wealth managers and investment consultants, often alongside equity and ESG analysts.

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Sales & Operations

Give sales and client teams fast, accurate answers on the house view. Used by sales, client service and distribution teams.

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Scale your stewardship impact

Join the ESG teams using The Stream to centralise research, track engagement and report on their impact with confidence.