Solutions for ESG Teams
Specialised tools for engagement tracking, ESG analysis, and reporting to enhance sustainable investing capabilities.
Analysis
Consolidate all ESG research, from historic proxy records and engagement meetings to thematic updates and ratings, in one centralised location. The Stream uses this data to deliver AI-powered answers to portfolio questions, automated reports, and client-ready content. Automatically tag notes and documents to uncover key themes, visualise internal and external metrics in your chosen format, and set flexible targets for your holdings, such as diversity or net zero alignment.
Engagement
Categorise notes from engagements and ESG discussions with ease using custom templates, and share insights across teams internally. Streamline and track joint engagement with other active managers to achieve even greater impact. Maintain full visibility of historic proxy voting records through ISS or Glass Lewis integrations.
Reporting
Effortlessly generate detailed, customisable reports for clients and regulators that meet your exact needs. Create and distribute tailored questionnaires for your holdings, tracking status and response rates alongside the rest of your research. Leverage AI to generate RFP answers based on past responses and platform data. Craft compelling case studies that showcase your impact and illustrate how companies have transformed over time through your engagement.
Scale Your ESG Impact
Join leading ESG teams using The Stream to automate research, track engagement, and deliver powerful insights.