Easily capture, track, and report on ESG engagements to meet demands from stakeholders.
Asset managers are increasingly under pressure to communicate and prove to investors and other stakeholders the effectiveness of the stewardship. Many are challenged with tracking progress and documenting hundreds and sometimes thousands of annual engagements, often needing to work with investment teams to do so. Portfolio reporting is manual at best.
With VerityRMS (or standalone engagement tool VerityESG), funds can report by portfolios, by indicators, timeframes, and any datapoints relevant to their engagement reporting. Teams can view individual engagement stories and track the entire engagement lifecycle — from objective to meeting to proxy to outcome — all in one place. Client and regulatory reporting takes just a few clicks, rather than weeks.
Quickly create engagement reports that fulfill regulatory and client requirements.
Setting up and integrating your price target tracking is easy and can be customized to match your process.
Use the No-Code Admin Toolkit to create or adjust templates that capture your required engagement information.
Many customers connect portfolio data and/or ESG data (ISS, for example) to provide relevant context for reporting.
Build the dashboards and reports you need using the No-Code Admin Toolkit.
See how Verity accelerates winning investment decisions for the world's leading asset managers.
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