Track voting, engagement, and stewardship performance across all your managers, with standardised data, automated oversight, and clear reporting.
See how external managers are exercising stewardship across your portfolios: proxy voting, engagement, escalation, and outcomes, side by side.
Every vote cast by every manager, across every holding.
Who each manager is engaging, on what, and how often.
Where managers have escalated, and what followed.
Climate objectives, targets and transition engagement.
Board composition, remuneration and audit issues raised.
What actually changed at the company as a result.
Managers use different formats, frameworks, and definitions. We standardise them automatically, so your team can compare across mandates and portfolios.
Any format, ingested and mapped to one structure.
Normalised to a common resolution taxonomy.
Consistent fields for company, theme and objective.
Aligned definitions so metrics compare cleanly.
Track every vote across every manager and holding. Surface divergence from your policy as it happens, not at quarter end.
Flagged as they are disclosed, with manager rationale.
Where a manager votes both ways on the same issue.
Resolutions on your priority themes, surfaced first.
Contested items at your largest holdings.
Where managers split on the same resolution.
See which engagements are driving change, and which are not. Track objectives, escalation, and real-world outcomes, not just activity volumes.
Coverage across your holdings, not just headline counts.
What each manager is actually asking the company to do.
Whether managers escalate when progress stalls.
Evidence of change, linked back to the engagement.
The platform continuously flags the things you'd otherwise have to dig for. Your team intervenes where it counts.
Voting or engagement that runs against your policy.
Long-running objectives with no escalation behind them.
Claims in reporting unsupported by the underlying record.
Patterns that contradict a manager's stated approach.
Material holdings with little or no activity logged.
Generate clear reporting for trustees, investment committees, regulators, and stewardship disclosures, with transparent evidence and full oversight records.
Plain-language summaries of how each manager is performing.
Comparative scorecards with drill-down to the evidence.
Stewardship Code and SDR-ready submissions.
Public reporting built from the underlying record.
Designed around how asset-owner stewardship teams actually work.
Asset owners use Manager Monitoring to scale oversight efficiently across asset classes, jurisdictions, and reporting frameworks.
Leave manual spreadsheet work behind: everything you need for asset-owner stewardship oversight, in one platform.
You set the standard. Managers upload what they already have. AI does the structuring. The full picture comes back to you.
Upload your stewardship policy, voting guidelines, and KPI framework. Managers see them on login, with deadlines attached.
Managers drag and drop the reports they already produce: PDF, Excel, CSV, Word. No reformatting required.
AI reads each document, extracts the data, and maps it to your framework. Gaps and inconsistencies flagged.
Validated, standardised data lands in your dashboard, ready to interrogate, evidence, and export.