Collective Insight
You've been invited to participate in our pilot initiative to advance stewardship goals through anonymized collaboration.
Register for your free account to participate or enter your e-mail below to receive additional information about pilot participation.
FAQs
Are you ranking or assessing this information?
No. In contrast to our Voting for Sustainability ranking of investors based on their public voting records, this pilot is focused solely on enabling private information-sharing to enable peer insights for investors and a new form of collaboration.
Why are you running this pilot?
The research on collaborative engagements finds them up to 10x more impactful than direct engagements. Part of the explanation of this finding is that multiple investors echoing the same request has resonance within companies.
With nearly 20% of the average stewardship teams' time spent in collaboration, we're convinced that what investors are currently missing is insight into what others are engaging on at your portfolio companies. No one is an expert in every topic: we've built software tools to enable learning from leaders in the interest of supporting more impactful engagement.
How do you ensure I stay anonymous?
Confidentiality is guaranteed by our general terms & conditions and further reinforced with the pilot terms on our order form.
What do I need to create an account?
Creating an account is free. Once you log-in you will see the various modules we're offering including our Voting for Sustainability ranking results.
When is the deadline?
We've extended the deadline and are requesting full 2023 engagement records by December 20th in order to be able to map them together and provide you with your custom analysis on January 15th.
What is the catch?
Pilot participation is completely free. With our first-of-its-kind engagement tracking software, this peer data-sharing can happen in real time. We're leveraging the insights and feedback from this pilot to further build out our existing engagement tracking solution to serve you better.
When is our next chance to participate?
The goal is to cover the 2024 engagement records in the first half of 2025 without conflicting with AGM season. This will be decided based upon participants' feedback.
What asset classes are in scope?
We're set up to accommodate engagements with corporates--both public and private equity, as well as corporate fixed income--and engagement with sovereigns, to accommodate the growing number of investors recognizing the importance of engaging at sovereign level as well.
Do you have a template we should use?
The template indicating the main & optional fields for gold-, silver- and bronze-level participation can be downloaded here. We've slightly adapted the Swiss Association for Responsible Investments template, which has been adapted from the ShareAction template that built on the UK Stewardship Code and the ICSWG Engagement Reporting Guide.
Looking forward to your participation!
amplifying investors' voices to enable better decisions