Analysis
Consolidate all your ESG analysis, proxy votes, engagement notes, and ratings in one central, structured location. The Stream turns this data into actionable insight. Use AI to generate answers, automate reports, and deliver client-ready content - from identifying ESG risks to summarising portfolio themes. Track internal ESG and fundamental ratings with powerful visualisations. Automatically tag notes and documents to uncover key topics like ‘carbon’ or ‘diversity’ in seconds. Set and monitor targets tailored to your team’s priorities, from net zero goals to diversity metrics.

Engagement
Track and organise all engagement activity using custom templates and shared note-taking, from ESG discussions to research meetings. Distribute tailored questionnaires to your holdings, monitor responses, and follow up with ease. Prepare for collaborative engagement with other active managers to maximise impact. Maintain full visibility of historic proxy voting records via ISS or Glass Lewis integrations.

Reporting
Generate custom, client-ready reports in seconds. The Stream transforms your data into detailed, automated reports for both clients and regulators - tailored to your exact needs. Use AI to streamline RFP responses by drawing from previous answers and platform data, then assign questions across your team. Craft impactful case studies that showcase your engagement and highlight how companies have evolved through your influence.