We screen your portfolio against international norms, engage with the companies that breach them, and document every step. Our analysts do the analysis. You get the record.
What we offer.
Reporting comes from the record.
Every dialogue is logged, theme coded and linked to its evidence. We build the quarterly and annual reports from that record, ready for PRI and Stewardship Code filings, and every figure in them traces to a source.
Twelve engagements in dialogue across four themes. Five milestones advanced this quarter, three commitments falling due, every vote cast under the mandate’s own policy. Each line in the report opens to the meeting note, the letter or the filing behind it.
each linked to its log
dated and evidenced
reasoning written out
Illustrative report card · asset owners now audit engagement records dialogue by dialogue
And people carry it to the board.
Every programme has a named steward who has spent years in these meetings. They put the questions to the company in your name, and log what was promised.
Dear ,
We write on behalf of institutional shareholders of . In the report on income tax information your group filed for 2025, reports profit before tax of against tax paid of .
We would welcome the board’s account of how this position aligns with the group’s published tax principles, and we ask that the reconciliation discussed on be published with the coming annual report.
Yours faithfully,
Steward to the mandate · AYVES BV, EindhovenEngagement changes companies. The effect is measured.
The causal literature on engagement is young and it is consistent. Engagement moves targets, boards and risk, and the measured effects are largest at the companies most coverage misses.
26,792 engagements evaluated against matched controls by the world’s largest pension fund. Climate engagements cut Scope 2 intensity and raised price to book. Virtually none showed negative effects.
Successful engagement cuts a holding’s value at risk by roughly 9 percent of a standard deviation. Environmental incidents fall 26 percent afterwards.
Engagement effects are strongest at smaller companies, precisely where coverage is thinnest today. The largest 200 holdings averaged ten dialogues a year. Below rank 400, three.
Findings reported as published · full citations on request
Your programme continues.
For investors whose stewardship provider is winding down: we run the same themes with the same engagement discipline, carried by people who have run these dialogues for years, now with every holding covered and every figure traceable.
Send your themes and your holding list · you get a programme design