Engagement Services

We help investors manage reputational risk and increase corporate accountability through proactive, professional and constructive engagement.

Material Risk Engagement

Material Risk Engagement

A proactive engagement with companies with the greatest unmanaged financially-material ESG risks

Global Standards Engagement

Norms-based Engagement

Incident-driven engagement that identifies companies not in compliance with accepted international conventions, such as the UN Global Compact, OECD Guidelines and other accepted standards


Thematic Engagement

Proactive engagement services that focus on tackling the most challenging ESG issues, from climate change to child labor

A Holistic Approach to Stewardship

Sustainalytics and its predecessors have 25 years’ experience in active ownership and aims to become the leading provider globally. Working collaboratively with our asset owner and asset manager clients, we aim to foster a constructive dialogue with portfolio companies. All our engagements are informed by our extensive company-level research. In collaboration with investors, we facilitate all avenues of active ownership, including direct constructive dialogue with companies, assisting with shareholder resolutions and proxy-voting decisions. Clients are often invited to join conference calls with the relevant companies and can track real-time information on our Global Access, including email exchanges, meeting minutes and more.

Our Approach to Engagement

We believe effective engagement is a constructive process aimed at creating long-term investment value. To achieve this aim, engagement requires:

  • Clear engagement objectives that both resolve relevant issues and improve companies’ overall ESG performance
  • Constructive relationships built on two-way dialogue
  • Clear time frames for engagement results
  • Versatility and the use of all available engagement tools, including email communications, calls and meetings with management, conference calls, site visits and proxy voting
  • Working on a collaborative basis to leverage the power of ownership influence

Our Engagement Managers

Our constantly growing team currently consists of around 30 highly experienced engagement professionals, with extensive market knowledge. Our Engagement Managers are able to leverage Sustainalytics’ in-depth and diverse ESG research, which is supported by close to 300 research analysts and the largest dedicated ESG client servicing team in the industry.


The ESG Risk Ratings provides investors with a in depth view of ESG risks based on a comprehensive research framework that considers the most material ESG issues facing different industries.

Enable investors to monitor companies year round and assess their corporate governance structures, practices and behaviors.

Identify and gain insights on companies involved in incidents and events that may pose a business or reputation risk.

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