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Asset Management
Shareholder Engagement and Proxy Voting for ESG
Complexity
Medium
Timeline
10-14 weeks
Outcomes
4+
Challenge
Manual tracking of shareholder engagement activities and proxy voting with limited visibility into ESG voting patterns and impact.
Solution
Build shareholder engagement platform in Salesforce with meeting tracking, proxy voting integration, and ESG impact reporting.
Key Outcomes
- Centralized engagement activity tracking
- Automated proxy voting workflows
- ESG voting pattern analysis
- Comprehensive engagement reporting
Tags
shareholder-servicingesg-trackingasset-managementproxy-votingengagement
Implementation Timeline
10-14 weeks
Medium Complexity