Engagement Solutions
Turn stewardship priorities into structured company dialogue, informed decision-making and transparent reporting with research-led solutions across the stewardship lifecycle.
Research-Led Stewardship Engagement
Our approach combines specialist company dialogue, sustainability intelligence and transparent processes with capabilities spanning the stewardship lifecycle.
Collaborative Engagement
Join other institutional investors in structured company dialogue on material sustainability issues, supported by specialist expertise, defined objectives and transparent reporting.
Norm-Based Engagement can help institutional investors address serious environmental and social controversies associated with established international norms.
Our specialists can use sustainability research and issuer analysis to identify companies, define objectives, coordinate dialogue and monitor developments on behalf of participating investors.
The service can help investors:
- communicate concerns to companies
- seek greater transparency around allegations and responses
- encourage improvements in policies, processes and risk mitigation
- monitor developments against defined objectives
- support stewardship reporting requirements
Thematic Engagement enables collaborative company dialogue on material sustainability themes.
Our specialists can establish objectives and key performance indicators, facilitate company dialogue and monitor progress. Participating investors receive reporting and opportunities to gain insight into company responses and developments.
Current areas include:
- Net Zero and the climate transition
- biodiversity impacts, dependencies and nature-related risks
- water-related risks and impacts
- gender equality in leadership and the workforce
Specialized Engagement Toolkits combine sustainability data, international norms expertise and regulatory knowledge to help support investor, stewardship-code and disclosure requirements.
USCCB Collaborative Engagement
USCCB Collaborative Engagement can help support company dialogue on environmental, social and governance themes aligned with recommendations in the investment guidelines of the United States Conference of Catholic Bishops.
SFDR Collaborative Engagement
SFDR Collaborative Engagement can help support collaborative company outreach addressing environmental and social themes associated with the Principal Adverse Impact indicators under the European Union’s Sustainable Finance Disclosure Regulation.
How Collaborative Engagement Works
Our structured process connects sustainability research and company prioritization with defined objectives, ongoing dialogue, progress monitoring and transparent reporting.
Stewardship Reporting and Company Communication
Extend your stewardship program with capabilities that can help communicate, document and disclose company dialogue and related activity.
The Engagement Disclosure Solution enables organizations to present activity through a branded digital disclosure page embedded within a corporate website or used as part of internal reporting.
Dynamic visuals, narrative content and supporting documents help communicate engagement activity involving public, private and governmental entities clearly and accessibly.
Engagement Letter Writing can help support year-round proxy engagement and company communication on voting and governance matters through ProxyExchange.
The solution can help users:
- identify companies using criteria including markets, agenda items and voting results
- prepare and manage company outreach within the proxy voting platform
- maintain records of company communication
- support requirements associated with stewardship codes and market regulation
Put Your Stewardship Priorities into Action
Whether you are establishing, expanding or reviewing your stewardship program, explore how ISS STOXX can help support research-led company dialogue, transparent reporting and disclosure.
The products and services described on this website are provided by entities within the ISS STOXX group and may be subject to different regulatory frameworks. These entities are separate, but affiliated, subsidiaries of ISS STOXX GmbH.
Stewardship Solutions, which consists of ISS STOXX Governance and ISS STOXX Sustainability, are provided exclusively by Institutional Shareholder Services Inc. (“ISS Inc.”) an Investment Adviser registered with the US Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. ISS Inc. provides its investment advisory services exclusively to institutional clients and does not serve the retail marketplace at this time. Additional information about ISS Inc., including its advisory services, fees, and conflict mitigation practices, is available in ISS’ Form ADV which is accessible through the SEC’s website at sec.gov and also our Compliance page.
All solutions under Indices including STOXX services, such as indices and benchmark data, are provided by STOXX Ltd. and are governed by the EU Benchmark Regulation.
The solutions listed below, which are offered by ISS Market Intelligence, are provided by Asset International Inc and/or its subsidiaries, and are not considered investment advisory services under the Investment Advisers Act of 1940.
- MarketPulse, Market Pro, Media Solutions and Market Sage cover data, analytics, research, insights, media, and market engagement solutions to the financial services industry.
- FundServices (“FWW”) solutions provide fund data, fund analytics, structured fund information and licensing services for financial institutions, distributors and asset managers.
- LiquidMetrix services include transaction cost analysis, execution quality assessment, and market surveillance.
ISS Market Intelligence’s class action solutions are provided by Securities Class Action Services, LLC and are not considered investment advisory services under the Investment Advisers Act of 1940.
ISS-Corporate services are provided by ISS Corporate Solutions, Inc. These services are not considered investment advisory services under the Investment Advisers Act of 1940.
This communication and all of the information contained in it, including without limitation all text, data, graphs and charts, is the property of ISS STOXX GmbH and/or its subsidiaries and is provided for informational purposes only. The information may not be modified, reproduced or redisseminated, in whole or in part, without prior written permission from ISS STOXX. All statistics referenced in this document are approximate and updated on an annual basis and, unless otherwise noted, relate to the year ending December 31, 2025.
None of the information included in this communication constitutes an offer to sell (or a solicitation of an offer to buy), or a promotion or recommendation of, any security, financial product or other investment vehicle, and ISS STOXX does not endorse or approve any issuer, securities, financial products.
ISS STOXX MAKES NO EXPRESS OR IMPLIED WARRANTIES OR REPRESENTATIONS WITH RESPECT TO THE INFORMATION.
©2026 ISS STOXX and/or its subsidiaries. All rights reserved.