Active Ownership

Engage with the companies you research and invest in, to influence their strategy and actions

If you engage with companies directly to advocate for change, it can be a challenge to plan and keep track of your interactions, and stay true to the purpose of your engagements over time. With CalibreRMS, you can plan, record and report on your engagements, to drive meaningful change in your portfolio landscape.

Company Engagements

Set objectives for your engagements, and track your team’s interactions with a company over time

Progress monitoring and reporting

Keep track of progress against objectives, and view engagement progress and activity metrics at the portfolio-level

Proxy Voting

See your proxy voting activity over time alongside other company data. Identify significant votes and record your rationales