Kübra Ergün is a Research Analyst, Cindy Blaney is a Lead Analyst, and Francis Opada is a Senior Analyst at Glass Lewis. This post is based on their Glass Lewis memorandum.
About ASE and the Quarterly Report
Investment stewardship is evolving and deepening globally, as asset owners and managers need to manage risks, meet their clients’ demands, and comply with expanding regulatory requirements and voluntary frameworks. Glass Lewis has developed and introduced a comprehensive suite of Stewardship Solutions, including our Active Stewardship Engagement (ASE) program, to better meet the needs of today’s investors. The Stewardship team, representing institutional investor clients subscribed to the ASE program, is dedicated to engaging with public companies to discuss the identified ESG issues and track performance toward addressing those issues. The team sets measurable objectives, shares them with a company it wants to engage, and diligently tracks progress. The team engages with companies through written communication and engagement meetings, ensuring accountability and transparency.
These ASE meetings are separate and distinct from meetings with the Glass Lewis Research team, the group responsible for producing Glass Lewis’ Proxy Paper research reports. The company-specific issues discussed in ASE meetings with companies are based on the needs and priorities of subscribing ASE clients. They may not necessarily overlap with Glass Lewis’ Research policies and guidelines, and Stewardship does not disclose ASE issues, meetings, or progress with the Research Team.
