Case Study: Findlay Park Partners enhances stewardship reporting with Glass Lewis's Esgaia

Findlay Park Partners manages 10bn EUR in AuM with Glass Lewis

Findlay Park Partners, a UK-based asset manager, faced the challenge of enhancing its stewardship reporting to meet the requirements of the UK Stewardship Code. Its legacy approach using Excel was inefficient for managing the complexity of its evolving stewardship efforts, making data tracking and reporting difficult. To address this, the firm turned to vendor Glass Lewis, utilizing its Esgaia platform for improved engagement data management.

By implementing Glass Lewis's purpose-built Esgaia solution, Findlay Park gained a structured system for recording engagements, tracking outcomes, and analyzing data for robust reporting. This saved the firm significant time on administration and reporting, allowing its team to focus more on meaningful stewardship action. The measurable impact included improved capabilities for communicating stewardship activities to clients and meeting specific reporting deadlines for the Stewardship Code and PRI.

Findlay Park Partners