What the Project Is
Maanch is an intelligent platform that helps investment teams streamline engagement and evidence outcomes – all in one operating system. Designed to make stewardship scalable, the platform transforms traditional, manual stewardship practices that depend on outdated spreadsheets into a dynamic, purpose-built solution. Institutional investors, constantly under pressure to demonstrate effective, outcomes-driven stewardship, now have a tool that enables smarter decisions, stronger outcomes, and full regulatory alignment… turning reporting tasks into strategic advantages.
Main Benefit
Numerous advantages are at the core of Maanch’s functionality. A few key points include:
- Operational inefficiencies eliminated by replacing manual processes.
- Enhanced visibility into engagement progress across managers, funds, and teams.
- Heightened assurance of auditability and compliance necessary for regulatory demands.
- Insight-rich scorecards generated in real time for ongoing performance measurement.
- Streamlined reporting with tailored outputs to meet SFDR, SDR, UK Stewardship Code, and TCFD requirements.
Engagement Management Solutions
At the heart of the platform is the Maanch Engagement Tracker, which orchestrates every issuer engagement. This system supports planning, tracking, and managing interactions – from bilateral to collaborative or thematic workflows. It allows investment teams to structure engagement plans that align directly to their priorities, capture every touchpoint with precision, and verify actions for complete compliance. With full interaction logs, timelines, and escalation tracking, the Engagement Tracker turns fragmented engagement activity into verified, scalable outputs… making stewardship accountable and future-ready.
Advanced Reporting & Data Integration
The platform offers a robust reporting and disclosure engine that generates tailored outputs in formats like Excel, PDF, or custom options. This ensures that all data is compliant with upcoming and current regulations while remaining fast and accurate. In addition, Maanch supports seamless data integration with internal systems, ESG providers, and CRMs via file uploads, SFTP, and API connections – automating updates and eliminating data duplication. The inclusion of a custom fields builder further adapts the platform to align with internal taxonomies, enabling bespoke engagement templates and status categories. This attention to detail helps technical and strategic teams alike, ensuring that every bit of data drives better stewardship outcomes.
Smarter Navigation & Role-Based Features
Enhancing usability, the platform is designed with smart navigation capabilities and role-based access. AI-assisted navigation and smart search ensure that compliance teams, portfolio managers, and analytics professionals quickly find the information they need, tailored to their specific roles. The system’s ability to empower users with role-specific views fosters a dynamic environment where every team member can contribute to maintaining regulatory and reputational standards. In addition to these features, collaborative scheduling and workflow assignments mean that engagement tasks are distributed effectively, aligning with internal priorities—making the entire process more fluid and responsive.
Collaborative Scheduling & Custom Management
The platform’s collaborative scheduling capabilities allow teams to assign and track engagement activities seamlessly across various departments. By enabling users to filter engagements by theme, fund, sector, geography, and escalation levels, Maanch transforms data into a structured engagement management system. The ability to upload and manage issuer lists for targeted campaigns simplifies group actions and strategic planning. This system not only supports detailed issuer and portfolio dashboards to visualize engagement activity and key ESG indicators, but it also integrates proxy voting to link engagement records with votes – ensuring that every stewardship initiative is transparent and auditable.
The Project Impact
- SDG 9: Industry, Innovation, and Infrastructure – Given the platform’s advanced technology integration and automation features.
- SDG 12: Responsible Consumption and Production – Through streamlined reporting and enhanced ESG engagement, the system contributes to sustainable practices.
- SDG 13: Climate Action – Embedding sustainability into every decision-making process supports a greener future.
- SDG 17: Partnerships for the Goals – Collaborative workflows and data integration foster transparent partnerships across global financial services.
Project Overview and Vision
Maanch is a groundbreaking platform in the other financial services industry, certified as a B Corp with a score of 108.3. The powerful platform aligns with global regulations and addresses rising stakeholder expectations, turning stewardship into measurable impact. Maanch not only serves asset owners, managers, and consultants in managing structured, verifiable stewardship data but also embodies a vision to make sustainability non-negotiable. Its mission of empowering organisations to embed sustainability into decision-making reflects a deep commitment to impact investing and CSR practices. With its cutting-edge technology, structured data integration, and a focus on end-to-end stewardship management, Maanch continues to significantly influence how stewardship is approached in financial services, harnessing the power of impact, technology, philanthropy, and SDGs.
