Publication last updated June 2023

The Engagement Guide facilitates more focused, meaningful discussion between investors and portfolio companies about material sustainability-related risks and opportunities.

The SASB Engagement Guide for Asset Owners & Asset Managers, which has been updated to reflect the most recent update to the SASB Standards, helps investors:

  • Understand the industry-specific questions that can open the door to a meaningful discussion with portfolio companies about the material sustainability-related risks and opportunities they face.
  • Facilitate a more complete and robust assessment of a company’s long-term risks and value creation.
  • Focus conversations on sustainability factors that are likely to affect a company’s prospects.
  • Use the SASB Standards to further inform and enhance their engagement with companies.

Although the guide is primarily designed for shareholders, it can also help corporate professionals—such as boards of directors, senior executives, investor relations personnel, and others—better understand the evolving expectations of investors and prepare for constructive dialogue.

Please note: SASB Standards Knowledge Hub resources were developed before August 2022, at which time the International Sustainability Standards Board (ISSB) of the IFRS Foundation assumed responsibility for the SASB Standards. These items may include concepts that are not aligned with the way in which ISSB Standards are applied. They are being retained for historical context with respect to the SASB Standards. Please contact us with any questions.