investment stewardship platform

Engage with impact.
Report with ease.

Stewardship is now a crucial part of responsible investing.
With Impactive as your central activity hub, all investment interactions, ESG engagements, voting and research are managed in one awesome shared space.

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Investors

Simplify stewardship: Boost efficiency, compliance, and data management effortlessly.

A cloud-based platform purpose-built for tracking, reporting, and analysing portfolio engagements to enhance collaboration, transparency, and global regulatory compliance.

Log Interactions

Keep tidy notes of your interactions with investee companies. Link to ESG themes and objectives for powerful tracking and reporting.

Set Engagement Objectives

Set out big-picture initiatives and more detailed engagement objectives. Link to single or multiple companies. See all related interactions and data.

Track Progress

Real-time charts and visual analysis help you to see engagement progress, spot problems and keep work on track.

Share Knowledge

Improve information-sharing across your firm. Access internal and external research and ratings in one place.

Manage Reporting

Confidently report on your engagements. Easily export data in formats primed for stewardship reporting.

View Ratings and Research

Build a clearer picture of how each portfolio company is performing on ESG by uploading internal and external research either manually or through APIs.

COLLABORATION

See the big picture

Your dashboard makes it so easy to see where you have been spending your time, how you are performing against your ESG objectives and where you need to focus your attention most.

Interactions

Keep clean, consistent records

An intuitive system to help you log your interactions with investee companies and other organisations so that you can more effectively share knowledge internally and tackle ESG and client reporting with confidence.

Workflow

Stay organised and connected

Set up initiatives and link your interactions with companies to clearly defined engagement objectives. Organise and assign tasks, helping your teams see immediately what they need to do, which tasks are a priority, and when work is due.

RESEARCH

Bring research together

Showcase your internal and external research in the research hub. Impactive allows you to feed-in ratings and research from your preferred research providers, as well as in-house.

Reporting

Report with ease

Custom and stewardship-optimised templates help you save time and produce richer reporting for clients, RFPs and regulators.

FEATURES

There is so much to explore

Here are some of the features you will love

Stewardship

Initiatives & projects

Engagement objectives

Sentiment signals

Quick meeting notes

Teamwork

Real-time collaboration

Task delegation

Deadlines

Progress tracking

Reporting

Templates for regulatory reporting

Tagging by keywords

APIs & Integrations

flexibility

Flexible technology

We know that one size doesn't always fit all. That's why we will work with you to customise elements of the platform to work seamlessly with your workflows and systems.

Bespoke integrations

We work with you to elegantly integrate your existing data feeds

Modern stack

Uses React web technology and MongoDB backend to provide a fast and reliable cloud experience

Security

Set access permissions and controls with the flexibility to empower users while securing private data

LET’S TRY!

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WHITEPAPER

Asset managers: Effectively navigate the evolving ESG challenges of today

Whether you work in investment, ESG, compliance or communications, you're likely to be affected by major shifts in regulation and client demand on ESG. Download our 20-page whitepaper to a get holistic understanding of the key ESG hurdles and how to overcome them.

The Five Biggest ESG Hurdles for Asset Managers