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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!
Get Started Today
Get in touch for a demo