Mais Callan talks with Quietroom about tech’s role in stewardship oversight

Stewardship is evolving. Asset owners today face an increasingly complex landscape, requiring more oversight, data, and transparency than ever before. So how can technology help? I recently had the pleasure of speaking at a Wednesday Wisdom webinar hosted by Quietroom, where we explored how digital tools can make stewardship more efficient, transparent, and impactful.

The challenges of modern stewardship

Asset owners are navigating an overwhelming amount of data, juggling spreadsheets, and working across fragmented systems. With increasing regulatory pressures, they must now go beyond traditional approaches, ensuring robust oversight and clear reporting while avoiding greenwashing risks. The question is: how can they streamline these processes?

Technology as the solution

During the webinar, I discussed how cloud-based platforms and AI-driven tools are transforming stewardship oversight. These technologies enable asset owners to standardise data across multiple managers, track voting and engagement activities in real time, and simplify reporting.

AI, while still emerging in the asset management space, is already proving useful in data analysis. Looking ahead, AI has the potential to act as a strategic co-pilot, providing asset owners with timely insights to drive better decision-making.

Steps for asset owners to take

To fully leverage technology in stewardship, asset owners should:

• Set clear data expectations: Ensure asset managers provide the necessary granularity in stewardship reporting.

• Build trust: Establish a foundation of trust to encourage transparent data sharing.

• Act quickly: Delays in adopting technology could result in falling behind regulatory and market trends.

• Embrace innovation: Financial services have been slow to adopt digital solutions, but now is the time to lead the change.

  
  

Join the digital stewardship movement

Digital transformation in stewardship is still in its early stages, but the pioneers who embrace it now will shape the future. If you’re interested in learning more about how technology can enhance your stewardship approach, I invite you to check out the full webinar recording here or get in touch to learn more about the Impactive Platform.