assets managers

Create a truly integrated RI approach

Impactive is more than just an engagement tracking system. It helps both fund managers and ESG teams work together in one shared space for maximum knowledge sharing and effectiveness.

A workspace optimised for RI

Impactive will become an indispensable resource to make Responsible Investment a seamless process within your firm.

Be in control with your dashboard

See who’s doing what in relation to companies you are following at your firm. Stay on top of your and your team’s actions, engagements, deadlines and research. Get alerted to any changes through custom notifications.

Record and view interactions

Every analyst, fund manager and ESG lead at your firm can quickly record their discussions with companies and easily apply thematic tags.

Track engagement progress

To be more effective at stewardship, you need to record and measure the specific objectives you are looking to achieve and progress you are making. Impactive lets you do this with a super intuitive workflow.

Be clear about stewardship outcomes

Comply with industry best practice stewardship reporting by identifying outcomes from company or public policy engagements

Plug in your research and ratings

Impactive lets you build up a bespoke research and ratings hub by uploading internal or external research. We can set up automated APIs for your chosen data sets, as well as manual uploads.

Develop case studies

Impress your clients and prospects with impactful case studies on your ESG approach using our helpful templates.

Collaborate with your team-mates

Impactive’s task management system lets you work more efficiently with your team-mates. No more emails and spreadsheets to stay on top of your tasks and follow-ups.

Custom fields and integrations

Impactive lets you create custom fields to capture the information that matters most to you. 3rd party data can be integrated through APIs. Talk to us about how this can work for you.

Easy reporting

Take the stress out of client and industry reporting by having real-time access to all portfolio-related stewardship activity. Use our out-of-the box reporting templates or create your own with a bit of help from us!

You’re in safe hands

We’re serious about security. Your data is protected by multi-layer security and encryption. 


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