Frequently asked questions.

Impactive is a London-based stewardship technology company that helps asset managers and asset owners manage company engagements, monitor their fund managers and search public stewardship data. Impactive Intelligence is a searchable database of publicly reported investor stewardship. Impactive Engagement Tracker is the platform asset managers use to run and evidence their own stewardship programmes. Impactive Manager Monitoring gives asset owners structured oversight of their external managers.

Our clients include asset managers, pension schemes, sovereign wealth funds, insurers, endowments and foundations, alongside corporates, IR teams and investment consultants. A Technology & AI advisory practice supports teams building their own capability.

Impactive was founded in London in 2023 by Mais Callan, who spent two decades leading stewardship and ESG integration across asset managers and asset owners, and Simon Callan, a fintech architect with 25+ years of experience and transformation programmes at HSBC, Lloyds and Worldpay behind him.

The team brings over a century of combined experience in responsible investment and technology, supported by a Senior Advisory Board of well-known voices from across the industry. You can meet the team here.

Impactive Intelligence draws only on public reporting: stewardship reports, significant vote disclosures, AGM filings, regulatory submissions and public statements by investors and companies. It covers 15,000+ engagements from 300+ institutional investors across 7,500+ companies globally.

Engagements are indexed by a domain-trained AI model and reviewed for accuracy before publication. Every record links back to its original source, so anything you take into a client deck or committee paper can be checked.

Ratings give you a score and proxy advisors give you a recommendation. Neither shows what investors actually engaged on, what positions they took in dialogue, or how those positions translated into votes.

Impactive captures the engagement record itself, structured so you can compare, benchmark and trace it. It's a useful input to ratings work, not a substitute for it.

AI does the heavy lifting on documents: indexing stewardship disclosures, extracting data from manager reports and structuring unstructured information. It supports people rather than replacing accountable decision making.

Important outputs and actions go through human review and approval, and every output links back to the source record, so any claim can be verified.

Each client has a dedicated application instance and database, so your data is never pooled with other customers. It is encrypted in transit using TLS and at rest using AES-256, with role-based permissions, SSO and MFA, audit trails, automated backups and a documented incident response process. We are fully compliant with UK GDPR and the Data Protection Act 2018.

The security page sets this out in full. If your security or procurement team needs more detail, including on infrastructure and sub-processors, email info@impactive.pro. We're used to working through institutional due diligence.

Yes, and there are no forced process changes. You can apply your own stewardship priorities and taxonomy, add custom fields and build your governance and approval steps into defined workflows. Outlook, Excel and Word work alongside the platform, data feeds and APIs connect the systems you already run, and single sign-on can be set up in line with your IT policies.

For asset owners, managers upload the reports they already produce, in PDF, Excel, CSV or Word, and Impactive Manager Monitoring maps them to your framework so you can compare managers like for like.

Yes. Because the underlying record is structured, both Impactive Engagement Tracker and Impactive Manager Monitoring support UK Stewardship Code and SDR requirements, alongside client reporting by mandate, trustee summaries, committee scorecards and outcome case studies. Every output is traceable back to the source evidence, and you can export structured data to report around your own requirements.

Live in days, not weeks. Historic company, voting and engagement data can be bulk-uploaded during onboarding, so you start with your track record intact.

You get a dedicated client success manager from day one, plus in-person and virtual training so the whole team, fund managers included, gets value quickly.

Impactive Intelligence has a free plan with limited access to companies, investors, themes and initiatives, and paid plans that scale by team size. For now we set up every account ourselves: explore the database, tell us a little about you, and we'll be in touch with your access. Impactive Engagement Tracker and Impactive Manager Monitoring are priced around the scope you need: the number of users, the modules in scope and the integrations involved.

Tell us what you're trying to achieve on a 30-minute call and we'll size it with you.