Stewardship that wins mandates - without the overhead.
Impactive gives asset managers one platform to run engagement, surface investor signals, and report with evidence. Cut stewardship costs. Win mandates faster. Free your team to focus on what moves the needle.
How you run stewardship can make or break a mandate.
Asset owners and consultants increasingly scrutinise engagement evidence, voting rationale, and stewardship outcomes during manager selection and review processes.
Impactive gives asset managers a single platform to run, evidence, and report on stewardship at scale. Replace fragmented spreadsheets, disconnected tools, and manual reporting workflows with a system designed for auditability, client reporting, and operational efficiency.
The result: stronger stewardship reporting, faster responses to due diligence requests, and a more scalable operating model for winning and retaining mandates.
Run your engagements. Evidence every outcome.
Every engagement, every vote, every outcome - logged, evidenced, and ready to report. Built for daily use by stewardship teams.
Manage the full lifecycle
Planning, dialogue, milestones, escalations, outcomes - one workflow.
Capture evidence as you go
Log emails, meetings, and votes from Outlook. Every interaction timestamped.
Connect votes to dialogue
Tie significant votes back to the engagements they support.
Report in minutes, not weeks
Stewardship Code, UK SDR, and client-specific reports from live data.
Sharpen your portfolio analysis with market engagement data.
Over 15,000 structured investor engagements and votes, connected to your portfolio. A new layer for ESG analysis - and sharper company conversations.
Structured engagement database
Corporate-investor engagements parsed and connected by company, theme, and outcome.
Sharper company conversations
Walk into every meeting knowing what’s been said, escalated, and committed.
Portfolio risk surfacing
Watchlists alert you when ESG issues gain traction in your holdings.
Market context & coalitions
See peer activity on shared holdings. Find coalitions worth joining.
One dataset. More ways to work.
Find what you need, get answers, or generate deeper analysis - all from the same structured dataset.
Explore the database
An intuitive web application to search, filter and compare engagements, voting records and outcomes by company, investor, theme or initiative.
Ask the data
Get instant answers in plain English, with links to the underlying stewardship records.
Analyse with Claude
Connect to Claude through our MCP connector to produce bespoke research across companies, investors, sectors and ESG themes.
In their own words.
The Impactive Platform has helped us to efficiently manage our investor engagement data, link objectives, and monitor progress across initiatives and companies. Streamlined, easy-to-use and intuitive - and the team tailored aspects to suit our needs from the start.
This tool will greatly enhance our understanding of what investors care about, while closing the gap in how they perceive our engagements. The transparency enables us to be more proactive and efficient - saving time and resources while delivering real strategic value.
What Impactive Tech has built is the engagement software solution I’ve always dreamed of using as an engagement practitioner.
Everything else, already built in.
Integrations, security, AI workflows, and dedicated support - the practical infrastructure asset managers need, included from day one.
Bespoke integrations
Custom data pipelines tailored to your stack, ESG framework, and existing tools.
Configurable
Tailor data fields, workflows, and reports to how your team actually operates.
Enterprise-grade security
ISO 27001-aligned, GDPR compliant, multi-layer encryption at rest and in transit.
Built by stewardship practitioners
Decades of buy-side stewardship and ESG experience behind every feature.
Opt-in AI workflows
Summarise documents, draft case studies, surface insights - turn each one on when you choose.
Reporting on demand
Stewardship Code, UK SDR, and client-specific reports - generated from live data.
Outlook integration
Log emails and meetings to the right engagement record directly from Outlook.
Voting platform integrations
Connect to your proxy advisor. Tie every vote back to the engagement it supports.
Dedicated success manager
Named onboarding lead and ongoing partner from day one. Real humans, real availability.
Cost-effective
Simple per-platform pricing. Lower TCO than legacy systems and consultant retainers combined.