Solutions for asset owners

Better stewardship oversight. Better-informed decisions.

Impactive helps asset owners assess managers, manage engagements and access stewardship intelligence through a connected ecosystem of stewardship technology.

Bring greater structure to stewardship oversight, strengthen governance processes and support more informed stewardship decisions.

Signatory of: PRI (Principles for Responsible Investment), TNFD Forum Member, IA Fintech Member. Featured in: PA Future, Net Zero Investor. Supported by: Kanata Advisors.

Stewardship responsibilities are growing.

Asset owners are under increasing pressure to demonstrate effective stewardship oversight.

Managers produce more reporting.

Stewardship expectations continue to evolve.

Trustees require better evidence.

Resources remain limited.

The challenge is no longer accessing information.

The challenge is turning information into effective oversight and informed action.

Designed around three stewardship priorities.

Manager Oversight

Assess managers

Apply a consistent assessment framework across external managers.

Evaluate stewardship activity against your own policies, priorities and expectations.

Prepare more effectively for manager reviews and support stronger governance processes.

Key outcomes

  • More consistent assessments
  • Better prepared reviews
  • Improved governance
  • More informed manager conversations
Learn more →

Every manager, against your policy

Engagement Management

Manage stewardship activity

Track stewardship objectives, engagement activity and outcomes in a structured workflow.

Maintain visibility across stewardship programmes and create a clear record of progress over time.

Key outcomes

  • Centralised engagement tracking
  • Better team collaboration
  • Clear audit trail
  • Simplified reporting
Learn more →

Every engagement, objective to outcome

Stewardship Intelligence

Access market intelligence

Understand stewardship activity beyond your own organisation.

Explore market trends, peer approaches, engagement activity and emerging stewardship themes.

15,000+engagement records
300+investors
32ESG themes

Key outcomes

  • Better context
  • Stronger benchmarking
  • Earlier identification of emerging issues
  • More informed decision making
Learn more →

Ask, and see the evidence

A more connected approach to stewardship.

Most stewardship teams rely on disconnected processes.

Impactive brings together the tools required to support more effective stewardship oversight.

Manager reviews sit in one place. Engagement records in another. Market intelligence somewhere else.

The result is a more connected decision-making process across stewardship assessment, engagement activity and market intelligence.

How asset owners use Impactive

  1. 01

    Review

    Assess how managers are delivering against stewardship expectations.

  2. 02

    Understand

    Put stewardship activity into market context using broader intelligence.

  3. 03

    Engage

    Track engagement objectives, activity and outcomes.

  4. 04

    Report

    Support trustee reporting, governance processes and stewardship disclosures.

Supporting better stewardship decisions

Stewardship is ultimately about judgement.

Good judgement depends on good information, clear processes and informed discussion.

Impactive helps stewardship teams

  • Assess managers more consistently
  • Track stewardship activity more effectively
  • Access broader stewardship intelligence
  • Strengthen governance processes
  • Support trustee oversight
  • Improve stewardship reporting

Built for asset owners

Used across stewardship and investment teams responsible for:

External manager oversight
Stewardship governance
Responsible investment
Investment monitoring
Trustee reporting
Stewardship Code reporting

Whether overseeing five managers or fifty, Impactive provides the tools needed to support modern stewardship programmes.

The Impactive stewardship ecosystem

CapabilityPurpose
Manager OversightLearn more →
Assess manager stewardship against your expectations
Engagement ManagementLearn more →
Manage stewardship activity and outcomes
Stewardship IntelligenceLearn more →
Access market-wide stewardship insights and benchmarking

Together, these capabilities help asset owners move from fragmented stewardship processes to a more structured and informed approach to stewardship oversight.