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Your complete stewardship and ESG integration hub.

Maximise your stewardship effectiveness with laser-focussed engagement tracking, simplified workflows, better ESG integration and easier reporting.

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Intuitive, cost-effective, ready to go.
The Impactive Platform makes stewardship management easy, cutting costs and effort so your team can focus on creating real sustainability impact.

Manage Your entire stewardship lifecycle

From strategic planning to tracking engagements and outcomes, streamline every step of your stewardship journey.

Achieve effective ESG integration

Empower your investment and stewardship teams to collaborate in one space for maximum knowledge sharing and integration.

Report to clients and regulators confidently

Take the stress out of stewardship and regulatory reporting by having real-time access to all portfolio-related stewardship activity. 

Comprehensive engagement tracking

Capture key insights from your engagements with portfolio companies, policy makers and other stakeholders. Measure milestone progress, escalations and outcomes effortlessly.

Monitor engagement progress and next steps in your custom dashboard.

Escalation workflows

Trigger escalation workflows on specific engagements or votes.

Seamlessly connect voting as part of engagement dialogue. Manage significant votes.

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Single & group engagements

Easily create and manage single or multi-stakeholder engagements.

Proxy voting integration
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Powerful team coordination and workflows

Stewardship involves multiple teams and touchpoints. Use Impactive for seamless teamwork, with real-time notifications and Outlook integrations. Reduce manual tasks and empower your teams to drive value and make informed decisions faster.

Microsoft Outlook integration

Log relevant interactions and calendar events directly to and from Outlook.

Alerts & watchlists

In-app and email notifications on tasks and watchlist activities.

Self-service

Democratise engagement data across your firm. Save time share knowledge.

Collaborative workflows

Set collaborative engagement initiatives with internal and external stakeholders.

Simplified reporting and compliance

Stewardship-Code optimised, customisable reporting and analytics. Fully evidence your engagements for  UK SDR compliance and anti-greenwashing. 

Automated reporting
Case study builder

Comprehensive suite of reports in multiple formats.

SDG mapping

Easily map SDGs to your engagement activities.

Client portal

Impress your clients with access to detailed, real-time data.

Fully-evidenced company and thematic case study generator.

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More features and modules
Power-up your stewardship with more essential tools

Benchmarking

Create custom ESG benchmarks to support your engagement plan.

Research hub

Centralise in-house and 3rd party research and ESG ratings.

Custom fields

Flexibility to tailor data fields to align with your way of working.

Data feeds & APIs

Fully automated and connected fund and 3rd party data feeds.

Historic data migration

Bulk-upload historic company, voting and engagement data.

Single Sign-On

Activate secure single sign-on in line with your IT infrastructure.

You're in safe hands

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

We take data security seriously ange of measures to meet the highest standards.

Set access permissions and controls with the flexibility to empower users while securing private data.

Data is encrypted in transit and at rest.

Fully GDPR compliant.

Support all the way

Get expert onboarding, training, and advisory services to strengthen your stewardship strategy.

Seamless onboarding and dedicated client success manager from day one.

In-person and virtual team training to ensure you get the most out of the platform.

Stewardship and tech advisory to help you lead with confidence.

Join our community for exclusive insights, webinars, and valuable ESG resources.

Ready to try the must-have solution built by stewardship experts?

LET'S TALK

Book a 30 minute discovery call

Curious to take a look of the Impactive platform, or just want to find out where to start? No matter where you are in your responsible investment journey, we're here to support you all the way.

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The comprehensive stewardship platform built by experts, streamlining engagement, proxy voting, reporting and regulatory compliance.

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Contact
Registered address 
71-75 Shelton Street, Covent Garden, London WC2H 9JQ 
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