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.
Stewardship dashboard
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.