The engagement management platform built by stewardship practitioners who spent decades doing the work: better workflows, plus the market-wide intelligence layer the industry's been missing.
Asset owner expectations are rising. They no longer want to count engagements. They want to see you're making a dent: real influence and alignment, backed by transparent, high-quality reporting. And they expect it while budgets and teams are stretched thin.
Your infrastructure matters: how you plan, track, report and collaborate as a team. That's exactly what we built Impactive for.
Engagement planning, tracking, voting and manager oversight, managed across every portfolio in one place.
Shared engagement records, market intelligence and oversight data keep decisions aligned and evidence-based.
Generate auditable client and regulatory reports from structured data: votes, activity and oversight included.
As asset owners scrutinise stewardship more than ever, show the quality behind your work and grow AUM.
Imagine your whole team, from analyst to fund manager to asset owner, joined up around one organised, up-to-date picture, each with the right information when they need it. Better-prepared engagements, richer client conversations, and a quality of process that sets you apart.
Every engagement, evidenced.
Track and manage stewardship engagement activity in one structured system, including engagement history, objectives, outcomes, and escalation, all under portfolio-level oversight. Designed to support SDR, UK Stewardship Code, and client reporting.
Used by
See the whole market, not just your slice.
Search 10,000+ engagements from hundreds of institutional investors, by company, theme, collaborative initiative or vote. Benchmark your programme and walk into every meeting with the full market picture.
Used by
Hold managers to account, with evidence.
Move manager oversight out of manual spreadsheets and into one structured system. Save hours of collation, and see clearly where your managers align with your priorities, and where they don't.
Used by
When you need something bespoke, our engineering and AI team builds it alongside you: custom AI tools and workflows shaped around your use case and reporting needs. Discuss your workflow requirements →
The Impactive Platform has helped us 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.
Impactive Intelligence has the potential to solve one of the biggest issues in engagement: quality over quantity. By exposing redundancy and dispersion of effort, we can reallocate stewardship resources to the most effective practices, and finally accelerate change.
What Impactive Tech has built is the engagement software solution I've always dreamed of using as an engagement practitioner.
Impactive is built by a team with over a century of combined experience in responsible investment and technology. We've run the engagements, wrestled the tools, and answered to clients and regulators, so we know what good looks like.
Up and running in days, not weeks. Fast onboarding that gets your team live quickly.
Genuinely easy to use. Our tools regularly rank highest for intuitiveness.
Flexible integrations and APIs. Connect cleanly to the systems you already run.
Works with your process, not against it. We fit how your team already operates, rather than forcing change.
Enterprise-grade security. Built to meet institutional requirements.
Coaching and consulting, not just software. It's not about the tech, it's about results, and we help you get them.
10 questions. Find out where your programme is strong — and where it needs investment. Takes 3 minutes.
The 8-field framework used by leading stewardship teams. Download and start structuring records properly — Impactive or not.
Discover the latest insights and trends shaping the future of stewardship from our recent roundtable with senior thought leaders in the field.
Curious to explore our solutions, or discuss how Impactive can deliver for your specific needs? Book a call here at a time that suits you.
Prefer email? hello@impactive.co.uk