Engagement Tracker

Purpose-built
for stewardship.

One platform for investment teams to manage stewardship across their portfolios.

Request a demo → See how it works
Laura Brown created a new interaction “Meeting with Head of CSR” for Apple Inc.
A few seconds ago
Stage updated
M&S · Net zero scope 3 roadmap
Raised → Acknowledged · 21 Apr 2026

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.

Why Impactive
How it works

From clear objectives to evidenced outcomes.

A structured process for setting objectives, capturing evidence, assessing progress and demonstrating outcomes.

Step 1 · Objectives

Set objectives and track progress.

Define what you want to achieve through each engagement, establish milestones and assess progress towards the intended outcome.

Objectives and outcomes

Define the change you are seeking and the outcome you expect.

Milestones and review points

Establish how and when progress will be assessed.

Themes and taxonomy

Apply your own stewardship priorities and classifications.

Ownership and mapping

Assign responsibility and link relevant portfolios and mandates.

Impactive
Dashboard
Audit Logs
Company da…
Funds
Stewardship
Initiatives
Objectives
Interactions
Voting
Escalations
Analytics
Insights
Benchmarks
Report
Case Studies
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Diane JonesAssetManager1
Dashboard / Objectives

Objectives

Filters
Company Objective Name By Topics Status Priority Stage Target
Microsoft
 Publish responsible AI governance framework Corp. GovernanceCustomer Resp. Ongoing High
50%
 28-Nov-2025
Unilever
 Zero deforestation in palm oil supply chain BiodiversityBusiness Ethics Success High
14-Mar-2026
Apple
 Improve board independence and diversity Corp. Governance Ongoing High
25%
 20-Jan-2026
Alphabet Inc
 Disclose lobbying spend aligned with climate policy positions Business Ethics Partial Success Medium
75%
 28-Oct-2025
Marks & Spencer
 Net zero scope 3 emissions roadmap Climate Change Ongoing High
50%
 07-Nov-2025
Abbott Labs
 Set science-based GHG emission targets Climate Change Ongoing High
25%
 03-Mar-2026
New Objective
1  Objective
2  Interaction
3  Stage
✕
Marks & Spencer
MKS · Retail · UK
Morrisons Supermarkets
MRW · Retail · UK
Climate Transition Programme
Net zero scope 3 emissions roadmap by 2030
Diane Jones
Climate Change
Low
Medium
High ✓
Step 2 · Engagement record

Build a complete engagement record.

Keep the dialogue, commitments, evidence and decisions behind each engagement together as it develops.

Engagement activity

Record meetings, calls and correspondence, logged directly from Outlook.

Commitments and responses

Capture what companies and stakeholders have said and agreed to.

Documents and evidence

Attach research, correspondence and supporting material.

Decision history

Maintain a clear record of assessments, actions and rationale.

New interaction
Create New +
From Microsoft Outlook
Meeting with the Chair · ExxonMobil
14 Jan 2026 · 3 attendees · Calendar event
Interaction logged
ObjectiveSplit role of chair and CEO
TopicsCorporate Governance
AttachmentsBoard letter.pdfMeeting notes.docx
Next step
Follow up on independent director timeline
Task · Due 28 Jan 2026 · Owner: Diana Jones
Step 3 · Escalation and voting

Manage escalation and voting in context.

Escalate where progress is insufficient and connect voting decisions to the engagement activity and rationale behind them.

Escalation workflows

Apply your escalation process when progress falls short.

Approvals and oversight

Build appropriate governance and sign-off into key decisions.

Voting integration

Connect votes to relevant engagements and objectives.

Rationale on the record

Record why you voted as you did and the engagement that informed it.

New escalation · Amazon.com Inc
Objective
Net zero planImprove carbon targetsSplit role of chair and CEOCarbon reduction from data centres
Escalation type
Intensify dialogueVoting actionInvestment action
Divest or exclude from specific funds
Reduce exposure or underweight in all funds
Engage index provider to exclude at next rebalancing
Date
28 Apr 2025
Raised by
Diana Jones
Funds
Big Tech Fund ×
Status
Poor progressFailedSuccessOngoing
Save escalationResetCancel
Step 4 · Outcomes and reporting

Demonstrate outcomes and report with confidence.

Turn the underlying stewardship record into clear evidence of activity, progress and outcomes for clients, regulators and internal stakeholders.

Outcomes and case studies

Demonstrate what changed and the role your engagement played.

Client reporting

Report activity, progress and outcomes by mandate.

Regulatory reporting

Support Stewardship Code, SDR and other requirements.

Bespoke reporting

Export structured data or report around your own requirements.

AI Ethics in Big TechCase study · PDF
Summary
Action
Outcomes
Significant progress with leadershipPublished or improved AI policy
Related objectives
Alphabet · Set up AI ethics committee
Apple · Publish ethical AI policy
Amazon · Implement responsible AI
SDG mapping
SDG 8SDG 9SDG 10SDG 16SDG 17
31
Outcomes achieved YTD
+8 vs last year
Objectives by status
Success38%
Ongoing44%
Poor progress12%
Failed6%
Interactions by quarter
Q3 24Q1 26
Collaboration

Powerful team coordination and workflows.

Stewardship involves multiple teams and touchpoints. Use Impactive for seamless teamwork, with real-time notifications and Outlook integration. Reduce manual tasks and empower your teams to 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.

Add collaborators ×

Enter name or email Invite
Lara Davis Lara Davislara.davis@example.com Owner
Jimmy Eliott Jimmy EliottStewardship Co-lead ⌄
Emma Dilon Emma DilonAsset Manager Participant ⌄
28New interactions
7Engagements completed
8Open tasks
12Completed tasks

Team summary Interaction summary

Deal roadshow Corporate Action/M&A Company update ESG engagement

Dec, 2024 ‹ ›

MoTuWeThFrSaSu 2526271234 567891011 12131415161718 19202122232425
Meeting with Head of CSRToday · 10:30
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 third-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 third-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.

Client portal

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

Defined workflows

Build your governance and approval requirements into the process.

Integrations & exports

Connect with the systems your investment and reporting teams already use.

Security & governance

We're serious about security.

Your data is protected by multi-layer security and encryption, with governance and controls built into the platform. Fully GDPR compliant.

Tenant isolation

Client data is maintained in a separate private tenant.

Role-based access

Control who can see, contribute to, approve and change information, including separation where required between funds or teams.

Audit trail

Maintain an attributed history of stewardship activity and changes to the record.

Encryption

Data is encrypted in transit and at rest.

Sensitive-information controls

Apply appropriate access and governance where engagement records contain restricted information.

GDPR compliant

Fully GDPR compliant, with data handled in line with UK and EU requirements.

Why Impactive

Support all the way.

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.

Seamless onboarding and a 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.

The Impactive Platform has helped us to efficiently manage our investor engagement data, link objectives, and monitor progress across initiatives and companies. This is a streamlined, easy-to-use and intuitive stewardship platform. The team provided exceptional support from the start and have tailored aspects of the platform to suit our needs such as accommodating our benchmark data.
Gemma James
Gemma James
Head of Biodiversity & Nature, Chronos Sustainability