Impactive Tech

Yesterday’s roundtable on the future of investment stewardship was brilliant and timely. A massive thank you to all our participants - RI and stewardship leads from asset managers, asset owners, corporates, advisors, and policy shapers - for bringing such depth, candour, and forward-thinking ideas to the table. Special thanks to Paul Lee and Redington for hosting us and to Nawar Alsaadi, FSA, SIPC for his excellent moderation. Highlights: ➡️ It’s clear that the stewardship landscape is facing headwinds, but what stood out most is the determination of investors to sharpen their focus and remain responsible, active owners of companies and market participants. ➡️ We heard the corporate perspective - understanding what truly works (and what doesn’t) in engagement is critical if we want to break away from the stewardship “echo chamber” and drive meaningful outcomes – win/win for all. ➡️ We explored the potential of technology to improve data, streamline processes, and enhance transparency. The challenges are real, but so are the opportunities for innovation, especially in this new age of #AI. 🎸 Personal highlight – finding out that musical tastes around the table are dominated by 80’s guitar / indie / rock with a smattering of opera, EDM, musicals and inevitable kids tunes including wheels on the bus! We’ll soon be sharing more about the discussion and practical key takeaways in a whitepaper. Looking forward to continuing these important conversations across the year. If you would like to join our future closed roundtables, please do reach out. #Stewardship #ResponsibleOwnership #Engagement #SustainableFinance #Transparency #Innovation #Fintech Impactive Tech Simon Callan Simon Wilson Daniel Flatt

🚨 𝐀𝐬𝐬𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐫𝐬: 𝐒𝐭𝐞𝐩 𝐮𝐩 𝐨𝐧 𝐜𝐥𝐢𝐦𝐚𝐭𝐞 𝐬𝐭𝐞𝐰𝐚𝐫𝐝𝐬𝐡𝐢𝐩 𝐨𝐫 𝐠𝐞𝐭 𝐥𝐞𝐟𝐭 𝐛𝐞𝐡𝐢𝐧𝐝 $1.5 TRILLION is on the table. That’s the amount of institutional capital demanding action. Not talk. Not glossy reports. Real climate stewardship. Their message is clear: Engage properly on climate risk, or risk being downgraded or dropped. A global coalition—including Scottish Widows, People's Partnership and Brunel Pension Partnership Limited —has issued a call to action, setting out five key principles for asset managers. https://lnkd.in/e6rrv88c Despite the recent political headwinds, asset owners remain committed to tackling climate risk head-on—because for long-term investors, the financial case is stronger than ever. Here’s what asset managers need to deliver: 1️⃣ Active engagement in policy advocacy and industry initiatives 2️⃣ Stronger collaboration with other investors to drive meaningful change 3️⃣ A structured engagement framework focused on high-impact sectors 4️⃣ Systematic, transparent voting on climate issues 5️⃣ Properly resourced stewardship teams—with expertise, data, and IT tools (Full statement here: https://lnkd.in/eVXumQsJ) Asset managers are expected to focus on the 𝐪𝐮𝐚𝐥𝐢𝐭𝐲 of engagements and ensure they have: ✔️ Appropriate headcount relative to AUM ✔️ The right balance of skills in thematic, regional, and sectoral expertise ✔️ Robust enterprise capabilities—including data access, tools, and tech infrastructure. Asset managers who align with these principles will strengthen their relationships with institutional investors. At Impactive Tech, we stand ready to support asset managers who want to enhance and streamline their stewardship approach with our comprehensive 𝐬𝐭𝐞𝐰𝐚𝐫𝐝𝐬𝐡𝐢𝐩 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦. DM me to find out more. #AssetManagement #Stewardship #ClimateRisk #Investing #Pensions #responsibleinvestment

🚨 𝐇𝐨𝐰 𝐜𝐚𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐝𝐫𝐢𝐯𝐞 𝐬𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐥𝐞 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐠𝐫𝐨𝐰𝐭𝐡? 🌍🏗️ As the world pushes toward net-zero, infrastructure remains a key battleground. Large-scale projects bring economic benefits—but also climate risks. Investors can play a crucial role in ensuring these developments align with sustainability goals. 💡 Key lessons for investors engaging with infrastructure: 🔹 Aligning investment strategies with evolving policy realities 🔹 Encouraging industry-wide transition to sustainable practices 🔹 Advocating for climate-focused policy frameworks 🔹 Balancing financial returns with long-term sustainability risks The recent debate over Heathrow’s expansion highlights these challenges in real-time. While government-led, it underscores the need for investor engagement in shaping a greener future for infrastructure. 📖 Read more on how investors can influence sustainable infrastructure: https://lnkd.in/e2FFCqHb #NetZero #SustainableInvestment #Infrastructure #ESG #ClimateFinance #ImpactInvesting #stewardship #Engagement

The world of investment stewardship is evolving, with technology transforming how asset managers and owners vote, engage, and report on their activities. At Impactive Tech, we’re proud to contribute to this revolution, helping simplify and enhance stewardship processes. Thanks to ESG Investor for sharing our insights in its latest article. #stewardship #ESG #ResponsibleInvestment #Tech

𝐒𝐭𝐞𝐰𝐚𝐫𝐝𝐬𝐡𝐢𝐩 𝐮𝐬𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐚 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐭𝐢𝐚𝐭𝐨𝐫 𝐟𝐨𝐫 𝐚𝐬𝐬𝐞𝐭 𝐦𝐚𝐧𝐚𝐠𝐞𝐫𝐬. Today, It’s just the baseline. The difference between good and great will come down to the depth of your actions, alignment with clients and the evidence you can show. Asset owners are digging deeper than ever. So, what will make you stand out in 2025? Here are my top tips: 👇 1️⃣ 𝐌𝐨𝐯𝐞 𝐛𝐞𝐲𝐨𝐧𝐝 '𝐭𝐞𝐚 𝐚𝐧𝐝 𝐛𝐢𝐬𝐜𝐮𝐢𝐭𝐬' 𝐦𝐞𝐞𝐭𝐢𝐧𝐠𝐬 Stewardship isn’t just about meetings for the sake of meetings. It’s about influencing real change. Be clear about your expectations, feasibility, tactics. 2️⃣ 𝐅𝐨𝐫𝐠𝐞𝐭 𝐯𝐚𝐧𝐢𝐭𝐲 𝐦𝐞𝐭𝐫𝐢𝐜𝐬 Don’t inflate your numbers to look good. It’s not about how many engagements you’ve done—it’s about the quality and outcomes of those conversations. 3️⃣ 𝐁𝐫𝐢𝐝𝐠𝐞 𝐭𝐡𝐞 𝐄𝐒𝐆 𝐢𝐧𝐭𝐞𝐠𝐫𝐚𝐭𝐢𝐨𝐧 𝐠𝐚𝐩 ESG integration goes both ways. Investment managers should lean into stewardship, and stewardship leads need to understand the business and investment case of their portfolio companies. 4️⃣𝐆𝐨 𝐛𝐞𝐲𝐨𝐧𝐝 𝐭𝐡𝐞 𝐛𝐚𝐫𝐞 𝐦𝐢𝐧𝐢𝐦𝐮𝐦 𝐟𝐨𝐫 𝐚𝐬𝐬𝐞𝐭 𝐨𝐰𝐧𝐞𝐫𝐬 Spend more time understanding your clients’ unique needs. How can you make their lives easier—especially with reporting? What issues do their members care about? The extra effort will set you apart. 5️⃣ 𝐁𝐞 𝐬𝐞𝐥𝐞𝐜𝐭𝐢𝐯𝐞 𝐢𝐧 𝐜𝐨𝐥𝐥𝐚𝐛𝐨𝐫𝐚𝐭𝐢𝐯𝐞 𝐞𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭𝐬 Don’t just sign up and sit back. Choose collaborations where you can take real ownership and drive results. 6️⃣ 𝐍𝐨 𝐠𝐫𝐞𝐞𝐧𝐰𝐚𝐬𝐡𝐢𝐧𝐠! Every claim you make must be backed by evidence. Whether it’s a case study or statistic, be ready to prove it. Transparency builds trust. 7️⃣ 𝐒𝐨𝐫𝐭 𝐨𝐮𝐭 𝐲𝐨𝐮𝐫 𝐭𝐞𝐜𝐡 A solid tech foundation will transform your stewardship process—making it smarter and faster. Think about how tech can offer creative solutions that make life easier for your clients, from better reporting to actionable insights. 💡 The bottom line: In 2025, stewardship is about depth, authenticity and innovation. Any extra tips you want to share? 👇

𝐓𝐡𝐞 𝐄𝐒𝐆 𝐝𝐚𝐭𝐚 𝐝𝐢𝐥𝐞𝐦𝐦𝐚: 𝐖𝐡𝐲 𝐞𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐡𝐨𝐥𝐝𝐬 𝐭𝐡𝐞 𝐤𝐞𝐲 ❓📉 The Financial Times reported yesterday that inconsistent and low-quality ESG data remains a major stumbling block for responsible investors (https://lnkd.in/eNT2N3Aq). This aligns with Morgan Stanley's recent findings, where 71% of institutional investors identified poor-quality, non-comparable ESG data as a significant challenge (https://lnkd.in/ewfUSp46). 📊 Yet, campaigners such as ShareAction are saying this should not be used as an excuse to stall action on critical environmental and social issues. While ESG data has improved in recent years, it’s far from perfect. This is where direct engagement becomes invaluable: ·       Engagement allows investors to push for better disclosures and outcomes. ·       It helps close gaps where third-party data falls short. ·       It uncovers meaningful insights beyond estimations. 𝐄𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐢𝐬 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐢𝐧𝐠𝐥𝐲 𝐛𝐞𝐢𝐧𝐠 𝐫𝐞𝐜𝐨𝐠𝐧𝐢𝐬𝐞𝐝 𝐚𝐬 𝐭𝐡𝐞 𝐰𝐚𝐲 𝐟𝐨𝐫𝐰𝐚𝐫𝐝. According to the 2024 Russell Investments ESG Survey (https://lnkd.in/edin6uF8): - Engagement is now the 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐬𝐨𝐮𝐫𝐜𝐞 𝐨𝐟 𝐪𝐮𝐚𝐥𝐢𝐭𝐚𝐭𝐢𝐯𝐞 𝐄𝐒𝐆 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 for asset managers (26%, see chart below). 📈 - Engagement is also the 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐜𝐥𝐢𝐦𝐚𝐭𝐞 𝐫𝐢𝐬𝐤 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐥𝐞𝐯𝐞𝐫 (40% of asset managers) . 🌍 𝐇𝐨𝐰𝐞𝐯𝐞𝐫, 𝐭𝐡𝐞 𝐫𝐞𝐚𝐥𝐢𝐭𝐲 𝐢𝐬 𝐭𝐡𝐚𝐭 𝐞𝐧𝐠𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐫𝐞𝐪𝐮𝐢𝐫𝐞𝐬 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐫𝐞𝐬𝐨𝐮𝐫𝐜𝐞𝐬. Even with dedicated ESG teams, 77% of firms allocate only 0-5% of staff to these roles (https://lnkd.in/edin6uF8). Stewardship teams are stretched and often lack proper systems to manage engagements. This isn’t sustainable. Engagement is too critical to be handled manually or haphazardly. 🚫 This is why we created the Impactive Platform (https://www.impactive.pro). To manage engagement effectively, investors need dedicated tools like Impactive to streamline workflows, automate processes, and enable stewardship teams to focus on what truly matters: driving meaningful outcomes. Impactive Tech #stewardship #ESGinvesting #engagement #data #responsibleinvestment

The Financial Reporting Council recently launched a consultation on proposed updates to the UK Stewardship Code. This is a crucial chance to shape the future of UK stewardship and maintain global leadership in promoting high standards. 🗓️ Consultation closes 19 February 2025 https://lnkd.in/eFj4_iWj

We’re excited for our next Wednesday Wisdom featuring Mais Callan, co-founder of Impactive Tech. She’ll be sharing insights on transforming investment stewardship. Don’t miss this chance to learn and discuss. Register now! #investments #stewardship #wednesdaywisdom

We’re beyond excited that Chronos Sustainability is using Impactive Tech’s stewardship platform to support its robust engagement process on Climate Physical Risks and Biodiversity. The platform allows users to capture the status of dialogues, connect objectives, manage engagement data, and monitor company performance to support client reporting. Best of all, engagement teams, clients, and stakeholders can collaborate in one place. Now imagine a world where every asset manager and owner had this level of transparency and collaboration. Game-changing, right? #responsibleinvestment #stewardship #technology #esg #biodiversity

🎉 We're thrilled to announce that Nawar Alsaadi, FSA, SIPC has joined Impactive Tech's Advisory Board! Nawar will provide strategic guidance and support for our growth plan, encompassing fundraising, business development, and the expansion of our investment stewardship platform roadmap. Nawar is renowned for his thought leadership in sustainable investing and has extensive experience in stewardship and ESG startups through Kanata Advisors. He has held pivotal roles at institutions such as Canada Poste Pension Plan, NEI Investments, and ScopeFour Capital. We are confident that Nawar’s expertise will be invaluable as we continue to innovate and grow. He joins an already distinguished advisory board, including Paul Lee, Justin Kew, and Karolina Lewandowska.