© 2019 by Impactive Associates Ltd

Company number 10641308, registered in England. ​

RESPONSIBLE INVESTMENT

EXCELLENCE THAT ENDURES

With our energetic hands-on approach, we help companies accelerate their journey to responsible investment excellence. From specific projects to full-scale transformation, we're here to enable you to maximise your ESG capabilities:

 

  • Invest in your team's ability to understand ESG and innovate in this growing and dynamic space

  • Increase your firm's chances of retaining existing clients and winning new mandates by showing credible ESG integration capabilities

  • Be recognised as a firm with a strong culture of responsibility

Services Menu

We believe that ESG is more than a compliance exercise. Done meaningfully, it can create lay the foundations for long-term success in serving the needs of your clients and other stakeholders, ultimately making your business more sustainable.

 

Here are some of the key strategic areas we can help you with:

RI Policy

Development

We help you define what Responsible Investment means to your firm, and set out clear policies for the benefit of your internal and external stakeholders

Proxy Voting

Policy

We assist you in defining your proxy voting approach in various markets, and if required will work with your chosen proxy voting platform to implement it

PRI Commitment

Support

We help you understand, plan for and fulfil your commitments to the Principles for Responsible Investment, through reporting, implementation or ongoing support

Engagement Strategy

Company engagement is a powerful tool when done well. We guide you through the skill of effective stewardship, selecting engagement targets and maintaining meaningful relationships with company management

ESG Integration

Process 

There is no one size fits all approach to ESG integration. We work with you to create a process that fits your firm's style and ensures it adds value to how you carry out your investment actvities

ESG Product Development

We can help you design new fund products or enhance existing ones. We have extensive experience in working with institutional and retail ESG funds, as well as investment consultants

ESG Data

Infrastructure 

We work alongside you to identify the best-fit ESG data and research for your specific needs. Our independence from any ESG research providers ensures you that will get totally impartial advice

ESG

Resourcing 

We help you organise and coach your teams to deliver high quality responsible investment services in accordance with your clients' needs

Consulting Packages

We have created simple packages to help your organisation get started, accelerate or troubleshoot any aspect of responsible investment and ESG. Find a package that best reflects your current needs.

What's typically included:

  • An initial meeting to review of your needs and objectives

  • An ESG Fundamentals training session for your team

  • A workshop to put a plan of action in place for your firm

  • A new responsible investment policy

  • A consultation on ESG data infrastructure

  • A consultation on proxy voting policies and processes

Ideal for investment firms that are just starting out their RI journey

ESG STARTER PACK

What's typically included:

  • An initial meeting to review of your needs and objectives

  • An ESG Health Check © - our proprietary diagnostic tool to determine the quality of your current ESG integration policies and processes 

  • An ESG Fundamentals and/or Stewardship in Practice training session for your team

  • A review of your client and public reporting and messaging

  • A review of your ESG data infrastructure

  • A consultation on proxy voting policies and processes

  • A workshop to put a plan of action in place for your firm

Ideal for investment firms that need to boost or revive their RI capabilities

ESG BOOSTER PACK

What's typically included:

 

  • An initial meeting to discuss your needs and objectives

  • A package of 5, 10, or 20 days to carry out specific projects OR an ongoing retainer as your in-house ESG specialist/co-ordinator

  • Any combination of services from our starter or booster packs

Ideal for investment firms looking a fully bespoke solution or ad-hoc support

ESG FLEXI PACK