Facilitate your engagements with portfolio holdings

Create engagements and insert all information needed in a structural manner. Depending on the objective, you can create a thematic engagement, targeting multiple companies or a single engagement, targeting one company.
When creating an engagement you can define a range of data points such as ESG-category, materiality, extent of impact, the SDG’s related to the engagement and more.



All information gathered by you and your colleagues can be documented internally at one place. This simplifies the workload and enhancing transparency and availability. All interactions can be logged at the platform, ensuring that no information gets lost. It can be valuable information collected from meetings, phone calls, email, visits or reports.

Progress & reporting

Using Acty you can easily keep track of KPI:s and monitor the engagement progress. The platform provides functions giving a great overview of the engagement and its current status. This saves time and facilitates control over the entire process.
All you engagement with related data points, KPI:s, statuses and progress is summarized and presented in a user-friendly manner. All statistics and data can easily be exported to both pdf and excel.

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