ACT FOR ANALYSIS

ACT Empowers Analysts and Investors to mitigate risk and make stronger, longer-term decisions.

ACT provides structured non-financial information that makes corporate culture measurable and comparable — filling a critical gap in analysis. It delivers insights often missed in financial data, helping to mitigate risks, strengthen analysis, and support better investment decisions.

ACT is designed to be used across the entire investment supply chain. From analysts and asset owners to boards, advisers, and retail customers, each group can engage with ACT in a way that supports transparency, accountability, and better decision-making.

WHO USES ACT

Analysts & Professional Investors

Compare managers, integrate culture into due diligence, monitor change over time, and embed cultural risk into investment models. Join the ACT Collective for resources and guidance to support your analysis.
Asset Owners & Pension Funds

Assess managers’ cultural practices, align investments with governance and ESG commitments, and ensure long-term stewardship of beneficiaries’ assets. Join the ACT Collective for resources that strengthen your oversight.
Boards

Hold managers accountable, understand how culture shapes decision-making, and meet fiduciary responsibilities. Enquire about the ACT Toolkits for boards and ask your asset manager for their reporting if they are a Signatory.
Advisers, Wealth Managers & Platforms

Evaluate funds consistently, evidence due diligence, and reassure clients that managers are transparent and accountable. Join the ACT Collective to access resources that support your role. The ACT Mark shows a company has completed full, independent reporting on culture.
Personal Savers and Investors

See whether a firm is an ACT Signatory — increasing transparency and confidence that your money is managed responsibly. Look out for the ACT Mark and ask your asset manager if they are a Signatory.

HOW TO USE ACT TO ANALYSE

SCREEN

Identify whether managers are ACT Signatories and when they joined, and review their reporting.
REQUEST

Ask managers for their ACT reporting via the Door platform, or directly.
MONITOR

Use ACT data to track changes over time and receive alerts as managers update disclosures.
COMPARE & EMBED

Benchmark managers against peers, embed data into models, and integrate culture insights alongside financial and ESG analysis.