ACT for Analysis
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Culture is central to building a stronger, more resilient investment industry. Past crises and scandals have shown the cost of poor governance and weak culture. It reveals the environment in which fund managers operate — how decisions are made and how client money is stewarded — and it has become a core pillar of due diligence.
For analysts, ACT provides structured non-financial information that makes 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.
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Why ACT Matters
Crises and scandals show the cost of poor governance and culture.
Culture drives performance — shaping decision-making, innovation, and risk-taking.
It has become a standalone pillar of due diligence, alongside ESG.
ACT makes culture measurable, comparable, and transparent — helping analysts cut through greenwashing and understand how firms really operate.
👉 Want to know more about the framework behind the data? [Link to Explore ACT - Learn What ACT Is]
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How to Use ACT in Analysis {this could be visual to in scroll or blocks]
Step 1 – Screen
Identify whether managers are ACT Signatories and review their reporting.
Step 2 – Request
Ask managers for their ACT reporting via the platform or directly.
Step 3 – Monitor
Use ACT data to track changes over time and receive alerts as managers update disclosures.
Step 4 – Compare & Embed
Benchmark managers against peers, embed data into models, and integrate culture insights alongside financial and ESG analysis.
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ASK for ACT
What the ACT Mark Tells You
The ACT Mark signals full reporting on culture in a standardised and comparable format. It provides independent evidence that cuts through marketing spin, helping analysts avoid greenwashing hold firms accountable.
It also demonstrates intentionality and accountability through an independent process. The Mark shows whether a firm’s stated commitments are genuinely reflected in its culture, actions, and behaviours — giving investors confidence that values and practices are aligned.
For analysts, this creates a trusted source of non-financial data that complements financial analysis and supports better decision-making.
What Full Reporting Provides
Full ACT reporting gives analysts access to detailed, structured data on how firms embed culture into their decision-making and operations. It:
Enables comparability across managers and strategies
Provides visibility into policies, processes, and governance approaches
Supports risk mitigation by highlighting gaps between commitments and actions
Acts as a reference point for monitoring progress over time
Offers a tool to embed qualitative insight into quantitative models
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Practical Applications
ACT data supports stronger analysis by making culture measurable and comparable. It can be applied across due diligence, monitoring, risk management, and reporting — helping analysts cut through greenwashing and strengthen investment decisions.
Members of the ACT Collective receive access to practical resources, case studies, and guidance on how to integrate ACT data into their workflows.
[ Join the ACT Collective ]
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Who Uses ACT and How [THESE NEED TO BE IN BOXES NEXT TO EACH OTHER _ CAN BE A SCROLL]
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.
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.
Investment Trust Boards
Hold managers accountable, understand how culture shapes decision-making, and meet fiduciary responsibilities. Download the ACT Investment Trust Toolkit 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.
Retail Customers
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.
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Join the ACT Collective
Gain access to exclusive resources, ACT Academy events, and a community of investors and analysts committed to applying ACT data in practice and driving higher standards across the industry.
[ Join Today ]
