ACT for Analysis
Why it matters
How it use it
What it tells you
Who Uses ACT
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.
Why it 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?
How to Use ACT in Analysis
How to Use ACT in Analysis
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.
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
Who Uses ACT and How
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.
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.
