A practical way to evidence how culture and behaviour are embedded in investment governance and decision-making.

Expectations around culture, behaviour and governance continue to rise, alongside increasing scrutiny of how decisions are made. Leading firms are beginning to respond by more intentionally integrating culture insights into investment oversight.

ACT Informed provides a simple, credible way for organisations to demonstrate how this is done in practice.

What is ACT Informed?

ACT Informed is a recognition for organisations that use ACT (Action, Challenge, Transparency) as an input into governance, oversight or decision-making processes.

It focuses on how ACT outputs are used, rather than assessing, rating or endorsing organisations, managers or products.

This means organisations can evidence a more disciplined, structured approach to incorporating culture into investment decisions — without changing their existing frameworks. All without adding cost, complexity or regulatory burden.

Why it matters now

There is increasing expectation from clients, regulators and stakeholders to demonstrate how culture and behaviour are considered in decision-making.

ACT Informed enables organisations to:

  • Integrate independent culture data into governance and oversight

  • Strengthen due diligence and decision discipline

  • Improve risk management and decision quality

  • Provide clear, defensible evidence under scrutiny

Early adopters are already embedding ACT within their processes — signalling a shift towards more intentional, evidence-based approaches to investment oversight.

Who is it for?

ACT Informed is relevant for organisations that appoint, oversee, distribute, rate or evaluate investment managers or funds.

This includes:

  • Wealth managers and advisers

  • Investment platforms

  • Ratings agencies

  • Asset owners and institutional investors

  • Investment consultants

  • Pension and charity trustees

  • Investment trust boards

What does being ACT Informed involve?

An organisation described as ACT Informed:

  • Uses ACT as an input within at least one defined governance, oversight or research process

  • Documents how ACT is used at a high level for governance purposes

ACT Informed is designed to sit alongside existing governance, risk and decision-making processes. It does not replace fiduciary responsibility, investment discretion or existing due diligence frameworks.

What does it signal?

Being ACT Informed signals:

  • Integration of independent culture data within governance and oversight

  • Enhanced due diligence and decision discipline

  • Stronger risk management and decision quality

  • Clear, defensible evidence for client, regulatory and stakeholder scrutiny

It provides a clear way to demonstrate that culture is being considered in a structured and consistent way.

Explore ACT Informed

Organisations adopting ACT Informed can publicly describe themselves as ACT Informed and access resources to support implementation in practice.

If you are already integrating ACT — or considering how to strengthen governance and decision-making — we would be happy to discuss how ACT Informed could apply to your organisation.

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