ACTiO and its best-in-class partners combine to offer a wide variety of services that covers all aspects of investor engagement

Investor Material

We work with you to ensure all of your investor engagement material, from corporate presentations to social media posts and broker research is fit for purpose – ensuring it delivers your message in the best possible way.


We advise on which brokers you should be encouraging to cover your shares, based on our knowledge and using our connections on the buy-side to establish which brokers are highly regarded in your sector, and by which audience. We can also advise on syndicate selection in ECM situations to ensure you are reaching the right audience.


If there are unfillable gaps in your coverage, we can produce high-quality research, written by experienced analysts and aimed at stimulating investor engagement.

Investor Engagement

We help you with targeting investors, based on knowledge, network, and our extensive database of mid/small-cap fund managers. As we are not a broker and therefore not bound by client lists, we can contact any investor on your behalf, or assist you in contacting them directly.

Feedback Gathering

We help you to ensure that you benefit from the knowledge of your investor interlocutors – approached in the right way, they can be an invaluable resource for you.


We look for opportunities for you to gain exposure to the desired investor base. Be it conferences, appearances in investment media, relevant platforms, or simply social media.


We use our depth of experience in SRI/ESG investment to advise companies on their approach to ESG and sustainable/impact funds, be it in marketing outreaches or soundings to establish how your sustainability credentials are perceived.

Regular Reports

We identify the right peer group for you and produce reports that give you a clear overview of your performance in a sector context, as well as newsflow and a summary of our activity/recommendations.