Active Ownership, Proxy Voting & Engagement Strategy
Use the ownership rights the fund already holds.
The executive challenge
The problem this program solves
Your customers, lenders or border authorities are asking for active ownership evidence your systems cannot yet produce — and the deadlines are contractual, not rhetorical. Disclosure without data is not conservative; it is a liability that grows with every round of scrutiny. You leave with a baselined, costed and sequenced active ownership blueprint — and the data architecture to defend every number in it.
Context
Why this matters now
Capability
What you will be able to do
- Build a credible active ownership transition plan — targets, baselines, sequencing and capital.
- Read materiality in active ownership: what matters financially, and to whom.
- Prepare active ownership data and governance for third-party assurance.
- Produce disclosure-grade active ownership reporting that survives assurance.
The IPAT Course Standard
The five-day journey
Each day is a deliberate progression in managerial capability — from strategic context, to analytical frameworks, to applied practice, to executive judgement under pressure, to a capstone that produces something your organisation keeps.
IPAT Signature Case™
Forty Mini-Grids and One Expiring Subsidy
A rural electrification portfolio at a regional bank was built on subsidised capital. The subsidy ends, collections run 20% below forecast, and the active ownership economics of every site are different.
Your decision: Run the portfolio triage, set the refinancing strategy, and decide what the communities and the lender hear.
IPAT Data Lab™
The active ownership claims in a food-and-beverage exporter’s report cannot survive an assurance engagement — yet.
Dataset: Synthetic ESG data-pipeline extracts with estimation gaps and inconsistent boundaries.
Your task: Repair the pipeline, rebuild the disclosure-grade numbers, and run the assurance pre-check.
An assurance-ready active ownership dataset and disclosure draft.
Data → Analysis → Decision, not Data → Code → Certificate
Day 5 · The Capstone
What will you change when you return to work?
Produce an IFRS S1/S2-aligned reporting and transition blueprint for your organisation: baselines, targets, data systems, governance and capital.
Methodology
Frameworks you will master
- • IPAT Data-to-Decision Framework™
- • IFRS S1/S2 (ISSB) disclosure architecture
- • GHG Protocol inventory standards
- • EU carbon border and sustainability trade rules
Cohorts
Upcoming cohorts
New dates are being scheduled
Register with your preferred start date and our admissions team will match you to the next available cohort — or contact us to arrange an in-house delivery for your organisation.
Register your interestExplore further
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