In a sector traditionally driven by data, performance, and process, a new standard is emerging: culture as a core tenet of investment diligence. Sophie Kennedy of EQ Investors outlines the practical application of the ACT Stewardship framework, which raises expectations for transparency and qualitative scrutiny. From enhancing leadership alignment to navigating M&A, Sophie illustrates how cultural assessments can reveal strengths, or uncover risks, that numbers alone can’t detect.

Chapters

• 05:05 Qualitative Assessment and Red Flags
• 11:28 Future of ACT and Industry Culture