Impact Portfolio Construction Yesterday, Today, and Tomorrow
We invite investors to share:
- Any reactions to the discussion document
- Their own thoughts on, and experiences with, impact-driven portfolio construction and optimization across asset classes
- Any resources on these topics that were not included in the discussion document
Advancing Social Equity Through Impact Management
We welcome your collaboration on this work and encourage you to share your ideas, learnings, and challenges on impact management practices for social equity. We are interested in hearing your thoughts on any aspect of this initiative, including the following questions:
- What social equity “blind spots” in organizational and investment impact management processes pose the risk of investors unintentionally perpetuating inequities?
- For investors currently engaged in efforts to advance social equity through their investments, what challenges have you encountered in impact management?
- What existing resources have you found particularly useful to advance impact management practices for social equity? What new resources (if any) do you think are needed?
Share your views in our Discussion board below or reach out to us at firstname.lastname@example.org!
Shared Norms For Impact Performance Reporting
We invite your thoughts on any aspect of the discussion documents, including the following discussion questions:
- Do the Norms strike the right balance between uniformity and standardization on one hand, and flexibility for preparer discretion and customization on the other? What, if anything, would you change to improve that balance?
- Does the suggested content and structure – in particular the list of suggested topics in "3. Impact Performance" – include the right items with the appropriate level of emphasis? Is there anything you would recommend adding, removing, or changing?
- Should a principle of conservatism be added? This would encourage report preparers, when facing situations in which information is uncertain or may be framed or presented in various ways, to favor possible understatement over possible overstatement of positive impact (and vice versa for negative impact).
- How can field-building organizations (including but not limited to Impact Frontiers) best support collective action among report preparers and users to transition to impact performance reporting in alignment with the Norms?
- Impact Frontiers can steward the Norms as long as is needed. In the longer-term, however, incorporation into a larger body of standards may increase adoption and reduce proliferation of standards. What kind of entity would you see as the best long-term home of these norms?
- Industry association or membership network (e.g., GIIN, ILPA, UN PRI)
- Voluntary standard-setter with an independent standards board (e.g., ISO, ISSB, GRI)
- Incorporation of norms into jurisdictional policy and regulation
This workstream is intended to provide investors with one possible way to get started with systems mapping. There are very few publicly available case studies for investors on this topic, and we are eager to hear from practitioners about their experiences with systems mapping, and their reactions, feedback, and comments on this emerging thinking.
What additional practices and/or guidance have practitioners come across that can help investors utilize systems mapping techniques to inform decision-making? In which contexts are these kinds of systems mapping techniques more or less useful to investors?
Weigh in below!
The ABC of Impact - Discussion Forum
We invite your thoughts on the following discussion questions, and on any aspect of the discussion document:
- Does your organization use the ABC of impact? If so, how? If not, why not?
- What are your reactions to the proposed changes?
- Do you agree that impact classification and valuation are complementary techniques, with the former best suited to ensuring that a set of companies or investments have the desired impact characteristics, and the latter best suited to making comparisons of magnitudes of impact among various companies or investments?
Share your views below!
“What can impact investors learn from evaluators (and vice versa)?”
- How do you think investors’ impact management practices stand to benefit from evaluation methods such as those described in these videos?
- Evaluation and Impact Investing (video): Veronica Olazabal, Jane Reisman, and John Sherman
- The Mis-measurement of Impact, and What Investors Might Do Instead (video): Ken Scheffler and Laura Castro, Innovations for Poverty Action, Right-Fit Evidence Unit
- What can evaluators learn from the impact management practices developed by investors?
Please see Our Work “What can impact investors learn from evaluators (and vice versa)?” for more details.