Guidance on Impact Management for Social Equity
We invite your thoughts on any aspect of the discussion document, including the following discussion questions:
- What feedback do you have on the overall approach of the project?
- What additional guidance or recommendations should be included within each of the four steps?
- Are there additional case examples of emerging practices that you would recommend including?
Share your views below!
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
Shared Norms For Impact Performance Reporting
General feedback or questions regarding the Impact Performance Reporting Norms Version 1? Share your thoughts below!
Systems Mapping
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)?”
Discussion Questions:
- 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.