Social Impact Rating (SIR) + REAPP Impact Rating Tool
This tool integrates BlueHub’s Social Impact Rating (SIR) and REAPP impact rating into a single rating that serves as one of many inputs into BlueHub’s investment process. The SIR component of the tool assesses investment impact using the IMP’s 5 Dimensions of Impact framework. The REAPP component assesses the extent to which an investment may […]
Portfolio-Level Impact Scoring: A Case Study of British International Investment
British International Investment (BII) is the UK’s development finance institution, with a history that goes back to 1948.1 BII has entered 2022 with a new name, a new strategy, and a new impact scoring tool.2 This case study describes and discusses our new impact scoring tool in the context of our 2022-2026 strategy and overall […]
Impact ratings: Quantified, not monetized
This document summarizes the conversations that took place with the IMP’s Practitioner Community around the usage, benefits and challenges of impact ratings.
Construcción de un portafolio sobre la frontera entre el impacto eficiente y el desempeño financiero dentro de una clase de activo
Cómo puede un gestor de activos trazar su portafolio según los efectos que tiene sobre las personas y el planeta – y qué podemos aprender de esto
Una ilustración sobre cómo podemos construir portafolios en que el impacto y las metas financieras coincidan con las intenciones y limitaciones
Using self-reported data for impact measurement
This guide shows how surveying can be used to collect data for each of the five dimensions of impact.
Building an impact management process for a multi-asset class portfolio
Mapping a portfolio by its effects on people and planet
This report explains how PGGM has mapped a portfolio of products by its impacts on people and the planet using the Investor’s Impact Matrix
Constructing a portfolio on the efficient impact-financial frontier
This report provides guidance for individual funds within a single asset class who are looking to build a portfolio with both financial and impact goals.
How do we know if impact has occurred?
This report explores how collecting evidence of impact is important for impact management.
Incorporating impact goals into traditional asset allocation
This report explores a series of model portfolios that incorporate impact considerations into asset allocations to achieve desired impact goals.