Sequence 02
Module 5

Impact at the Investment Level

Module Overview

How can investors build their portfolio-level impact goals into their investment process? How can integrating impact alongside financial considerations into each stage of the investment process help investors optimize and improve performance over time?

This module explores impact-financial integration at the investment level. Using the fictitious ‘Frontiers Fund’, we will explore how to integrate portfolio-level impact goals into pipeline screening, due diligence, approval, and performance review.

Integrating Portfolio Goals into the Investment Process

The purpose of impact-financial integration is to incorporate impact management into each step of the investment process. What this looks like in practice will depend on an investor’s goals and context.

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