Sequence 02
Module 4

Impact at the Portfolio Level

Module Overview

How does portfolio level impact management differ from investment-level? How can the impacts of individual investments be aggregated to the portfolio level?

Module 3 provided an overview of impact-financial integration. Determining which investments are more or less aligned with your impact and financial goals reveals investment-level insights that help you move your portfolio towards the efficient impact frontier.

Before we dive into integrated analysis and decision-making, however, we must start from first principles: what kind of impact does your organization want to create through its investments?

Portfolio-level Impact Goals & Integrated Dashboards

Defining your portfolio level impact goals in terms of the What, Who, and Contribution dimensions can guide both portfolio level and investment-level impact management. This worksheet can help you get started.

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