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 into each step of the investment process help investors improve performance over time?

This module explores impact-financial integration at the investment level. Using the fictional example of the ‘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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