How does portfolio-level impact management differ from the 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 get to integrated analysis and decision-making, 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 impact goals in terms of the five dimensions of impact can guide both portfolio-level and investment-level impact management.