Sequence 02
Module 4

Impact at the Portfolio-level

Module Overview

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.

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