New Frontiers | Our WorkImpact Portfolio Construction Yesterday, Today, and Tomorrow

In 2023, Impact Frontiers set out to investigate the current state of practice in impact-driven portfolio construction and optimization across asset classes. With support from the Tipping Point Fund on Impact Investing, we interviewed over 30 leading investors and reviewed dozens of industry and academic publications related to this topic, and published a discussion document  presenting the main findings.

The document also serves as an introduction to a series of case studies spotlighting novel practices developed by individual investors incorporating impact into asset class allocation. The aims of this series are:

• to inspire asset owners and allocators to consider impact not only in manager and security selection, but also in the determination of their asset allocation; and,
• to provide examples of how leading investors are already doing so.