Digging Deeper into Impact Management

Step 1: Educate yourself

Overview of trends in impact managing and what others are doing 

Step 2: Set impact goals 

Articulate desired impact and outcomes you are looking for and establish a clear investment thesis 

Step 3: Select relevant metrics and collect data 

  • Global Impact Investing Rating System (GIIRS), B Lab - Data platform for collecting, benchmarking, and reporting on social end environmental impact of companies and funds. Features include pre-built metric sets, goal-setting functionality for investors, and the largest dataset of private company impact data. 

  • Impact Reporting and Investment Standards (IRIS) - IRIS metrics are designed to measure the social, environmental and financial performance of an investment. You can filter based on your investment priorities and focus areas. Started with reading Getting Started with IRIS

  • Global Reporting Initiative (GRI) Standards - The GRI Standards lists over 400 indicators on on a range of economic, environmental and social impacts. Sustainability reporting provides information about corporate sustainability performance. 
  • Sustainability Accounting Standards Board (SASB) Navigator - Sustainability research platform that helps investors find which ESG issues impact corporate performance and how well companies are disclosing on those issues.

  • Navigating Impact -Created by the Global Impact Investing Network (GIIN), the database helps investors select impact strategies and adopt metrics that indicate performance toward their goals. 
  • Access Impact Framework - Cornerstone Capital Group’s framework illustrates how portfolios align in support of the UN Sustainable Development Goals (SDGs) through a focus on access — access to the natural, human and economic resources. 

Step 4: Analyze and report on impact 

  • Toniic Impact Portfolio Tool – Version 2 - An Excel-based tool that allows an investor to classify every underlying investment by its intended impact, as well as other variables that investors take into consideration when designing their portfolios — such as liquidity, expected returns, geography, management structures, and more. The outputs of the tool are visual representations of the individual portfolios. 

  • List of platforms that collect and report on SASB Data 

Step 5: Revisit your impact management strategy 

Are you on track to meet your targets and how could your investment strategies be improved?

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