Impact Assessment in Practice

Impact Assessment in Practice

Impact assessment is a key component of managing an impact investment portfolio, and many investors today are building methodologies that bring value beyond simply reporting outcomes.To help inform that iterative process, this research presents sixty-eight case studies from twenty-one leading impact investors that share best practice and debated viewpoints on impact assessment along the investment process. The report builds off prior work in A Portfolio Approach to Impact Investment, which we recommend for broader coverage of impact portfolio management.

As the industry matures, investment portfolios are generating a growing set of impact data. With this growing data set, investors are increasingly looking to move from basic impact reporting frameworks to impact assessment that creates value for management.

Value of Impact Measurement, page 7