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