A Portfolio Approach to Impact Investment
A Practical Guide to Building, Analyzing and Managing a Portfolio of Impact Investments
This research presents a portfolio management tool to analyze impact investments across the three dimensions that determine the performance of these assets: impact, return and risk. Using our own portfolio and the experiences of over twenty leading impact investors, we have created a graphical framework to set targets, map investments and aggregate the profile of the portfolio as a whole. The work responds to an increasing demand for portfolio management strategies from both new and experienced impact asset managers, as market opportunities and portfolios grow.