The section on the purpose of impact addressed the importance of impact investing and the range of opportunities available to impact investment. This section gets more granular, looking at how to build an investment thesis and how then to develop strategies to implement that thesis. It then moves on to look at some of the criteria and indicators that might be built into that thesis in order to test the strategy and how to build and manage impact portfolios.

How to use these resources

As well as drawing on the knowledge contained in the section on purpose, this section also relies on concepts covered in the section on impact measurement, management and reporting, such as theories of change. If you have not already done so, it would be helpful to read the content in those sections first.

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Development and interpretation of impact thesis

Impact investing goals

There are no Intermediate resources for this topic

Impact criteria, indicators and data

Investment decision-making processes based on impact analysis