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.

New research out now

White Paper: Scaling up institutional investment for place-based impact

Our joint white paper “Scaling up institutional investment for place-based impact,” based on the collaborative “Place-Based Impact Investing Project (PBII)” by the Impact Investing Institute, The Good Economy and Pensions for Purpose, sets out the case for institutional investors to adopt a “place-based lens.”