The Portfolio Impact Analysis Tools for Banks is an iterative input-output workflow based on UNEP FI’s unique Holistic Impact Methodology. The Tool requires banks to input data to describe their portfolio and to reflect their current impact performance. The Tool then uses the input data in combination with a set of in-built Impact Mappings to produce a number of outputs, such as impact profiles by business line. These help banks identify their most significant impact areas and determine priorities, thus setting the basis for strategy development and target-setting.
The Tool is designed to help banks meet the requirements of the Principle 2 on Impact Analysis and Target-setting of the Principles for Responsible Banking (PRB). It also serves as a valuable resource for any bank looking to understand and manage its impacts effectively.
The Portfolio Impact Analysis Tool for Banks has a ‘modular’ format, where the different components of the impact management process (as per the UNEP FI Impact Protocol) are contained within distinct modules. The Tool Modules are listed below; before downloading them, please refer to the interactive online introduction to learn what each module covers and identify which ones are most relevant to your bank.
Modules of Tool:
- Context Module
- Consumer Banking / Identification Module
- Consumer Banking / Assessment Module
- Institutional Banking / Identification Module
- Institutional Banking / Assessment Module
- ESRS Disclosure Module
Interactive Introduction to the Tool
⚠ Warning
- The Tool is a “live tool” that actively incorporates user feedback; we recommend that you frequently check the website for updates to ensure you have the latest version.
Additional Resources
- Find a presentation of all Tool Modules here
- Download the demo versions of all the Tool Modules here.
- If you would like to access previous versions of the Tool, please get in touch here
FAQs
Who has access to the Portfolio Tool for Banks? How many banks are currently using it?
The Tools and User Guides are open source, available for free and can be used and implemented by anyone who would be interested. However, members of the Principle of Responsible Banking (PRB) and UNEP FI have benefitted from implementation support, workshops and continual working group meetings and consultations.
Approximately two thirds of UNEP FI’s PRB signatories (which account for more than 345 banks across the world) are currently using the Portfolio Impact Analysis Tool for banks.
Feedback
Are you using V3? What has your experience been like? Share your feedback with the UNEP FI Secretariat and check the website regularly for updates! The adjustments will be listed so you can keep track of what is changing.
Contacts
- Costanza Ghera, Content Manager – costanza.ghera@un.org
- Alexander Stopp, Content Manager – alexander.stopp@un.org
Copyright © United Nations Environment Programme, 2022
The UNEP FI Portfolio Impact Analysis Tool for Banks and its User Guides may be reproduced in whole or in part and in any form for non-commercial educational or non-profit purposes without special permission from the copyright holder, provided acknowledgement of the source is made. Please contact the United Nations Environment Programme for a tailored acknowledgement statement. The United Nations Environment Programme would appreciate receiving an electronic copy of any materials (publications, resources, tools) that use all or part of this resource either directly or as a source of inspiration.
No use of the UNEP FI Portfolio Impact Analysis Tool for Banks and its User Guides may be made for resale or for any other commercial purpose whatsoever without prior permission in writing from the United Nations Environment Programme.
Disclaimer
The conclusions derived by users regarding their most significant Impact Areas and areas of priorities are their own. Only the Tool methodology can be attributed to UNEP FI.