The UNEP FI Impact Analysis Tools, launched in 2020, have been designed open-source for banks, investors and their corporate clients and investee companies. Following the release of the Principles for Positive Impact in 2017, the Rethinking Impact thought piece and two sets of practitioner guidance (Impact Radar and Model Frameworks) in 2018, the tools will enable practitioners to implement a holistic approach to impact analysis and management.

The Corporate Impact Analysis Tool helps banks and investors gain a cross-cutting view of the impact status and possibilities of their clients and investee companies. It was developed through a Working Group of banks, investors and service providers. Following the Positive Impact Initiative’s unique approach, the Tool enables users to perform a holistic analysis of companies, based on the reality of those companies’ business activities and the needs of the countries in which they operate, whether for sourcing, production or sales.
The Portfolio Impact Analysis Tool for Banks is designed to guide banks through an impact analysis of their portfolios. Developed jointly with signatories of the Principles for Responsible Banking and UNEP FI Member Banks, the Tool will help banks analyze the impacts associated with their retail (consumer and business banking) and wholesale (corporate and investment banking) portfolios. The analysis will enable banks to set targets where it matters in order to drive their contribution to society’s goals, as required by the Principles for Responsible Banking.

 

To find out more, please visit the individual Tool pages.

You can view recordings of the launch webinars, which include a live demo here.


Frequently Asked Questions

  • Are the two tools complementary?

Yes. The Portfolio tool provides a top-down analysis of bank portfolios, while the Corporate tool provides a bottom-up analysis client by client / investee company by investee company analysis. Once financial institutions have identified their most significant impact areas they will be in a position to use the Corporate tool on those clients and investee companies that are linked to these impact areas in order to determine impact targets and action plans together. By providing a common methodology to all players across the investment chain the intention is to facilitate engagement and accelerate the process of impact management and hence achievement of the SDGs.

  • How does the Tool relate to other impact-related resources?

By virtue of the holistic impact analysis methodology, the Tool is highly compatible with existing frameworks, from product-focused standards such as the Green Bond and Sustainability Linked Loans Principles, to impact investing resources such as the IMP 5 dimensions or the GIIN IRIS+ system.

UNEP FI is a member of the IMP Structured Network, a network of impact-related standard-setters working on promoting convergence and harmonisation.

  • Will the tools be updated over time?

The tools will be updated on an on-going basis, based on user experience and further consultations and reviews with relevant experts and bodies. Updates will be made available on the UNEP FI website. There is no data loss involved for users, as no data is up-loaded. The tool is for download, to be used privately within user companies.

You can find more FAQs on the individual tool pages for the Corporate Tool and the Portfolio Tools for Banks


Get Involved

  • How can one join the working group activities ?
  • Can you tell us more about the upcoming “work on corporate business models”?

If your organization is a UNEP FI member you just need to inform us and we will loop you into the new Working Group activities as they commence later this month. If your organization is not a UNEP FI member it may still be possible to join certain Working Groups, and PII Community Calls are open to all interested parties. Contact us at positiveimpact@unepfi.org to tell us more about your specific interests and become involved!

The new work plan is in the process of being consolidated. As part of this we expect to be  piloting of the corporate analysis tool with a small number of corporates and financial institutions, focusing on a specific impact value chain (probably energy/connectivity). A dedicated webinar will be held in a few weeks’ time. If you are interested please sign up for updates here: https://www.unepfi.org/uncategorised/positive-impact-finance-community-newsletter/

 


Contacts:

Careen Abb, Programme Leader, Positive Impact, UNEP FI – careen.abb@un.org

Mustafa Chaudhry, Communications, UNEP FI – mustafa.chaudhry@un.org