The UNEP FI Impact Analysis Tools 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.

NEW for June 2021: the Investment Portfolio Impact Analysis Tool was developed to enable financial institutions to holistically identify and assess the impacts associated with their investment portfolios. It requires users to input data about the nature, content and context of their portfolios. A set of in-built impact mappings is then combined with this data to help users identify the most significant impact areas of the portfolio and to reflect on their current impact performance, thus setting the basis for strategy development and target-setting.
NEW for June 2021: the Real Estate Impact Analysis Tool was developed to enable financial institutions to holistically identify and assess the impacts associated with real estate investments and portfolios. There are multiple use cases for this kind of analysis, including: decision-making and due diligence in the context of asset acquisition; fund/portfolio review and management; impact target-setting as well as impact & SDG reporting.
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 helps banks analyze the impacts associated with their 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.
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.

 

To find out more download the flyer here or visit the individual Tool pages.

You can also view recordings of the launch webinars on the individual tool pages.


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.

 


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