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.
Features of the Tool include:
- Enables fund or portfolio level analysis
- Asset classes covered include fixed income, equity and real estate, among others
- Uses the Principles for Responsible Investment asset class classification & GICS sector classification, among other market standards
- In-built impact mappings (taxonomies), including an asset class/impact map and several asset class-specific mappings
- Two in-built Indicator Libraries
The Tool was developed to enable signatories to the Principles for Responsible Banking (PRB) to meet their requirements under Principle 2 on impact analysis. It complements the Bank Portfolio Impact Analysis Tool, which focuses on Consumer, Business, Corporate and Investment Banking, but does not cover investment portfolios.
The methodology was derived from UNEP FI’s unique holistic approach to impact and the Sustainable Development Goals, as developed by its Positive Impact Initiative (PII), as such it is aligned with the Principles for Positive Impact Finance and is based on the 22 ‘impact areas’ of the UNEP FI Impact Radar.
The Tool’s in-built resources are based on internationally recognised standards from within and beyond the UN System.
The Investment Portfolio Impact Analysis Tool is a live resource, designed to evolve over time in order to constantly improve user experience and benefits.
Download the User Guide for the Tool here (includes video demonstrations)
- 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.
- Due to the large file size, it may take some time to download and for some of the outputs to display (to improve usability, please increase autosave intervals).
Background and Acknowledgements
UNEP FI would like to acknowledge the members of the Private Banking & Asset Management groups of the 2020–2021 Portfolio Impact Analysis Working Group, whose work and user experiences are reflected in the Tool.
UNEP FI would also like to acknowledge the Impact Management Project, whose facilitation and technical support made possible the compilation of the Tool’s new resource, the Sector Indicator Library.
This is the very first edition of the Investment Portfolio Impact Analysis Tool. Help us to improve it!
Whatever your profile your views are important:
- If you are a financial institution, please share your user experience and feedback with us
- If you are a topic expert, help us to refine the Tool’s in-built impact mappings
You may also be interested in:
- UNEP FI Portfolio Impact Analysis Tool for Banks V2.0 (2021)
- UNEP FI Real Estate Impact Analysis Tool (2021)
- UNEP FI Corporate Impact Analysis Tool (2020)
- Principles for Responsible Banking
- Rethinking Impact to Finance the SDGs – Our unique theory of impact (2018)
- The Impact Radar (2018)
- The Principles for Positive Impact Finance (2017)
Copyright © United Nations Environment Programme, 2021
The UNEP FI Investment Portfolio Impact Analysis Tool and its User Guide 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 Investment Portfolio Impact Analysis Tool and its User Guide may be made for resale or for any other commercial purpose whatsoever without prior permission in writing from the United Nations Environment Programme.