NEW: Version 3 of the Portfolio Impact Analysis Tool for Banks is out now!

As of 2022, UNEP FI’s Impact Analysis Tools are gradually transitioning to a ‘modular’ format, where the main components of impact analysis are contained within distinct modules. Discover the first three modules of V3!

The Portfolio Impact Analysis Tools for Banks (Version 3) is an iterative input-output workflow based on UNEP FI’s unique Holistic Impact Methodology.

  • Context Module – Download here
    • Latest update: 27 July 2022 (Data OUT worksheet)
    • Download the user guide here
  • Consumer Banking/Identification Module Download here
    • Latest update: 27 July 2022 (Number of customers indicator, Summary worksheet, Interlinkages Map)
    • Download the user guide here
  • Institutional Banking/Identification Module  – Download here
    • Latest update: 27 July 2022 (Profile-Global worksheet, Summary worksheet, Interlinkages Map)
    • Download the user guide here

It requires users to input data to describe their portfolio and to reflect their current impact performance. The Tool uses the input data in combination with a set of in-built impact mappings to produce a number of outputs, in particular a set of impact profiles by business line, and to guide the user in identifying the bank’s most significant impact areas and determining priorities, thus setting the basis for strategy development and target-setting.

It is designed to enable banks to comply with the requirements under Principle 2 on Impact Analysis and Target-setting of the Principles for Responsible Banking (PRB): ‘We will continuously increase our positive impacts while reducing the negative impacts on, and managing the risks to, people and environment resulting from our activities, products and services. To this end, we will set and publish targets where we can have the most significant impacts.’

Invitation for feedback: We have initiated the transition to a new modular format of the Bank Portfolio Tool and welcome user feedback on the first Modules (Context and Identification). Feedback will be integrated progressively on an on-going basis up until October, when the remaining Modules (Assessment) will be released. So please 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.


About the new, modular format:

As of 2022, UNEP FI’s Impact Analysis Tools are gradually transitioning to a ‘modular’ format, where the main components of impact analysis are contained within distinct modules, as per the diagramme below.

This new modular format allows more flexibility to accommodate for a variety of types of user banks.

Other exciting new features of Version 3 include:

  • The impact areas and mappings considered in the tool are those listed and described in the revised  Impact Radar (Positive Impact Initiative, UNEP FI, 2022).
  • Enhanced user-freindliness / quicker navigation thanks to ligher file size
  • Increased capacity (sector selection)
  • The Context module enables needs assessment at three different levels: global, country and local
  • New data visualisatoins, including SDG correspondences
  • Sector selection remains possible in a variety of industry classification codes (ANZIC, ISIC, NACE, NAICS)

Resources:

  • Download the User Guides for Version 3 of the Tool here (one per module)
  • Download the demo versions of the modules here:
  • Watch the launch and walk-through of Version 3, featuring UNEP FI, RBInternational and Alex Bank here.
  • If you would like to access previous versions of the tool, please get in touch here.

Frequently Asked Questions

 

1. When will the Assessment Modules be launched?

The Assessment Modules will be released in October 2022, along with the Impact Protocol and the revised Indicator Library. Please subscribe to updates from UNEP FI’s SDGs and Impact programme to stay up to date.

2. Until the Assessment Modules are out, should I stick to V2 or move to the first Modules of V3?

If you are just starting out, or still in the middle of the identification process then we would recommend moving to V3 of the Tool as the Assessment Modules will be out in time for when you need to move on to the assessment phase of the analysis. If you are done with identification and starting on assessment, with a need to finish soon, we would suggest sticking to V2 for this round. If you are not in a rush, you may wish to wait for V3 to benefit from the usability enhancements (while importing from V3 to V2 is discouraged, importing from V2 to V3 is manageable).

3. Will the other Impact Analysis Tools (Investment Portfolios, Corporate, Real Estate) be shifted to a modular format?

Yes, all the Tools will be shifted to a modular format. The Corporate Impact Analysis Tool is next in line to be shifted.

4. Who has access to the Tool? 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 are benefitted with implementation support, workshops and continual working group meetings and consultations.

Approximately half of UNEP FI’s PRB signatories (which account for more than 290 banks across the world) are currently using the Portfolio Impact Analysis Tool for banks.

 


Feedback

Help us to improve the Portfolio Impact Analysis Tools for Banks!

  • If you are a bank, please share your user experience and feedback with us
  • If you are a topic or impact expert, help us to refine the Tool’s in-built sector-impact mappings

Contact: positiveimpact@unepfi.org


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Copyright © United Nations Environment Programme, 2022

The UNEP FI Portfolio Impact Analysis Tools 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 Tools 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.