The Portfolio Impact Analysis Tool for Banks an iterative input-output workflow which 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 as per the requirements of the Principles for Responsible Banking.

Below, you’ll find an interactive online introduction to the Tool which goes through the steps banks need to go through in identifying the bank’s most significant impact areas and determining priorities, thus setting the basis for strategy development and target-setting.

User Guide
Portfolio Impact Analysis Tool for Banks
About the Tool
- Tool overview
- Tool workflow
- Workflow demo
Phase 1 - Scoping
- Scoping section demo
Phase 2 - Impact Identification
- Impact identification steps
- Impact identification demo
2.1 - Bank Cartography
- Cartography demo
2.2 - Understanding Context
- Context demo
2.3 - Review
- Profiles & impact areas
- Profiles & significant impact areas demo
Phase 3 - Impact Assessment
- Impact assessment steps
- Impact assessment demo
Using the Indicator Library
- Indicator library demo
Access the Tool
Acknowledgements
Copyright
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User Guide
About the Tool

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Phase 1 - Scoping
Phase 2 - Impact Identification
2.1 - Bank Cartography
2.2 - Understanding Context
2.3 - Review
Phase 3 - Impact Assessment
Using the Indicator Library
Acknowledgements
Copyright
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Download Version 2 of the Tool here

Download the full User Guide for Version 2 of the Tool here


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Copyright © United Nations Environment Programme, 2021

The UNEP FI Portfolio Impact Analysis Tool for Banks 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 acknowledgment 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 Guide may be made for resale or for any other commercial purpose whatsoever without prior permission in writing from the United Nations Environment Programme.