Investment Portfolio Impact Analysis Tool

Published 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.

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 Tool here

Download the demo version of the Tool here

Download the User Guide for the Tool here (includes video demonstrations)

Watch launch of the Tool and demo here.

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