Portfolio Impact Analysis Tools for Banks (Version 3)

Published July 2022

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

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.

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

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.

You can download the tool modules below:

Context Module (Latest update: 27 July 2022)
Consumer Banking/Identification Module (Latest update: 27 July 2022)
Institutional Banking/Identification Module (Latest update: 27 July 2022)

You can also find module user guides below:

Context Module – User Guide 
Consumer Banking/Identification Module – User Guide
Institutional Banking/Identification Module – User Guide   

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