Impact Class Catalogue

How can asset owners adapt or build their portfolio to include investments that best meet their intentions and constraints, without having to mine granular impact data on hundreds of underlying assets? Likewise, how can intermediary asset managers identify aligned investors and avoid being compared inappropriately to those with different kinds of impact?

To answer these questions, the Impact Management Project (IMP) has collaborated with over 2,000 investors and enterprises to develop “impact classes”, which group investments with similar impact characteristics based on their impact performance data (or, in the case of new investments, their impact goals).  In short, an impact class combines the impact of an investment’s underlying asset(s) with the contribution the investor makes to this impact.

This grouping does not mean that granular impact data isn’t needed; in fact, the impact classification relies on a globally accepted approach that compares the detailed impact of individual enterprise. Instead, impact classes offer a complementary and immediate solution for differentiating the type of impact that investments have, even when very different measurement approaches are used.

Below you will find a live catalogue of investment products, grouped by impact class. Today, this catalogue contains over 40 products which have been classified by the asset managers themselves, based on expected or actual performance across the five dimensions of impact. Read more about the process here.

This live catalogue of impact products is intended to enable:

Scroll to the bottom to see guidelines on how to use the table and find a description of each impact class. Visit the Impact Classes of Investment page for more information on how this classification was created. If you’re an asset owner and you want to see how this classification enables better impact management of your portfolio, see this case study here.

For a better view of the table, we recommend seeing the desktop version of this page. 

We are inviting investors to join this growing community by publicly mapping their investments by impact class. This investment classification guide outlines how an investment product (or portfolio of investments) can be classified using impact data – qualitative, quantitative, ESG and outcome-based – of the underlying assets. We will be releasing more detailed guidance and examples of this mapping process using different investor perspectives in early 2019. To include your product in this catalogue, or to provide feedback on this process, please contact us at team@impactmanagementproject.com

How to use the table

How to use the table

Impact classes are abbreviated based on their location on the matrix – thus bringing together the impact goals or performance of the underlying asset (A, B or C) and the strategies that investors use to contribute to that impact (1 through 6). The ‘Assessment’ column specifies whether the investor mapped the investment product based on its impact performance or goals. The ‘Allocation’ column indicates the allocation of an investment product to a specific impact class.

The side bar below provides context on each of the impact classes: click on the impact class name to view its definition.

For more information on the matrix and asset classes, please refer to this investment classification guide

If you have any feedback on the Impact Class Catalogue, or if your organisation would like to be involved, please get in touch at
team@impactmanagementproject.com