Building an impact management process for a multi-asset class portfolio

Project Snowball – a multi-asset class investment partnership targeting measurable positive impact alongside competitive financial returns – teamed up with the IMP to construct a portfolio that meets its impact goals.

In this latest co-authored report, Snowball employed the IMP’s conceptual framework to create selection criteria for investing towards its impact goals. It now uses these criteria as the basis for its ongoing impact management and reporting process. 

Snowball also mapped each investment product in its portfolio by ‘impact class’ in order to build a total portfolio view of its impact and set a baseline for managing performance over time.

This case study provides a framework and guidance for anyone seeking to map their product or portfolio by its impact on people and/or the planet.

Click here to download the report.