Resource ID: INDIGO-ARES-0102
Link: https://www.rockpa.org/wp-content/uploads/2020/06/RPA-Impact-Investing-Handbook.pdf
We designed this guide to present you, the impact investor, with the tools to develop and execute a tailored impact investing strategy. We aim to provide an objective, agenda-free resource that will inspire readers while also being realistic about the limitations and possibilities of this increasingly popular investment strategy. We will propose new approaches while keeping the principles of traditional investing in mind.
As industry observers and practitioners, we created this roadmap to offer some common methods to achieve the varied impact objectives of asset owners while also building upon traditional investing frameworks. We will define impact investing broadly and apply it across a wide array of approaches and asset classes—from the global public equity and debt markets to less liquid markets and more catalytic strategies.
We have structured the guide to answer a series of fundamental questions about impact investing. Placed in a sequence, these questions—and each corresponding Practitioner Exercise—become the building blocks of your own impact investing implementation plan.
In the “What” chapter, we place impact investing at the intersection of philanthropy,
investment, and policy while identifying its boundaries. The “Who” chapter describes the landscape of key market participants and stakeholders and provides the first steps for you to understand who you are as an impact investor. We then move into “Why” investors pursue impact investing to help you develop relevant goals and map them onto a theory of change—the central anchor for your impact investing process. These goals inform “How” you can use the right structures and tools—for both impact and investment—in order to build an impact investing portfolio. Finally, we look at how investors can measure success in “So What,” and then share concrete organizing approaches and best practices in “Now What.”
Impact goal: Health, Defence, Housing, Agnostic, Democracy, Education, Well being, SDG oriented, Social impact, Local rejuvenation, Sustainability eco, Development poverty reduction, Employment financial well being
Internal/external: External, Internal
Leader: Rockefeller
Method: Observation, Operational data, Mission alignment, Ex ante projections
Output format: Quant but no index
Scale: Micro
Sourcing: Self driven
Time frame: Ongoing, Prospective
Type: Guide
Used in sectors: Impact investing
Who: Private sector
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