Impact Advisory and Reporting

We support asset managers in developing and executing intentional, measurable, and transparent impact strategies. From theory to reporting, we help ensure your impact approach resonates with LPs and integrates seamlessly into your investment process.

We work with you to develop a clear and credible impact vision aligned with your investment goals by co-creating or refining your impact thesis to match fund strategy; aligning strategy with leading frameworks like the UNSDGs, IRIS+, and the Impact Management Platform (or others).

Define the right indicators to track and demonstrate your results by tailoring KPIs based on your fund themes; using industry standards like GIIN’s IRIS+ or custom metrics where needed; and baseline      setting and target development for ongoing reporting.

Turn your strategy into an operational advantage by building or improving systems for impact monitoring, evaluation, and management; embedding impact tracking into your team’s existing workflows and tools; and providing internal training to align the team around your IMM approach.

Communicate impact in a way that’s meaningful—and meets LP expectations by draft or co-developing impact reports tailored to LP preferences and regulatory needs (e.g. SFDR); designing reports that balance data with storytelling, highlighting outcomes and lessons learned; and build reusable templates for quarterly, annual, or deal-specific reporting.

Stay ahead of disclosure and reporting standards by creating and implementing practical impact policies; advising on alignment with frameworks like SFDR (Article 8/9), PRI, or custom LP requirements; and assist in crafting responses to LP impact-related due diligence requests.