Diagnostics Tool

Take the BlueMark self-diagnostic to see how your organization’s impact management practices stack up against your peers. The 9-question survey should take about 5 minutes to complete.
To learn more about best practices in impact management, download our latest ‘Making the Mark’ report which includes data and insights based on our verifications of investor alignment with the Operating Principles for Impact Management, a leading industry standard for how to integrate impact considerations throughout the investment lifecycle. More than 140 investors from around the world, representing $400+ billion in combined impact capital, have signed onto the Impact Principles since they were first introduced in April 2019.
Please reach out to us at [email protected] with any questions or to discuss your verification needs.

Demographic questions :

What type of organization do you represent? ( Select all that apply)




Where is your organization based?







What are your organization’s impact-focused assets under management (AUM)?




Question 1 of 9

Has your organization developed a framework (e.g., a theory of change) that is backed up by research and that clearly documents the links between the organization’s investment strategy and impact objectives?



Question 2 of 9

Does your organization align its impact objectives with the Sustainable Development Goals (SDGs)?



Question 3 of 9

Does your organization align its impact objectives with the 169 Targets underlying the Sustainable Development Goals (SDGs)?



Question 4 of 9

Are your organization’s employee incentive programs linked to impact performance (for those employees responsible for executing the impact strategy)?



Question 5 of 9

Does your organization assess all five of the Impact Management Project’s dimensions of impact - What, Who, How Much, Contribution, and Risk - for each investment?



Question 6 of 9

Does your organization have a process to systematically identify and engage with investees to address ESG performance and risks?



Question 7 of 9

Does your organization solicit input from stakeholders (e.g., local communities, beneficiaries, and/or workers) as part of its efforts to understand the impact performance of your investments?



Question 8 of 9

Does your organization consistently evaluate opportunities to ensure or “lock in” the long-term impact of its investments, beyond the duration of your investment period?



Question 9 of 9

Does your organization have a process to track unexpected positive or negative impacts that might arise with any of its investments?



“You scored out of a possible 9 points.”