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) Asset manager Asset allocator Diversified investor Other Where is your organization based? U.S. Canada UK Europe (excluding the UK) Middle East / North Africa (MENA) Asia Pacific (APAC) Latin America What are your organization’s impact-focused assets under management (AUM)? < $100mn $100mn - $500mn $500mn - $999mn < $1bn 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? Yes No *DID YOU KNOW? → 73% of impact investors verified by BlueMark have created a logic model or theory of change Question 2 of 9 Does your organization align its impact objectives with the Sustainable Development Goals (SDGs)? Yes No *DID YOU KNOW? → 93% of impact investors verified by BlueMark align their impact objectives with the SDGs Question 3 of 9 Does your organization align its impact objectives with the 169 Targets underlying the Sustainable Development Goals (SDGs)? Yes No *DID YOU KNOW? → While 93% of impact investors verified by BlueMark align their impact objectives with the SDGs, just 48% align specifically with the 169 underlying Targets Question 4 of 9 Are your organization’s employee incentive programs linked to impact performance (for those employees responsible for executing the impact strategy)? Yes No *DID YOU KNOW? → 47% of impact investors verified by BlueMark align staff evaluation and/or incentive systems with impact performance 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? Yes No *DID YOU KNOW? → Only 17% of impact investors verified by BlueMark assess each investment using all five of the IMP’s dimensions of impact Question 6 of 9 Does your organization have a process to systematically identify and engage with investees to address ESG performance and risks? Yes No *DID YOU KNOW? → 43% of impact investors verified by BlueMark systematically follow up with investees to address ESG gaps 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? Yes No *DID YOU KNOW? → Just 11% of impact investors verified by BlueMark solicit input from stakeholders to assess impact performance 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? Yes No *DID YOU KNOW? → 73% of impact investors verified by BlueMark consistently review each investment’s impact performance 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? Yes No *DID YOU KNOW? → Only 32% of impact investors verified by BlueMark monitor and review the unintended consequences of their investments “You scored out of a possible 9 points.” Thank you for completing BlueMark’s self-diagnostic survey! It seems like you have a few important impact management practices in place, but you may be missing several key elements of a robust impact measurement and management system. For more data on industry best practice in impact management, take a moment to read through Making the Mark: The Benchmark for Impact Investing Practice. If you have any questions on impact management or verification, please feel free to reach out to [email protected] Thank you for completing BlueMark’s self-diagnostic survey! It seems like you have several important impact management practices in place, but there are likely a few areas where you could enhance your approach to build a leading edge impact measurement and management system. For more data on leading practices in impact management, we encourage you to read Making the Mark: The Benchmark for Impact Investing Practice. If you have any questions on impact management or verification, please feel free to reach out to [email protected] Thank you for completing BlueMark’s self-diagnostic survey! It seems like you have several leading impact management practices in place, but there may be a few additional areas where you could enhance your approach and play an even stronger leadership role in impact measurement and management. For more data on best practices in impact management, please read Making the Mark: The Benchmark for Impact Investing Practice. If you have any questions on impact management or verification, please feel free to reach out to [email protected] Previous Next
