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Making Iris Actionable-02

Making Impact Management Actionable

Manage investments with the intent to contribute to the achievement of measurable social and environmental objectives.

Build impact thesis, navigate impact management metrics, manage the investment portfolio and generate insights in the shortest time.

Most flexible, comprehensive and easy to use impact management platform for Asset Owners and Asset Managers for:

  • Strategy
  • Portfolio Management
  • Data collection
  • Analytics
  • Reporting

In Association With IRIS+ and Impact Management Project

IRIS+ Impact Themes to Actionable Impact Management for your portfolio in the shortest time


Asset Owners

Take nonfinancial considerations - like impact - into account when making investment decisions. Build a robust process to manage and measure impact through the use of standard and bespoke indicators.
Asset Managers or Impact Funds

Asset Managers

Assess investor contribution and understand portfolio weights on avoiding harm, benefiting stakeholders or contributing to solutions. Measure investment and portfolio performance and report to asset owners.
Impact Advisory

Impact Advisory

Support impact portfolios construction for every client with a disciplined impact management process. Demonstrate environmental and social impact, in addition to financial returns based on IRIS, GRI, SDG or other standards.
Themes & SDG-05

Impact Themes

Start with impact themes or Sustainable Development Goals and configure impact strategy

Start by selecting impact objectives based on category or Sustainable Development Goals.

With actionable IRIS+, navigate the system and get out of box relation between strategies and metrics. Included standards - UN SDG, GRI, IRIS, Robin Hood, ODI, CDP, Guide Star and more.


Create Strategy

Impact Strategy

Establish an impact management framework

based on Theory of Change or implement Impact Management Project's 5 Dimensions of Impact to an investment portfolio or investments.
  • Out of box impact themes, 3500+ indicators, and metrics, including IRIS+ Taxonomy
  • Innovative step by step theory of change and 5 dimensions of impact application
  • Add custom indicators and define reporting format for both qualitative and quantitative data
  • Align with Sustainable Development Goals (SDG) and Impact Management Project (IMP)
  • Perform investee risk assessment and due diligence building towards the impact objectives

Portfolio Management

Build and manage a portfolio

Manage portfolios consisting of both private and public market assets across asset classes and:

  • Profile investments based on impact, risk profile and financial objectives as well as investor contribution
  • Embed best practices and impact data on decision-making processes at the due diligence, impact assessment, and investment management stage
  • Consolidate investments' outcomes at the portfolio level to manage strategic impact towards objectives
  • Monitor performance of pre-agreed upon investment metrics against expectations and implement feedback loops
  • Store investment documentation alongside with impact assessment surveys and reports
Data Collection


A systematic approach to data collection

Aggregate due diligence results, ad-hoc results and results collection based on predefined frequency, and:

  • Measure positive and negative outcomes at the asset level
  • Build customized surveys or select a template for data collection at investee level, send reminders and thank you notes
  • Collect results through file import, automatically through email, self-entry or integration with other tools, with reminders and notifications
  • Collect data based on predefined frequency - monthly, quarterly, semi-annual, annual, or perform ad-hoc data collection
  • Use "Impact cloud connect" to collect raw data from beneficiary level
  • Aggregate results from online, offline surveys, or external data for improving outputs and outcomes
Analytics - Promote Outcomes


Better address impact outcomes

Promote impact value creation by evaluating whether an enterprise’s and/or investor’s efforts resulted in outcomes that were likely better than what would have occurred otherwise.

  • Outcome level analysis to monitor investment impact objectives and key results and respond accordingly
  • Deep data aggregation at the portfolio level for improved impact evidence to learn, adjust and improve investment decision-making
  • Develop powerful data visualizations to produce insights on the outcome, asset and portfolio level against a baseline
  • Apply artificial intelligence to improve insights from qualitative analysis or forecast trends
  • Customize dashboard starting from frameworks as Impact Management Project or the SDGs
  • Consistent impact scorecard for transparent and accurate accounting of what happened as a result of investment against baseline or forecasts


Build on competitive advantage

Attract funders who truly seek to improve social and environmental outcomes, aligning impact framework between asset managers and assets. Reduce aggregation and verification time and create a master dashboard.

  • Save time for creating impact reports
  • Better decision making for future social & financial impact by applying industry best practices and sharing lessons learned
  • Seamlessly report and communicate performance to different stakeholders including Asset Managers and Asset Owners to maximize impact
  • Streamline performance reporting between multiple assets and Asset Manager
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