DEVELOP RESPONSIBLE INVESTMENTS FURTHER
Today, there are many organisations that provide institutional managers and investors with sustainability data on listed companies and traded products. Such data is usually quantitative and historical, with updates by news feeds.
When you want to understand the potential for impact in a portfolio, you also need to add qualitative analysis. We use two dimensions in this type of analysis:
What is the effect of how the capital has been allocated? Does the financier contribute to greater social benefits by investing in underfunded areas?
What is the effect on company / project level? In this analysis, we use, for example, the UN's global development goals, international standards for social responsibility and market trends.
Applying theories of change, we can help investors distinguish between contribution and attribution of the intended outcomes.