Gustavo Bernal Torres
New Investment Portfolio Impact Analysis Tool
From the United Nations Environment Programme Finance Initiative (UNEP FI), a tool designed to help finance institutions holistically identify and assess the impacts associated with their investments across a range of asset classes.
The tool requires users to input data about the nature, content and context of their portfolios. A set of in-built impact mappings is then combined with this data to help users identify the most significant impact areas of the portfolio and to reflect on their current impact performance, thus setting the basis for strategy development and target-setting.
The Tool was developed to enable signatories to the Principles for Responsible Banking (PRB) to meet their requirements under Principle 2 on impact analysis. It complements the Bank Portfolio Impact Analysis Tool, which focuses on Consumer, Business, Corporate and Investment Banking, but does not cover investment portfolios.