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A Portfolio Approach to Impact Investment

1 October 2012
Case Study
Publisher : JP Morgan

16026

This report is a practical guide for building, analysing, and managing impact investment portfolios. It presents a three-dimensional framework (impact, return, risk) for assessing impact investments. Using JP Morgan’s own portfolio and insights from over 20 leading impact investors, the report provides guidance on asset allocation, measurement, and risk diversification. It illustrates how investors can systematically build and monitor impact portfolios alongside financial objectives, offering a graphical framework for setting targets and aggregating portfolio profiles.

Author(s) :

Yasemin Saltuk, Ali El Idrissi

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Key topics

Innovative Finance/ Blended Finance, Social Justice, Philanthropy and Human Rights

Also found in

Financial Stewardship, Sustainability, & Accountability

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