The Investment Portfolio Impact Analysis Tool was developed to enable financial institutions to holistically identify and assess the impacts associated with their investment portfolios. It 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.

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Below, you’ll find an Interactive Online Introduction to the Tool.

User Guide
Investment Portfolio Impact Analysis Tool
What is the Investment Portfolio Impact Analysis Tool?
- Using the tool
- Before you start
- Data checklist
Workflow overview
- Workflow demo
1. Scoping
- Scoping demo
2. Impact identification
2.1 - Cartography
- Cartography demo
2.2 - Context
- Context - Country demo
- Context - Global demo
2.3 - Impact Profiles
- Impact Profiles demo
3. Impact assessment
- Impact assessment demo
- Using the Indicator Library
- Indicator Library demo
Access the Tool
Access the in-built resources of the Tool
About The Tool
- UNEP FI Impact Analysis Tools
Methodology
- Methodology principles
- Methodology principles cont'd
Acknowledgements
Copyright
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User Guide
What is the Investment Portfolio Impact Analysis Tool?

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Workflow overview
1. Scoping
2. Impact identification
3. Impact assessment
About The Tool
Methodology
Acknowledgements
Copyright
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Copyright © United Nations Environment Programme, 2021

The UNEP FI Investment Portfolio Impact Analysis Tool and its User Guide may be reproduced in whole or in part and in any form for non-commercial educational or non-profit purposes without special permission from the copyright holder, provided acknowledgement of the source is made. Please contact the United Nations Environment Programme for a tailored acknowledgement statement. The United Nations Environment Programme would appreciate receiving an electronic copy of any materials (publications, resources, tools) that use all or part of this resource either directly or as a source of inspiration.

No use of the UNEP FI Investment Portfolio Impact Analysis Tool and its User Guide may be made for resale or for any other commercial purpose whatsoever without prior permission in writing from the United Nations Environment Programme.