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Positive Impact Methodology...

1 October 2020

6 min read

Guide: Positive Impact Methodology 2020

This methodology paper is primarily aimed at asset managers and finance industry professionals who would like to measure the social and environmental impact of their portfolios.

As part of aligning to the core characteristics of impact investment, we try to measure the underlying impact of the companies we hold in the portfolio.

All the data included in our impact calculator relates only to the social and environmental benefits generated by the core products and services of the invested companies. This is because we believe that products and services are the reflection of the purpose of the business, and most often carry the largest associated impact.

By not incorporating data on the impact achieved by the operational side of the business, we are significantly reducing the risk of social- or greenwashing, i.e. making an unsubstantiated or misleading claim about the social or environmental benefits of a product, service or company practice.

This analysis covers the equity and fixed income portion of our portfolio.

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