Resource ID: INDIGO-ARES-0197
Link: https://toniic.com/download/impact-portfolio-tool-v2-1/
The Toniic Impact Portfolio Tool is a free Excel-based tool that enables impact investors to document the interrelationships between asset classes and the impact of a portfolio of investments.
This easy-to-use tool allows an investor to classify every underlying investment by its intended impact, as well as other variables that investors take into consideration when designing their portfolios — such as liquidity, expected returns, geography, management structures, and more. One output of the tool are visual representations of the individual investor portfolios.
Impact goal: Health, Defence, Housing, Agnostic, Democracy, Education, Well being, SDG oriented, Social impact, Local rejuvenation, Sustainability eco, Development poverty reduction, Employment financial well being
Internal/external: External, Internal
Leader: Toniic
Method: Attribution, Operational data, Mission alignment, Ex ante projections
Output format: Monetary valuation, Non monetary quant index
Scale: Micro
Sourcing: Self driven
Time frame: Ongoing, Prospective, Retrospective
Type: Tool
Used in sectors: Impact investing
Who: Private sector
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