Introduction
In the process of launching its impact investment platform, Impactable engaged Impact Institute to undertake an independent assessment of potential gaps in its Impact Framework versus i) relevant sustainability regulations; and ii) best-in-class impact measurement and management practices in the impact investment ecosystem.
Summary Assessment Conclusions
Impact Institute found the existing Impact Framework of Impactable to lay out an ambitious yet credible approach to impact across investments in different themes and sectors. At an early stage in Impactable’s journey, it already establishes a comprehensive approach to impact measurement and management.
Impactable’s Impact Framework addresses all of the key processes where impact considerations should be integrated in an investment platform. In particular, it documents both a strong system to assess the positive impact of assets and to make the assessment results a core criteria in investment management decisions, as well as a comprehensive framework to assess potential negative impacts (incl. with the use of Principal Adverse Indicators, or PAIs). Additionally, the governance around the impact topic within Impactable is well built, aligned to OPIM principles, with sufficient executive attention and dedicated impact resources. Overall, Impactable has diligently developed and continues to develop a robust impact framework.
By leveraging sustainability regulations and selected international standards, Impactable has structured its impact framework, ambitions, and organizational setup to reach the best-in-class level among peers and comparable frameworks observed across the impact investment market. Impactable’s robust impact processes will support investments made by the firm, enabling efficient and credible engagement with potential LPs, investees, team members, regulators, service providers, and co-investors, ensuring consistent integration and promotion of impact considerations throughout the investment lifecycle.
Impact Institute’s assessment of Impactable’s policies and processes across strategy, governance, positive and negative impacts, regulatory compliance, and embeddedness shows strong alignment with the UK SDR, SFDR, and OPIM standards.
To reach this high level of alignment, Impactable has implemented all of Impact Institute’s recommendations and established a comprehensive Impact Framework that meets all key requirements for EU SFDR Article 9 compliance and SDR in the UK. By doing so, Impactable has taken its processes one step further, and now structurally goes beyond a compliance-only approach, having integrated the underlying principles and intentions of these regulatory frameworks into their overall approach.
Assessment Methodology and Scope
Impactable provided Impact Institute with the relevant supporting documentation for its Impact Framework, as well as with extensive explanations when required. Impact Institute assessment included an evaluation of :
• Alignment of the Impact Framework against SFDR Article 8 and Article 9 requirements;
• Alignment of the Impact Framework against SDR Sustainable Impact Label requirements;
• Alignment of the Impact Framework against OPIM principles; and
• Potential enhancements to achieve a best-in-class Impact Framework, based on Impact Institute own expertise.
The scope of this assessment covered the investment platform that Impactable is setting up, in its pre-marketing phase, with a structure split across the United Kingdom and Luxembourg.
Impact Institute performed a first thorough gap analysis of Impactable’s Impact Framework and internal processes, based on which several recommendations were formulated, for example to strengthen negative impact assessment, monitoring, and data collection processes. Impact Institute also provided Impactable with templates, regulatory forms, and examples drawn from best in class frameworks in order to aide the implementation of our recommendations.
Impactable has then systematically implemented the recommendations, and presented Impact Institute with a new version of its Impact Framework. It is based on this latest version that Impact Institute formulates the present statement of support.
Permissions and limitations
This statement has been prepared solely for Impactable in accordance with the agreement between our firms, to assist Impactable in the structuration of its investment platform and in its marketing. We permit Impactable to disclose this statement online, or to furnish this statement to other interested parties to demonstrate Impactable’s commitment to implementing best-in-class sustainability and impact activities.
As Impactable is still in the process of launching its investment platform, it has not yet held assets in portfolio. Consequently, the platform could not display any track record in terms of investment and impact indicators. The assessment performed by Impact Institute has focused on methods, conceptual approach to impact and processes. It also has taken into account several case studies from Impactable where the framework had been applied pre-investment on selected potential assets in a thorough and detailed fashion.
About Impact Institute
Impact Institute is a leading specialist advisory and technology social enterprise headquartered in Amsterdam, Netherlands. Impact Institute provides impact investors and financial institutions with tailored solutions to measure and manage impact across their balance sheet and across asset classes, with specialized teams acting in each market segment. Impact Institute has more than 10 years of experience operating in the impact and sustainability space, and has established multiple standards and open source methodologies to integrate impact in business practices together with its sister organizations True Price and the Impact Economy Foundation.
Impact Institute is located at Van Diemenstraat 292, 1013 CR, Amsterdam. For more information, visit our website www.impactinstitute.com, contact us via email at info@impactinstitute.com or via phone at +31 202 403 440.
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