--- title: Impact Fund Assessment description: Impact Fund Assessment is a fund evaluation, an impact due diligence for impact verification and a measure of the robustness of a fund’s impact proposition for fund comparison. Learn more. --- # Impact Fund  Assessment ##### See how our method translates into practice.   [Download sample report](https://phenixcapitalgroup.com/impact-fund-assessment-report-1?hsLang=en) ![Untitled design](https://phenixcapitalgroup.com/hubfs/Untitled%20design.svg)   # How Do You Compare?   ##### Request an Impact Fund Assessment to benchmark yourself against the industry and implement best practices to improve your impact proposition.   [Request an Impact Fund Assessment](https://phenixcapitalgroup.com/impact-fund-assessment-request?hsLang=en)   ## **Assessing Impact Funds ** #### For fund managers and institutional investors Both impact fund managers and institutional investors can request an** Impact Fund Assessment** to measure the robustness of a fund’s impact proposition. #### Created with investor and impact experts Phenix Capital Group's** Impact Fund Assessment **was designed in close collaboration with experienced institutional asset owners and industry collaborators. #### Aligned to industry best practices  Our** impact fund assessment **is aligned with best practices and industry standards such as the Impact Measurement Project and the Operating Principles for Impact Management.  #### A standardised impact due diligence report The Impact Fund Assessment was created to support insitutional investors peform impact due diligence on funds #### Design impact funds based on industry best practices  Our Impact Fund Assessment supports fund managers in structuring and launching impact funds with robust practices #### Ready for further implementation The Assessment methodology is continuosly updated based on industy practices, supporting continuous improvements of the industry ## Impact funds assessed across six impact dimensions - Intentionality - Portfolio Design & Management - Measuring & Reporting - Impact Governance - ESG Foundations - Industry Collaboration #### This theme assesses **'what'** by evaluating the impact intention of the fund In particular the social and environmental benefits that the fund seeks to achieve. It also looks at how this intention is reflected in the investment activities and values of the Fund Manager's organization as a whole. #### This theme assesses whether the fund has **a clear pathway ** The assessment evaluates how the portfolio has been structured to ensure alignment with the strategy and the intention of the fund. It also looks how investees are managed to maximize positive impact. #### This theme assesses the extent to which the fund assesses and records the impact created The criteria assesses the quality, transparency and coverage of impact measurement. It also looks at the extent to which impact reporting gives a complete and contextual view of the social and environmental performance of the fund. #### This theme assesses the integration of impact within the investment decision making process It looks at how the fund allocates responsibility for impact measurement and management (IMM) and how impact is safeguarded in the organisational and incentive structures. #### This theme assesses to which extent the fund identifies and mitigates risks arising from Environmental Social and Governance aspects related to the investments as well as the fund managers' own responsible investing practices. While impact funds have a clear strategy to achieve positive impact, it is important that potential negative impacts are assessed and mitigated as well. #### This theme assesses whether the fund manager, and the underlying fund, promote best practices and standardisation across the impact investing industry The criteria incorporates whether the fund manager actively contributes to the impact investing industry, such as using standardised impact taxonomies and through the creation of tools and resources. ### Receive a score and benchmark against the impact industry and peers Phenix's impact Fund Assessment provides the fund or the investor with a scorecard and benchmark versus impact industry practices and its asset class peers. The total score is based on performance on each of the 45 criteria assessed, grouped in six impact dimensions. The criteria assess impact at the fund, investee, and fund manager level, evaluating the consistency and alignment of the impact proposition throughout the chain. ![IFA Full Scorecard Blue](https://phenixcapitalgroup.com/hubfs/IFA%20Full%20Scorecard%20Blue.svg "IFA Full Scorecard Blue") - ![Institutional mandates-1](https://phenixcapitalgroup.com/hubfs/Institutional%20mandates-1.svg) - ![benchmarks](https://phenixcapitalgroup.com/hubfs/benchmarks.svg) - ![verifier](https://phenixcapitalgroup.com/hubfs/verifier.svg) - ![database](https://phenixcapitalgroup.com/hubfs/database.svg) - ![impact focused](https://phenixcapitalgroup.com/hubfs/impact%20focused.svg) ## **What Clients say** **about our services** ![1701163277112-1](https://phenixcapitalgroup.com/hs-fs/hubfs/1701163277112-1.jpg?width=800&height=800&name=1701163277112-1.jpg) > Phenix's Impact Fund Assessment allows us to demonstrate our commitment to thorough impact investing practices. The Phenix team is assessing impact funds from an institutional investor perspective. Phenix has a helicopter view on the impact market and this was useful in the discussion around the criteria. Gaining external perspectives on our performance has been insightful, and the new recommendations and resources deck was genuinely helpful. Overall, it's been a great experience with a nice, collaborative approach. ##### Willemijn Verloop ###### Founding Partner, Rubio Impact Ventures [![Louise+Kooy-Henckel-Mar-22-2023-12-32-33-2888-PM](https://phenixcapitalgroup.com/hs-fs/hubfs/Imported_Blog_Media/Louise+Kooy-Henckel-Mar-22-2023-12-32-33-2888-PM.jpg?width=648&height=648&name=Louise+Kooy-Henckel-Mar-22-2023-12-32-33-2888-PM.jpg) ](https://phenixcapitalgroup.com/news/wellington-management-fund-assessment?hsLang=en) > The Impact Fund Assessment is much more than just a label; it is an extensive, in-depth framework that gives asset owners a thorough picture of the measures a fund has put in place to achieve a positive impact (...). ##### [Louise Kooy-Henckel](https://phenixcapitalgroup.com/news/wellington-management-fund-assessment?hsLang=en) ###### Managing Director, (Former) Wellington Management [![Hadewych+Kuiper](https://phenixcapitalgroup.com/hs-fs/hubfs/Imported_Blog_Media/Hadewych+Kuiper.jpeg?width=726&height=727&name=Hadewych+Kuiper.jpeg) ](https://phenixcapitalgroup.com/news/triodos-investment-management-fund-assessment?hsLang=en) > Phenix's Impact Fund Assessment helps asset owners to compare impact investment strategies and funds in a consistent way, and it sets the blueprint for asset management best practices. ##### [Hadewych Kuiper](https://phenixcapitalgroup.com/news/triodos-investment-management-fund-assessment?hsLang=en) ###### Managing Director, Member of the Management Board at Triodos Investment Management [![Melchior de Muralt-squared](https://phenixcapitalgroup.com/hs-fs/hubfs/Website%20images/New%20website%20images/Case%20studies/Melchior%20de%20Muralt-squared.png?width=938&height=938&name=Melchior%20de%20Muralt-squared.png) ](https://phenixcapitalgroup.com/news/de-pury-pictet-turrettini-co-ltd?hsLang=en) > The Phenix's Impact Fund Assessment is based on a real in-depth analysis of the fund`s investment strategy and not merely on the simplistic aggregation of ESG ratings of the underlying constituents. (...) ##### [Melchior de Muralt](https://phenixcapitalgroup.com/news/de-pury-pictet-turrettini-co-ltd?hsLang=en) ###### Managing Partner, de Pury Pictet Turrettini & Co   ## Request a fund assessment Assess your strategy versus the industry practices and of your peers,  engage with your investors and improve your impact strategy.  At the end of a fund evaluation, receive advice and a scorecard with the fund's final score, together with the benchmark for adequate fund comparison.  [![Request Fund Assessment](https://no-cache.hubspot.com/cta/default/19884981/27d1c686-90a9-4edf-9a5a-92f657db777e.png)](https://cta-redirect.hubspot.com/cta/redirect/19884981/27d1c686-90a9-4edf-9a5a-92f657db777e) Cookie Settings