Impact Fund robustness revealed

For fund managers and institutional investors

Impact fund managers and institutional investors can request an Impact Fund Assessment to measure the robustness of a fund’s impact proposition.

Created with stakeholders

of relevance

Phenix Capital Group's Impact Fund Assessment was designed in close collaboration with experienced institutional asset owners and industry collaborators.

Aligned to best practices and standards

Our impact reporting is aligned with best practices and industry standards such as the Impact Measurement Project and the Operating Principles for Impact Management. 

An in-depth impact

Fund Assessment

Phenix Capital Group's Fund Assessment was created and structured with such depth that it serves as an impact verification tool to the industry.

Launch an assertive

impact proposition 

Our Impact Fund Assessment supports fund managers in structuring and launching impact investment propositions that are suitable for institutional investors.

Ready for further implementation

Ultimately, the Impact Fund Assessment is a resource to help asset managers keep strengthening their impact proposition in order to deliver on their long-term impact objective with grounded advice. 

Impact Funds evaluated into 6 themes

In Phenix Capital Group's Impact Fund Assessment, funds get measured on 33 criteria, which are split into 6 themes: 

This theme assesses 'what' the fund intends and its activities

Evaluating the impact intention of the fund and how this is reflected in the intentions of the fund manager's organisation as a whole through its investment activities and values.

This theme assesses whether the fund has a clear pathway 

What is the plan in order to reach the targeted impact? How are portfolio companies selected? How is the impact risk being measured and managed? Are objectives aligned with the Sustainable Development Goals (SDGs)? And what is the likelihood of reaching the objectives?

This theme evaluates how the fund measures the impact created 

The impact measurement, to what extent the fund assesses and records the impact created, and standardised impact measurement frameworks are compared. 

This theme assesses the fund's transparency

Whether the fund manager makes the performance of its funds publicly available, promoting accountability and access to resources for investors, members of the impact investing industry, and the public.

This theme assesses portfolio management (corporate responsibility) and team diversity

The integration of impact within the investment decision-making process and the inclusion of corporate responsibility practices within the portfolio and the fund manager's organisation.

This theme assesses contribution to the impact investing ecosystem

Whether the fund and fund manager promote best practices and standardisation across the impact investing industry. 

Receive a fund score

The Impact Fund Assessment attaches a score to each criterion while assessing the consistency and alignment of the impact proposition. At the end of the fund evaluation, the fund manager, or institutional investor, who required the assessment, will receive a scorecard with the final fund score. This scorecard also includes a benchmark score which serves as a fund comparison with other funds in a similar asset class. 

The score stamp explanation

Going beyond the score

Lastly, Phenix Capital Group can offer bespoke Fund Advisory services specialized in Impact Measurement and Management, to implement the impact recommendations to improve a Fund Assessment score.

The fund manager will then receive a series of recommendations and examples of how they can improve the fund evaluation score.

Our Impact Fund Assessment is a recognized impact due diligence and a fund manager can also share their fund evaluation score with interested asset owners.

Learn more about the Fund Advisory

Impact Fund Assessment is a recognized impact due diligence and a fund manager can also share their fund evaluation score with interested asset owners.

What Clients say about our services

Louise Kooy-Henckel
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
Managing Director, Wellington Management
Hadewych Kuiper
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
Managing Director, Member of the Management Board at Triodos Investment Management
Melchior de Muralt-squared
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
Managing Partner, de Pury Pictet Turrettini & Co

Discover a fund's robustness!

Request a fund evaluation now and measure the robustness of a fund’s impact proposition.

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