In-depth Impact

Due Diligence

Institutional investors can request an Impact Fund Assessment for an impact fund due diligence and discover the robustness of a fund’s impact proposition.

Aligned with industry standards

Our Impact Fund Assessment and due diligence are aligned with best practices and industry standards such as the Impact Measurement Project and the Operating Principles for Impact Management.

Impact Measurement

Our Impact Fund Assessment is a powerful impact measurement service to deliver an in-depth impact due diligence and impact verification for a thorough fund comparison.

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Impact Fund Assessment

See how our method translates into practice.

Phenix Capital Group evaluates funds on 33 criteria split into 6 themes.

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An in-depth impact

due diligence

Phenix Capital Group's Impact Due Diligence is used by institutional investors as an in-depth impact verification tool to assess impact funds' strategies and practices.

Created with investors and impact experts

Initially called Impact Fund Assessment, it was designed in close collaboration with experienced institutional investors and impact investing experts.

Aligned to industry standards

Our Impact Due Diligence is aligned with best practices such as the Impact Measurement Project and the Operating Principles for Impact Management.

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.

Impact funds scored

The Impact Due Diligence attaches a score to each criterion while assessing the consistency and alignment of the impact proposition. At the end of the due diligence, the institutional investor will receive a scorecard with the final fund score. This scorecard also includes a benchmark score which serves as a fund comparison with other similar funds.

The score stamp explanation

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

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

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 an Impact Due Diligence and measure the robustness of a fund’s impact proposition.

At the end of the fund evaluation, receive advice and a scorecard with the fund's final score.

An efficient and reliable way to benchmark and perform fund comparison.