Assessment Resource
| ID | INDIGO-ARES-0102 |
|---|---|
| Assessment Resource - Status | PUBLIC |
| Assessment Resource - Name | Rockefeller framework |
| Assessment Resource - Who? - Public Sector | NO |
| Assessment Resource - Who? - Private Sector | YES |
| Assessment Resource - Who? - Third Sector | NO |
| Assessment Resource - Output Format - Agnostic | NO |
| Assessment Resource - Output Format - Monetary Valuation | NO |
| Assessment Resource - Output Format - Non-monetary quant index | NO |
| Assessment Resource - Output Format - Ordinal | NO |
| Assessment Resource - Output Format - Qualitative only | NO |
| Assessment Resource - Output Format - Quant but no index | YES |
| Assessment Resource - Time frame? - Ongoing | YES |
| Assessment Resource - Time frame? - Prospective | YES |
| Assessment Resource - Time frame? - Retrospective | NO |
| Assessment Resource - Scale? - Agnostic | NO |
| Assessment Resource - Scale? - Micro | YES |
| Assessment Resource - Scale? - Meso | NO |
| Assessment Resource - Scale? - Macro | NO |
| Assessment Resource - Impact Goal - Agnostic | YES |
| Assessment Resource - Impact Goal - Defence | YES |
| Assessment Resource - Impact Goal - Democracy | YES |
| Assessment Resource - Impact Goal - Development/ Poverty Reduction | YES |
| Assessment Resource - Impact Goal - Education | YES |
| Assessment Resource - Impact Goal - Employment/ Financial well-being | YES |
| Assessment Resource - Impact Goal - Health | YES |
| Assessment Resource - Impact Goal - Housing | YES |
| Assessment Resource - Impact Goal - Local rejuvenation | YES |
| Assessment Resource - Impact Goal - SDG oriented | YES |
| Assessment Resource - Impact Goal - Social impact | YES |
| Assessment Resource - Impact Goal - Sustainability/ Eco | YES |
| Assessment Resource - Impact Goal - Well-being | YES |
| Assessment Resource - Type - Case Study | NO |
| Assessment Resource - Type - Classification | NO |
| Assessment Resource - Type - Consultancy | NO |
| Assessment Resource - Type - Framework | NO |
| Assessment Resource - Type - Guide | YES |
| Assessment Resource - Type - Dataset | NO |
| Assessment Resource - Type - Principles | NO |
| Assessment Resource - Type - Reporting Standards | NO |
| Assessment Resource - Type - Resource Repository or Summary | NO |
| Assessment Resource - Type - Tool | NO |
| Assessment Resource - Type - Training Programme | NO |
| Assessment Resource - Sourcing? - Agnostic | NO |
| Assessment Resource - Sourcing? - Outsource to Vendor | NO |
| Assessment Resource - Sourcing? - Paid tool | NO |
| Assessment Resource - Sourcing? - Proprietary in-house | NO |
| Assessment Resource - Sourcing? - Self-driven | YES |
| Assessment Resource - Method? - Attribution | NO |
| Assessment Resource - Method? - Diff-in-Diff statistical analysis | NO |
| Assessment Resource - Method? - Ex-ante projections | YES |
| Assessment Resource - Method? - Focus Groups | NO |
| Assessment Resource - Method? - Framework agnostic | NO |
| Assessment Resource - Method? - Interviews | NO |
| Assessment Resource - Method? - Mission Alignment | YES |
| Assessment Resource - Method? - Observation | YES |
| Assessment Resource - Method? - Operational Data | YES |
| Assessment Resource - Method? - RCTs | NO |
| Assessment Resource - Method? - Surveys | NO |
| Assessment Resource - Method? - Theory of Change | NO |
| Assessment Resource - Method? - Before and After | NO |
| Assessment Resource - Used in sectors? - Charity | NO |
| Assessment Resource - Used in sectors? - CSR | NO |
| Assessment Resource - Used in sectors? - Development | NO |
| Assessment Resource - Used in sectors? - Governance/ Policy | NO |
| Assessment Resource - Used in sectors? - Green Book | NO |
| Assessment Resource - Used in sectors? - Healthcare | NO |
| Assessment Resource - Used in sectors? - Housing | NO |
| Assessment Resource - Used in sectors? - IGOs | NO |
| Assessment Resource - Used in sectors? - Impact investing | YES |
| Assessment Resource - Used in sectors? - Microfinance | NO |
| Assessment Resource - Used in sectors? - SIBs | NO |
| Assessment Resource - Used in sectors? - Social Enterprises | NO |
| Assessment Resource - Used in sectors? - Sustainability/ Eco | NO |
| Assessment Resource - Used in sectors? - Developed Countries | NO |
| Assessment Resource - Used in sectors? - Developing Countries | NO |
| Assessment Resource - Internal / External? - Internal | YES |
| Assessment Resource - Internal / External? - External | YES |
| Assessment Resource - Leader | Rockefeller |
| Assessment Resource - Purpose | We designed this guide to present you, the impact investor, with the tools to develop and execute a tailored impact investing strategy. We aim to provide an objective, agenda-free resource that will inspire readers while also being realistic about the limitations and possibilities of this increasingly popular investment strategy. We will propose new approaches while keeping the principles of traditional investing in mind. As industry observers and practitioners, we created this roadmap to offer some common methods to achieve the varied impact objectives of asset owners while also building upon traditional investing frameworks. We will define impact investing broadly and apply it across a wide array of approaches and asset classes—from the global public equity and debt markets to less liquid markets and more catalytic strategies. |
| Assessment Resource - Content | We have structured the guide to answer a series of fundamental questions about impact investing. Placed in a sequence, these questions—and each corresponding Practitioner Exercise—become the building blocks of your own impact investing implementation plan. In the “What” chapter, we place impact investing at the intersection of philanthropy, investment, and policy while identifying its boundaries. The “Who” chapter describes the landscape of key market participants and stakeholders and provides the first steps for you to understand who you are as an impact investor. We then move into “Why” investors pursue impact investing to help you develop relevant goals and map them onto a theory of change—the central anchor for your impact investing process. These goals inform “How” you can use the right structures and tools—for both impact and investment—in order to build an impact investing portfolio. Finally, we look at how investors can measure success in “So What,” and then share concrete organizing approaches and best practices in “Now What.” |
| Assessment Resource - Link | https://www.rockpa.org/wp-content/uploads/2020/06/RPA-Impact-Investing-Handbook.pdf |