Assessment Resource
| ID | INDIGO-ARES-0111 |
|---|---|
| Assessment Resource - Status | PUBLIC |
| Assessment Resource - Name | J.W. McConnell Family Foundation Impact Due Diligence Guide |
| Assessment Resource - Who? - Public Sector | NO |
| Assessment Resource - Who? - Private Sector | NO |
| Assessment Resource - Who? - Third Sector | YES |
| 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 | YES |
| Assessment Resource - Output Format - Qualitative only | NO |
| Assessment Resource - Output Format - Quant but no index | NO |
| Assessment Resource - Time frame? - Ongoing | NO |
| 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 | NO |
| Assessment Resource - Method? - Focus Groups | NO |
| Assessment Resource - Method? - Framework agnostic | NO |
| Assessment Resource - Method? - Interviews | NO |
| Assessment Resource - Method? - Mission Alignment | NO |
| Assessment Resource - Method? - Observation | YES |
| Assessment Resource - Method? - Operational Data | NO |
| 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 | YES |
| 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 | McConnell Foundation |
| Assessment Resource - Purpose | This set of tools present the Foundation’s approach to the practice of impact investing. The Due Diligence Guide was created for impact investing analysts in charge of building and assessing risk-andreturn profiles of investment opportunities with the goal of informing decision-making. |
| Assessment Resource - Content | This Due Diligence Guide is an add-on to the handbook. It provides a more detailed overview of the methodology behind the management of the Foundation’s impact investing portfolio, and particularly of how investment opportunities are currently assessed. |
| Assessment Resource - Link | https://mcconnellfoundation.ca/wp-content/uploads/2017/08/Impact-investing-Due-Diligence-Guide-Final.pdf |