Assessment Resource
| ID | INDIGO-ARES-0199 |
|---|---|
| Assessment Resource - Status | PUBLIC |
| Assessment Resource - Name | UN Portfolio Impact Analysis Tool |
| 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 | YES |
| 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 | NO |
| Assessment Resource - Time frame? - Ongoing | YES |
| Assessment Resource - Time frame? - Prospective | NO |
| Assessment Resource - Time frame? - Retrospective | YES |
| Assessment Resource - Scale? - Agnostic | NO |
| Assessment Resource - Scale? - Micro | NO |
| Assessment Resource - Scale? - Meso | YES |
| 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 | NO |
| 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 | YES |
| 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 | 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 | YES |
| 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 | NO |
| Assessment Resource - Used in sectors? - Microfinance | NO |
| Assessment Resource - Used in sectors? - SIBs | NO |
| Assessment Resource - Used in sectors? - Social Enterprises | YES |
| 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 | UNEPFI |
| Assessment Resource - Purpose | The Portfolio Impact Analysis Tool for Banks represents a great step forward for holistic impact analysis in banking. Developed jointly by the Positive Impact Initiative with signatories of the Principles for Responsible Banking and UNEP FI Member Banks, the Tool will help banks analyze the impacts associated with their retail (consumer and business banking) and wholesale (corporate and investment banking) portfolios. The analysis will enable banks to set targets where it matters in order to drive their contribution to society’s goals, as required by the Principles for Responsible Banking. |
| Assessment Resource - Content | A complex Excel-based tool for analysis. |
| Assessment Resource - Link | https://www.unepfi.org/publications/positive-impact-publications/portfolio-impact-tool-for-banks/ |