J.P. Morgan Social Finance produces thought leadership and analytical research on the impact investment market, in addition to their principal investment and client advisory capabilities.
To date, they have published a flagship market landscape and sizing study as well as a more in-depth analysis of over 2,000 private transactions – the largest data set in the market.
Building off of that work, this new research presents a portfolio management tool to analyze impact investments across the three dimensions that determine the performance of these assets: impact, return and risk.
Using their own portfolio and drawing from the experiences of over twenty leading impact investors, they have created a graphical framework to set targets, map investments and aggregate the profile of an impact investment portfolio as a whole.
The work responds to an increasing demand for portfolio management strategies from both new and experienced impact asset managers, as market opportunities and portfolios grow. Read more »