Portfolio Impact Analysis Tool for Banks

Last updated: 2023

This tool is designed to help banks and investors holistically understand and manage the actual and potential impacts of their portfolios.

Use this resource for the following Actions of Impact Management:

  • Identify: Understand the impact areas and topics associated with a bank’s portfolio, based on portfolio composition and context; and identify the bank’s most significant impact areas.
  • Measure, assess and value: Assess current practice and performance vis-à-vis most significant impact areas, by combining the tool’s ‘Identification’ outputs with additional data; use the assessment as a basis for target-setting and defining the bank’s action plan.
  • Set targets and plan: Define relevant and meaningful targets and action plans.
  • Implement: Inform and carry out impact management process.
  • Monitor, learn and adapt: Monitor practice and performance; and use the assessment to make improvements and adjust targets.

WBA Benchmark Methodologies

Last updated: 2021

Benchmarks that rank companies based on their impact. The WBA recognises that transformations are needed to achieve sustainability across seven systems. In each of these seven systems, companies that have a big role to play in hindering or advancing progress towards a sustainable future are identified as ‘keystone’ companies. WBA then develops a publicly available methodology for each system (or component of a system), drawing on existing standards to identify relevant topics and associated metrics for companies to disclose against.

Use this resource to:

  • Find the methodology that corresponds best to the ‘system’ that the organisation operates within. Understand the list of topics and methodologies in the relevant ‘system’ when identifying sustainability topics to measure

SASB Materiality Map

The SASB Materiality Map is a tool to help companies identify and prioritise sustainability issues that are financially material to their industry. It provides a framework for assessing the relevance and impact of environmental, social, and governance (ESG) factors on business performance and value creation.

Use this resource for the following Actions of Impact Management:

  • Communicate: Use disclosure guidance and standards to disclose on material issues, recognising how various sustainability factors have a material impact on the viability of a company as well as its financial performance.

OECD Statistics

Database of the OECD’s publicly available statistics.

Use this resource to:

  • Identify: Use the database to identify areas of need in relation to specific sustainability topics. Especially useful for organisations designing business models to meet the needs of a group of people or the natural environment.

World Bank Open Data

Database of the World Bank’s publicly available statistics.

Use this resource to:

  • Identify: Use the database to identify areas of need in relation to specific sustainability topics. Especially useful for organisations designing business models to meet the needs of a group of people or the natural environment.