Operating Principles for Impact Management

Principles describe essential features of managing investments into companies or other organisations with the intent to contribute to measurable positive social or environmental impact alongside financial returns.

This resource has mandatory requirements for signatories.

Use this resource to:

  • Strategy: Define strategic impact objectives consistent with the investment strategy alongside managing strategic impact on a portfolio basis.
  • Governance: Commit to following the principles and periodically having progress of adoption independently verified. The Principles can be applied to an entire investing organisation or an individual fund.
  • Monitor: Use criteria for which investor’s impact management practices can be monitored. The principles require these disclosures to be independently verified.
  • Disclose: Use Principle 9 to enable public disclosure of alignment with the Principles.