Investors

This document sets the SVI Standard to apply Principle 7: Verify the result. The essence of this Principle is to take action; to make decisions about social value in response to data and measurement.

Use this resource to:

• Verification, assurance and certification: Ensure stakeholders are involved in reviewing the final results and verifying them assurance is being provided on behalf of the people who experience the changes in their life.

This document sets the SVI Standard to apply Principle 6: Be Transparent. The essence of this Principle is to take action; to make decisions about social value in response to data and measurement.

Use this resource to:

• Communicate: Demonstrate the basis on which the analysis may be considered accurate and honest, and show that it will be reported to and discussed with stakeholders.

The Positive Impact (PI) Model Frameworks provide guidance on integrating holistic impact analysis into business processes and decision-making, spanning different business lines and asset types. They can be used by financial institutions and other third parties, such as auditors. The Model Framework covers financial products for corporates where the funds raised or guarantees issued are used at the corporate’s discretion, without any specified use.

Use this resource for the following Actions of Impact Management:

• Implement: Deliver positive impact financial products. The PI Model Frameworks enables financial institutions and intermediaries to develop appropriate framework (or adapt existing frameworks) to inform decision-making (i.e. on financing /investments), support PI financial product development, to continually analyse and monitor portfolios; and verify and/or provide opinions on the PI nature of financial products.

The Model Frameworks provide guidance on integrating holistic impact analysis into business processes and decision-making, spanning different business lines and asset types. They can be used by financial institutions, as well as by third parties such as auditors. This Model Framework covers Financial Products where the funds raised or guarantees issued are used for a specific purpose, in this case Project-related finance within the scope of the Equator Principles.

Use this resource to:

• Deliver positive impact financial products. The PI Model Frameworks enables financial institutions or intermediaries to develop appropriate frameworks or adapt their existing frameworks to serve a number of purposes: for decision-making (i.e. on financing /investments); for the development of PI financial products, or for on-going analysis/monitoring of portfolios; and
  
• Verify and/or provide opinions on the PI nature of financial products.

Country-level data and insights about SDG-enabling investment opportunities. This work focuses on the gap between interest in investing in SDGs and the business models that could provide investable opportunities.

Use this resource to:

• Identify: Identify investment themes in emerging markets which have significant potential to advance the SDGs that are aligned to government policies and sustainable national development needs.

The Core Characteristics of Impact Investing define the growing approach of impact investing, and offer the financial markets greater clarity on what constitutes credible impact investing.

This resource is for the following Actions of Impact Management:

• Strategy: Intentionally contribute to positive social and environmental impact by using evidence and impact data in investment design, enabling the investor to manage impact performance and contribute to the growth of impact investing overall.

This document sets the SVI Standard to apply Principle 8: Be Responsive. The essence of this Principle is to take action; to make decisions about social value in response to data and measurement.

Use this resource to:

• Implement: Create a structured ‘impact management approach’ that can guide decision making at strategic, tactical, and operational levels to optimise impacts on wellbeing for all materially affected stakeholder groups. This means implementing activities that are designed to maximise the extent and rate of positive changes in wellbeing, whilst also identifying and eliminating activities that result in negative changes in wellbeing as fast as possible.

This guide is the first of its kind globally for managing ESG risks in risk assessment and insurance underwriting. It has an initial focus on non-life insurance business, also known as property and casualty insurance business.

Use this resource for the following Actions of Impact Management:

• Identify: Understand the materiality of ESG risks to various lines of business and economic sectors, including characteristics that might affect the ability to assess and mitigate such risks.
• Implement: Address the growing concerns by stakeholders across society (e.g. NGOs, investors, governments).

This paper sets out how investors can ensure they respect human rights across all their investment activities, as defined by the UN and OECD.

Use this resource to:

• Measure, assess and value: Understand the extent to which investors are facilitating human rights harm; the extent to which they could or should have known; and the quality of any mitigating steps.

This paper outlines what voting principles are, why they are needed, how voting principles can align with Active Ownership 2.0 (the PRI’s framework for more effective stewardship). It also explains how voting principles can be developed and applied to govern shareholder resolutions.

Use this resource for the following Actions of Impact Management:

• Implement: Develop and apply high-level principles to govern voting on shareholder resolutions.