2018

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.

The Guidance provides practical support to enterprises seeking to implement of the OECD Guidelines for Multinational Enterprises, through plain language explanations of its due diligence recommendations and associated provisions.

This is a cross-cutting resource, meaning that it supports the internal impact management process as a whole, rather than one or a few of the Actions of Impact Management.

The Finance Sector Supplement is a specialised framework, in addition to the Natural Capital Protocol, to guide financial institutions in measuring and valuing natural capital impacts and dependencies across the entities and portfolios that they finance, invest in or underwrite.

This is a cross-cutting resource, meaning that it supports the internal impact management process as a whole, rather than one or a few of the Actions of Impact Management.

The Multilateral Development Banks’ (MDB) Harmonized Framework For Additionality In Private Sector Operations standardises the assessment of “additionality” in private sector investments. Understanding additionality can increase access to finance for underserved markets, or enhance environmental and social standards by refering to the extent to which MDB finance contributes to outcomes.

Use this resource for the following Actions of Impact Management:

• Monitor, learn and adapt: Identify the types of evidence to demonstrate additionality.

Report Assurance standard that provides criteria to assess the application of SVI’s Social Value Principles as evidenced in a report. Assurance is conducted acting in the interests of the affected stakeholders, an important distinction versus other assurance standards that are currently available.

Use this resource to:

• Assure a report that has been prepared in accordance with the Principles of Social Value. The Principles of Social Value and associated practice standards help organisations measure and manage the social value generated through their business activities. This means the assurance standard is best applied to a report that has been prepared in accordance with the principles from the outset. The assurance standard is used to assess application of the principles, it does not assure accuracy of performance information.

Guidance on how to integrate the Sustainable Development Goals into reporting processes.

Use this resource to:

• Communicate: Use the guidance to disclose positive and negative contributions to the Sustainable Development Goals.

Standard and guidance on how to apply the fourth of SVI’s Social Value Principles.

Use this resource to:

• Measure, assess and value: Follow the guidance to determine whether an impact is significant to people or the environment, requiring management.

The Impact Management Norms provide a common logic to help enterprises and investors measure and assess their social and environmental impacts. They aim to promote a consistent approach to impact assessment, enabling organisations to better understand, communicate and improve their impact performance. The Norms comprise – among others – the Five Dimensions of Impact, ABC of Impact and Investor Contribution.

Use this resource for the following Actions of Impact Management:

• Measure, assess and value: Use the norms to quantify and evaluate the social and environmental impacts of the organisation’s activities.