Impact Manager Selection
Explore how we can helpTransform your goals into impact portfolios
We have the knowledge and skill to support you in transforming your goals into actionable and measurable investment portfolios.
- Sourcing investment opportunities from our proprietary database of 2,900+ vetted impact and thematic funds
- Thorough Due Diligence processes
- Benchmarking insights to compare best practices across asset classes
We source investment opportunities to transform your goals into impact portfolios.
Fund Selection
We specialize in identifying impact funds across asset classes, ensuring you have access to a diverse range of impact investment options. We have build our in-house Impact Funds Database which provides the most extensive coverage of institutional-quality impact funds. This is the starting point of our fund selection assignments. We also make it available to strategic clients, please contact us for more information.
Providing a satellite view of the market
Our Impact Funds Database has the greatest coverage of institutional impact funds across asset classes and impact themes.
The current count boasts 2800+ impact funds, all of which:
- Demonstrate clear impact intentionality, aligning with a diverse range of impact themes
- Do not accept concessionary returns
- Are managed by a team with experience in managing institutional funds
Thorough impact due diligence is at the core of our services. Our team evaluates potential investments on the robustness of their impact strategy and alignment to best practices. We developed our impact due diligence methodology, the Impact Fund Assessment (IFA), in consultation with leading institutional investors. It assesses the robustness of a fund’s impact proposition through the examination of its policies, procedures and team.
Assessment of impact across six dimensions:
1. Intentionality
2. Portfolio Design & Management
3. Measuring & Reporting
4. Impact Governance
5. ESG Foundations
6. Industry Collaboration
The impact fund market has expanded significantly since 2010. With over 2,800 funds in our database, benchmarking is essential to identify the funds best aligned with your impact goals. Our impact due diligence methodology provides you with:
- Peer group comparisons to assess impact fund quality.
- Insights to distinguish top-performing impact funds
Methodology aligned with industry standards such as:
Our approach
Learn more- Impact trainings and workshops
- One-off consulting projects: IMM, frameworks, market landscapes
- One-off outsourced impact due diligence on funds
- Access to proprietary database of 2900+ impact funds globally
- Impact due diligence support
- Collaboration across the cycle with fiduciaries/OCIOs
- Develop fund solutions around specific themes
- Create investable fund-of-fund solution
What our clients say
Client experiences that reflect our strategic and analytical approach
"Great experience. Thoughtful and insightful assessment, which also provided for a great engagement tool in our discussion with the GP. "
AlpInvest
"We like the methodical assessment framework that you use. Also, it was very pleasant that you were flexible in your time and to accommodate changes to the planning we made."
Dutch pension fund
"The PCG Impact team is assessing impact funds from an institutional investor perspective. PCG Impact has a helicopter view on the impact market and this was useful in the discussion around the criteria."
Willemijn VerloopFounding Partner,Rubio Impact Ventures
"PCG Impact's Impact Fund Assessment is based on a real in-depth analysis of the fund's investment strategy and not merely on the simplistic aggregation of ESG ratings of the underlying constituents."
Melchior de MuraltManaging Partner, de Pury Pictet Turrettini & Co
"PCG Impact's Impact Fund Assessment helps asset owners to compare impact investment strategies and funds in a consistent way, and it sets the blueprint for asset management best practices."
Hadewych KuiperManaging Director, Member of the Management Board at Triodos Impact Solutions
"Phenix managed to create an engaging yet professional atmosphere that not only supported thorough verification but also fostered an environment of mutual learning and respect. This collaboration has undoubtedly strengthened our IMM practices."
Reiri MiuraSIIFIC
"It was a pleasure to work with the highly committed, responsive and professional team from Phenix Capital. "
Vidia Equity
"The Phenix' team expertise and professionalism have greatly contributed to our project's success. The quality of their work has exceeded our expectations, and their insights have been invaluable. I look forward to continuing our collaboration in the future."
Genui
"The detailed analysis provided by Phenix significantly enhanced our understanding of how to improve the assessment and better demonstrate alignment with the various principles during their verification process. The structured calls examining each principle were particularly valuable, facilitating meaningful discussions that helped both our firm and Phenix develop a shared understanding of different aspects of our impact measurement approach. The entire assessment process was smooth and efficient, while Phenix consistently maintained high-quality standards in all their deliverables."
Swedish Asset Manager
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Interested in working together? Fill out the form and learn how our customised impact solutions can help you.
Contact Us
Interested in working together? Fill out the form and learn how our customised impact solutions can help you.