Impact Portfolio Management
Explore how we can helpWe manage, monitor and verify your impact
Impact investing goes beyond a one-time commitment—it requires ongoing management to ensure effectiveness and accountability. We provide continuous support throughout the investment cycle, helping you manage, monitor, and verify the impact of your investments.
- Ongoing impact monitoring and reporting to track progress and ensure alignment with your objectives.
- Engagement with fund managers to strengthen their impact practices and drive continuous improvement.
- Data collection and standardization to align impact metrics with recognized frameworks such as the Impact Reporting Norms.
- Independent verification of funds’ alignment with the Operating Principles for Impact Management and other key standards.
Through this approach, we can develop tailored investment solutions, such as fund-of-funds or white-label funds, where we remain actively involved as your impact advisor throughout the investment cycle.
Managing, Monitoring, and Verifying your Impact
Impact Management & Reporting
Regular monitoring is essential to ensure your investments achieve their intended impact. We maintain continuous communication with fund managers, mapping the evolution of their impact strategies. Using our impact due diligence framework, we actively engage with managers, offering guidance on best practices and emerging impact trends.
Transparency and accountability are critical in impact investing. We help fund managers enhance their reporting practices in line with the Impact Reporting Norms of Impact Frontiers, assessing their alignment and identifying areas for improvement. Our approach facilitates seamless portfolio-level aggregation of impact data, simplifying reporting for investors managing multiple funds.
As a recognized independent verifier for the Operating Principles for Impact Management, we provide funds with periodic verification statements and highlight areas for further improvement, ensuring credibility and adherence to best practices.
We collaborate with you to design custom investment solutions, such as fund-of-funds and white-label funds, ensuring ongoing impact management and advisory support throughout the investment cycle.
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.
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Interested in working together? Fill out the form and learn how our customised impact solutions can help you.