Impact Strategy Design
Explore how we can helpWe assist you in defining clear impact goals and frameworks
Whether you have already made impact investments or are exploring how to integrate impact into your portfolio, at some point, you will need a clear direction for your efforts. Setting your strategy is one of the most crucial steps in the impact investing journey.
- Define impact targets, goals, and a Theory of Change.
- Present a market overview to guide informed impact investment decisions.
- Develop a structured mandate with clear policies.
- Equip you with the knowledge and skill needed to integrate impact into your investment strategies.
With our expertise, we ensure your impact strategy is both actionable and measurable, setting the foundation for effective implementation.

We combine top down strategic priorities with bottom up market insights
Impact Criteria
Defining Your Organisation's Impact Priorities
We help you articulate your impact priorities in alignment with industry standards and frameworks, such as the UN Sustainable Development Goals. With our deep sector expertise, we guide you in identifying investable themes and sub-themes, exploring potential impact opportunities across specific markets and regions.
Capital Criteria
Aligning Risk-Return Expectations with Impact Goals
We provide a comprehensive overview of the investable universe of impact funds across asset classes, helping you assess what is achievable in different investment categories. By continuously mapping and monitoring both public and private markets, we offer unique insights to support informed decision-making.

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.