Impact Measurement and Management for Investors

Use data to advance the intended impact of your investments


26 Nov

Start date

R13 500

Tuition fee

26 Oct

Application deadline


Impact Measurement and Management (IMM) is a cornerstone of impact investing. As impact funds (and those that invest in them) target specific impact and financial returns, they must integrate robust practices to generate and use data to advance the intended social and environmental impacts from these investments. In practice this is often challenging, given the plethora of approaches, frameworks and tools available, and the challenges of time, cost, and capacity.

This four-day workshop will provide a detailed overview of the key stages and decisions of developing an impact thesis, measurement approach and management strategy for an impact investment fund. We will explore topics such as impact due diligence, indicator selection, portfolio-level approaches, and impact reporting. Participants will engage with practical case study examples and tools to explore and apply the critical facets of IMM for impact investing. 

Course Structure

Students will be introduced to the key stages of developing an IMM strategy as it applies to impact investing funds. After an overview of global trends and best practices, we will work on developing a theory of change and impact thesis. We will then illustrate how these inform the selection of individual investments and aggregation at the portfolio level. 

We will then go on to review the main stages of implementing impact measurement and management - data collection, analysis, reporting and use. We will also analyze the critical decision points of collecting quality data, approaches to aggregation and reporting, and how to use impact data to make informed decisions.  Illustrative case studies will be used to explore these topics in detail and describe how a fund could navigate between opportunities and constraints.  

As the course draws to a close, we will focus on using emerging technologies for impact measurement, management and allocation of capital. Students will be presenting their measurement strategies to the class to receive feedback from the participants and the course convenors.

Course Information

26 - 29 November 2019

Tuition Fee:
R13 500

Application deadline:
26 October 2019

If you are interested in this course please email


Impact Investing in Africa Course

Develop a sophisticated understanding of the impact investment ecosystem globally, with best practices on how to balance risk, return and impact.
Application deadline: 25 October 2019


Bertha Scholarships

Calling all social innovators, changemakers, creators, interested in an MPhil or MBA with UCT GSB. You could quality for a Bertha Scholarship.

MOOC: Innovative Finance - Hacking Finance To Change The World Course

The MOOC will demonstrate how innovative financing can be used to create and catalyse greater social change, and will empower individuals and organisations to design workable financial strategies to tackle social issues.

Legal Practice for Impact Investing Free Webinar Series

31 January 2019 marks the final session of the Legal Practice for Impact Investing 3-part webinar series. Hosted by the Bertha Centre and the Grunin Centre for Law & Entrepreneurship, the free series is a first of its kind offering intended to equip participants with the legal knowledge and skills to effectively serve high impact organisations wanting to raise capital.