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.
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.
26 - 29 November 2019
26 October 2019
If you are interested in this course please email firstname.lastname@example.org.
Calling all social innovators, changemakers, creators, interested in an MPhil or MBA with UCT GSB. You could quality for a Bertha Scholarship.
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.
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.