Impact Due Diligence and Management for Asset Allocators: A Field Guide

November 2023 https://centers.fuqua.duke.edu/case/wp-content/uploads/sites/19/2023/11/BlueMark-CASE-Field-Guide-2023-FINAL.pdf About the Guide: “A Field Guide: Impact Due Diligence and Management for Asset Allocators” aims to drive more rigor and consistency in how asset allocators evaluate and manage private market funds that invest for positive impacts on people and the planet. Developed in 2023 through interviews with 50+ Limited Partners (LPs) and […]

State of the Field of Impact Investing

Cathy Clark (CASE Faculty Director), Monique Aiken (The Investment Integration Project), and Fran Seegull (US Impact Investing Alliance) partnered with ImpactAlpha to discuss the State of the Field of Impact Investing, a nearly decade-long annual tradition. The trio discussed the global hardships of the current moment – from multiple crises to the status of the UN’s SDGs, the majority of which are […]

How Can Impact Management Unlock Sustainable Development

CASE Faculty Director Cathy Clark shared this keynote address in September 2023 at the Impact Measurement and Management Summit: Time to Act in Türkiye

The Fuqua Show Podcast – People, Money, and Ideas for Good with Cathy Clark

Cathy Clark (Faculty Director, CASE) is now one of the leading experts in social entrepreneurship, impact investing, and “business for good”…but this career path was mostly unplanned. After people literally laughed at the idea, she helped develop the standards for B Corps, now the global certification measuring companies’ social and environmental impact. She has since […]

ESG Standard Brief – TCFD

TCFD – Task Force on Climate Related Financial Disclosures is a framework for translating the physical and transition risks of climate change to financial outcomes. It can be useful for understanding how climate change will affect environmental impact outputs and outcomes.  This Brief contains straightforward information to equip MBA students and practitioners with the answers […]

ESG Standard Brief – SFDR

SFDR – Sustainable Finance Disclosure Regulation is a disclosure framework designed to introduce transparency into sustainable investments, assets, and products and combat financial greenwashing. SFDR is required for EU-based investors and investments and thus is influencing global disclosure framework implementation.  This Brief contains straightforward information to equip MBA students and practitioners with the answers to […]

ESG Standard Brief – SASB

SASB – Sustainability Accounting Standards Board is a voluntary reporting framework that identifies and provides guidance for sustainability-based topics within an industry and translates them to financially material information that can be used to make better investment decisions.  This Brief contains straightforward information to equip MBA students and practitioners with the answers to basic questions […]

ESG Standard Brief – PRI

PRI – Principles for Responsible Investment are a set of six principles, supported by the United Nations, designed to foster a sustainable global financial system. PRI signatories agree to submit an annual report that evaluates their investing activities, policies, and accountability. The principles promote the incorporation of ESG issues in investment decisions. This Brief contains […]

ESG Standard Brief – CDP

CDP – Carbon Disclosure Project is one of the largest disclosure systems centered around climate change, water security and deforestation. Disclosing entities can use this data to make better informed climate, water and deforestation decisions, while the CDP can inform the general public about levels of global progress being made on critical climate issues.  This […]

ESG Standard Brief – CSRD

CSRD – Corporate Sustainability Reporting Directive is a mandatory framework for making company sustainability reporting more common and standardized in the European Union. It is an update and replacement for the 2018 Non-Financial Reporting Directive. The first set of CSRD standards will go into effect throughout the European Union in 2023.  This Brief contains straightforward […]