Impact Investing

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

Understand how four different types of private sector players fit into a capital chain for sustainable development. This video is published in our publicly available Coursera course, Impact Measurement and Management for the Sustainable Development Goals.

This video explains the fundamental and universal steps a company or investor must take to manage impact on people and planet. This video is published in our publicly available Coursera course, Impact Measurement and Management for the Sustainable Development Goals.