STEP 1: Identify Your Goals and Expectations

Use the NI strategy overview documents to help you consider your investment goals and expectations, and answer key questions you might have about your portfolio strategy (strategy overview example).

STEP 2: Set Your Strategy

There are many pathways to achieving impact goals. Consider what pathways make the most sense for your portfolio, investment expertise, or client demand. Use the evidence maps to ground your strategy in existing research (evidence map example).

STEP 3: Define Your Metrics and Set Targets

Use the sets of core metrics—a starter kit of relevant output, outcome, and proxy indicators—to set targets, track performance, and manage toward success. Impact metrics should ultimately deliver investment decision information, help you learn and pivot when necessary, and strengthen the performance of your portfolio and investment strategy (metrics example).

STEP 4: Measure, Track, Use the Data, and Report

Investing to create an impact means more than counting metrics. It means integrating impact considerations throughout the investment management process. Many highly credible and powerful resources exist to help with due diligence, collecting and analyzing data, and reporting to key stakeholders. Use the curated resources highlighted throughout NI to get started (resources example).