Operating Principles for Impact Management

Signatories & Reporting

SIGNATORIES AND REPORTING

Signatories to the Principles are impact investors that publicly demonstrate their commitment to implementing a global standard for managing investments for impact. The Principles instill a discipline around impact investing, fostering greater mobilization of capital for impact and a high standard for the social and environmental impact that it can achieve. The Principles assist investors in identifying investments that are being managed for impact and help reduce the dilution of the term “impact” in the marketplace.

Signatories also become part of the community of impact investors working together to learn from one another as they develop and implement best practices in the management of impact investments. As ambassadors for the Principles, many are leading roundtables and workshops or are being featured at industry conferences to showcase the Principles and the way in which asset owners and asset managers invest for impact.

Each Signatory is required to publish an annual Disclosure Statement in which they describe how each Principle is incorporated into its investment process and the extent of its alignment with each Principle. The Disclosure Statement must be published on the Signatory's website, and provide a link to the website to the Secretariat. The first Disclosure Statement must be published on or before the first anniversary of the effective date of the Signatory Letter.

The links to the Disclosure Statements will be posted below. 

In addition to the annual Disclosure Statement, Principle 9 requires that each Signatory provide regular independent verification of the alignment of its impact management systems with the Principles. The verification may also highlight aspects of the systems and processes where alignment may be enhanced. Independent verification may be conducted in different ways, for example, as part of a financial audit or through a portfolio/fund performance evaluation. The verification may be performed by an external third party or by an internal unit of the Signatory.  If the verification is performed by an internal unit, the Signatory must provide a description of the verification process and how it is separate from the operational units. 

The frequency of the verification report may vary depending upon the type of organization.  If it is not performed on an annual basis in conjunction with the annual disclosure statement, the Signatory must disclose the frequency of the independent verification and the underlying rationale. 

 

NAME COUNTRY DATE OF ADOPTION IMPACT AUM DISCLOSURE STATEMENT
         
Actis UK 12-April-2019 US$  
Acumen Capital Partners USA 12-April-2019 US$  
AlphaMundi Group Switzerland 12-April-2019 US$  
Amundi France 12-April-2019 US$  
AXA Investment Managers France 12-April-2019 US$  
Belgian Investment Company for Developing Countries (BIO) Belgium 12-April-2019 US$  
Blue like an Orange Sustainable Capital USA 12-April-2019 US$  
BlueOrchard Finance Ltd. Switzerland 12-April-2019 US$  
BNP Paribas Asset Management France 12-April-2019 US$  
Calvert Impact Capital USA 12-April-2019 US$  
Capria Ventures USA 12-April-2019 US$  
Cardano Development B.V. Netherlands 12-April-2019 US$  
CDC Group plc UK 12-April-2019 US$  
Cassa depositi e prestiti S.p.A. Italy 12-April-2019 US$  
Christian Super Australia 31-May-2019 US$  
Compania Espanola de Financiacion del Desarrollo, S.A., S.M.E., - COFIDES Spain 12-April-2019 US$  
Community Investment Management USA 12-April-2019 US$  
Cordiant Capital Inc. Canada 12-April-2019 US$  
Credit Suisse AG Switzerland 12-April-2019 US$  
DEG - Deutsche Investitions- und Entwicklungsgesellschaft mbH Germany 12-April-2019 US$  
Denham International Power GPLP SCSp Luxembourg 1-July-2019 US$  
CAF Corporacion Andina de Fomento Multilateral 12-April-2019 US$  
EDFI - European Development Finance Institutions Multilateral 12-April-2019 US$  
The European Bank for Reconstructions and Development Multilateral 12-April-2019 US$  
The European Investment Bank Multilateral 12-April-2019 US$  
Finance in Motion GmbH Germany 1-August-2019 US$  
FinDev Canada Canada 12-April-2019 US$  
Finnfund Finland 12-April-2019 US$  
Flat World Partners USA 12-April-2019 US$  
FMO - Dutch Development Bank Netherlands 12-April-2019 US$  
FullCycle USA 19-September-2019 US$  
I&P France 12-April-2019 US$  
The Inter-American Investment Corporation Multilateral 12-April-2019 US$  
IFC Asset Management Company, LLC Multilateral 12-April-2019 US$  
International Finance Corporation (IFC) Multilateral 12-April-2019 US$82.79 bn IFC Disclosure - Oct. 2019
The Investment Fund for Developing Countries (IFU) Denmark 12-April-2019 US$  
Incofin Investment Management Belgium 12-April-2019 US$  
INOKS Capital SA Switzerland 27-September-2019 US$  
Investing for Development SICAV Luxembourg 2-August-2019 US$  
Islamic Corporation for the Development of the Private Sector (ICD) Saudi Arabia 12-April-2019 US$  
Kohlberg Kravis Roberts & Co. L.P. USA 12-April-2019 US$  
LeapFrog Investments Mauritius 12-April-2019 US$  
LGT Impact Investment Advisors UK LLP UK 12-April-2019 US$  
LGT Venture Philanthropy Foundation Switzerland 12-April-2019 US$  
MicroVest Capital Management LLC USA 12-April-2019 US$  
Neuberger Berman USA 15-August-2019 US$  
Norfund Norway 12-April-2019 US$  
Nuveen, a TIAA company USA 12-April-2019 US$  
Obviam Switzerland 12-April-2019 US$  
Oesterreichische Entwicklungsbank AG (OeEB) Austria 12-April-2019 US$  
Origin Capital Canada 20-June-2019 US$  
Overseas Private Investment Corporation USA 12-April-2019 US$  
Partners Group AG Switzerland 12-April-2019 US$  
Phatisa Group Limited South Africa 12-April-2019 US$  
The Private Infrastructure Development Group Ltd. UK 18-October-2019 US$  
PROPARCO France 12-April-2019 US$  
Prudential Financial, Inc., Impact Investments Group USA 12-April-2019 US$  
responsAbility Investments AG Switzerland 12-April-2019 US$  
Sarona Asset Management Inc. Canada 20-June-2019 US$  
SIFEM (Swiss Investment Fund for Emerging Markets) Switzerland 12-April-2019 US$  
STOA Infra & Energy France 12-April-2019 US$  
Swedfund Sweden 12-April-2019 US$  
Symbiotics SA Switzerland 6-August-2019 US$  
The Osiris Group Hong Kong 4-June-2019 US$  
The Rise Fund USA 12-April-2019 US$  
RockCreek USA 12-April-2019 US$  
UBS Group AG Switzerland 12-April-2019 US$  
VentureWave Capital Ltd. Ireland 17-June-2019 US$  
Water.org USA 12-April-2019 US$  
WaterEquity USA 12-April-2019 US$  
Zurich Insurance Group Switzerland 12-April-2019 US$  
Japan International Cooperation Agency Japan 26-August-2019 US$  
Albright Capital Management LLC USA 1-September -2019 US$  
Egyptian-American Enterprise Fund USA 30- August-2019 US$  
UOB Venture Management Private Limited Singapore 9-September-2019 US$  
Development Partners International LLP UK 20-September-2019 US$  
Triple Jump Netherlands 12-September-2019 US$