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.