Measuring Impact

Measuring Impact

A key component of impact investing is tracking, analyzing and reporting the impact of investments. TriLinc supports the Impact Reporting and Investment Standards (IRIS) metrics taxonomy for measuring the economic, social and environmental impact of individual investments. IRIS is the catalog of generally-accepted performance metrics that leading impact investors use to measure social, environmental and financial success. By providing a standard common language to describe social and environmental performance, IRIS makes it easier to compare investments and ensure consistent measurement across various investment opportunities.

TRACK ANALYZE REPORT
Identify Measurable & Meaningful Impact Metrics Incorporate Metrics into Portfolio Management Platform Produce Quarterly & Annual Reports
  • Metrics selected to track progress towards investment-specific economic, environmental and social impact objectives
  • Impact metrics reviewed alongside financial metrics to assess both aspects of an investment’s performance
  • Quantitative impact results reported through portfolio management platform
  • Qualitative borrower impact stories
Create Easily Reportable Data Collection Screens & Forms Aggregate Data to Measure Progress Against Core Impact Objectives Contribute to Standardization of Impact Measurement
  • Screens employed during investment due diligence
  • Impact dashboards customized to analyze data by industry, sector and individual investment
  • IRIS metrics reported through various impact industry channels
  • Initial and annual data collection incorporated into sub-advisor underwriting process
  • Collaboration with industry leaders on refining best practices