A field guide: impact due diligence and management for asset allocators – BlueMark

BlueMark and CASE at Duke University released, A field guide: impact due diligence and management for asset allocators.

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... The guide aims to drive more rigour 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 general partners (GPs) worldwide, along with desk research, this guide draws from the experiences and practices of experienced LPs and GPs investing in diverse strategies.

It provides guidance that is broadly applicable across sectors and impact themes based on practitioner wisdom and existing market best practices. It also highlights the blind spots and learning hurdles that newer LPs face when entering the world of impact investing.

Publication date: November 2023.

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