What is the necessity for formulating investment guidelines on impact investment?

As the impact investment market transitions from infancy to growth, major countries have established basic guidelines for its sound development. However, a common understanding among investors, financial institutions, and companies remains insufficient, which requires specific guidelines for making investment decisions. Additionally, methods to identify and mitigate negative effects on investment are necessary.

Formulation of detailed guidelines for practicing impact investment

Lively developed investment guidelines to assess effectiveness and profitability of investments, based on requirements for impact investment – intent, additionality, identification, measurement, management, and novelty. These guidelines include a specific approach that promotes realization of impact through ongoing dialogue with investees using objective indicators and provide specific methods for identifying outcomes and measuring impact by employing the SDGs and the Theory of Change (TOC) to set impact themes.

Towards Investments that Balance Social Impact and Profitability

As a result of this project, we supported the client in making appropriate investment decisions and promoted its solutions to social and environmental issues by clarifying guidelines for investors to pursue both impact and profitability. Our client thereby could establish a foundation for sound market and enhancement of corporate value for our client.