{"id":11980,"date":"2019-07-03T10:09:36","date_gmt":"2019-07-03T17:09:36","guid":{"rendered":"http:\/\/www.pacificcommunityventures.org\/?p=11980"},"modified":"2026-04-16T10:56:43","modified_gmt":"2026-04-16T17:56:43","slug":"huong-dan-tham-dinh-tac-dong","status":"publish","type":"post","link":"https:\/\/www.pacificcommunityventures.org\/vi\/2019\/07\/03\/impact-due-diligence-guide\/","title":{"rendered":"H\u01b0\u1edbng d\u1eabn th\u1ea9m \u0111\u1ecbnh t\u00e1c \u0111\u1ed9ng"},"content":{"rendered":"\r\n

We\u2019re pleased to announce the release of The Impact Due Diligence Guide<\/strong><\/em>.<\/strong> The Guide is a how-to <\/em>for engaging in impact due diligence and contains actionable advice and guidance for both novices as well as seasoned experts in IMM, covering topics such as building impact-focused due diligence questionnaires and quantitative tools, integrating impact due diligence into existing processes, and using impact due diligence to inform investment decision-making.<\/p>\r\n\r\n\r\n\r\n

As the impact investing industry has matured rapidly in recent years, the field is increasingly recognizing the need for commonly accepted approaches to defining, measuring and managing impact. While the practice of IMM has become increasingly sophisticated and widespread, most investors focus primarily on what happens after, not before,<\/em> investments are made. However, if impact investing is to realize its promise of generating meaningful social and environmental impact, then it is essential to prioritize a thorough and systematic examination of impact as part of due diligence, just like financial risk and return.<\/p>\r\n\r\n\r\n\r\n

To be sure, significant strides have been made in the last few years to help impact investors achieve greater impact, with the Impact Management Project<\/a> surfacing important conventions and norms for engaging in impact management, the GIIN\u2019s launch of the IRIS+ system<\/a> as an essential resource to foster impact comparability within the market, and the IFC\u2019s introduction of Operating Principles for Impact Management<\/a> that codify how impact should be integrated within the investment process.<\/p>\r\n\r\n\r\n\r\n

Still, there is work to be done, and impact investors must take action to apply these conventions, standards, and principles to effectively manage for impact alongside financial risk and return, including by utilizing IMM pre investment to engage in a deeper and more systematic examination of impact prior to committing capital.<\/p>\r\n\r\n\r\n\r\n

In response, Pacific Community Ventures has developed the Impact Due Diligence Initiative to identify emerging best practices in impact due diligence and offer practical tips and guidance to help investors more systematically examine impact in the same manner that they would financial risk and return prior to making an investment. The first report, Impact Due Diligence: Emerging Best Practices<\/em><\/a>, was published in July of 2019 and we\u2019re excited to publish the second part of research, The Impact Due Diligence Guide<\/em>.<\/p>\r\n\r\n\r\n\r\n

Impact due diligence creates value for a broad range of stakeholders across the impact investing ecosystem, including impact investors, investees and the field at large. It fosters alignment around intended impacts and priorities, supporting more open communication on how impact is generated, how key stakeholders experience impact, and potential impact risks that should be monitored and mitigated. The impact due diligence process can help investors and investees develop stronger working relationships that can serve them well throughout the course of their investment together.<\/p>\r\n\r\n\r\n\r\n

What\u2019s Included in the Guide?<\/h2>\r\n\r\n\r\n\r\n

The Guide is comprised of two sections, each containing detailed guidance for engaging in impact due diligence as well as case studies that highlight how leading investors assess anticipated impacts during due diligence and embed this work within their investment processes. Given the level of detail contained within the Guide, we suggest that readers focus on the particular sections most relevant to them and seek to make incremental improvements to their own impact due diligence approaches, rather than implement the entirety of what is described in the Guide. <\/p>\r\n\r\n\r\n\r\n

Developing Impact Due Diligence Approaches<\/h3>\r\n\r\n\r\n\r\n

This section contains practical guidance on how to develop impact due diligence approaches, including narratives of expected impact, impact focused due diligence questionnaires, and quantitative impact due diligence tools. Investors should review this section to determine which approach is most appropriate for their organization and draw upon recommendations to develop resources and processes to evaluate expected impacts.  The section also describes how investors have won organizational support for engaging in this work and the importance of developing clear impact goals to inform impact due diligence efforts.<\/p>\r\n\r\n\r\n\r\n

Implementing Impact Due Diligence Approaches<\/h3>\r\n\r\n\r\n\r\n

This section offers recommendations intended to help investors operationalize a systematic approach to impact due diligence within their organization. This includes guidance on integrating impact due diligence into existing processes, staffing, engaging with investees, informing investment decision-making, and enabling more rigorous post-investment evaluations. <\/p>\r\n\r\n\r\n\r\n