Research & Insights

As part of the Sorenson Global Impact Leaders, our Executive Director, Delilah Rothenberg contributed to the "What’s Next in Impact?" report where thought leaders and impact practitioners share suggestions on how we can work together to achieve a sustainable, resilient, and thriving future.

This briefing introduces the issue of negative investor contribution and drafts examples of metrics with which investors can measure, manage, and disclose potential negative investor contributions. These were put forward in the spirit of a starting point that others could expand and improve upon in the future.

This template is a draft designed to support investor measurement and management of outcomes relating to investment structures and governance, with a particular – though not exclusive – focus on outcomes relating to socio-economic inequality.

This template is designed to support investors seeking to make a positive impact in evaluating their own influence in a transaction.

This white paper explores the potential for private equity, private debt, and venture capital investors to measure and manage their own activities and outcomes – expanding the lens from what has been traditionally and primarily focused on the effects of portfolio companies on social and environmental outcomes.

A collaboration with Impact Frontiers (IF) on the Investor Influence project (formerly named Investor Contribution 2.0) which takes an expansive view of the multifaceted ways investors shape outcomes for stakeholders and the natural environment and recommends that these considerations should be an embedded part of investors’ impact management approaches.

There has been a growing cadence of convenings, panels and publications focused on scaling investment and financing strategies to build wealth and influence for workers and communities in impactful ways across North America. These strategies include a focus on shared ownership of enterprise, shared ownership of real assets, and individual ownership of assets. This report provides key takeaways from the Ownership Lens Investing Movement virtual convening.

A recent webinar co-hosted by the manager of the UK railways pension schemes, Railpen, and the Predistribution Initiative (PDI), themed "Perspectives on Workforce Directors – Opportunities & Challenges", explored the potential and hurdles of integrating workforce directors into corporate boards.