The Tenbar Group's proprietary methodology draws from the spectrum of the most established Impact Investment guidelines. This customized, multi-tiered framework utilizes attributes from the UN Principles for Responsible Investment, Forum for Sustainable and Responsible Investment, Commonsense Corporate Governance Principles, Operating Principles for Impact Management, Accounting for Sustainability, SASB, GIIN System, Global Reporting Initiative, CDP, HIGG Indices, ESG Indices and other sources.
With over 400 transparent and monitorable metrics, this framework is applicable across multiple sectors and industries for risk management, new portfolio structuring, or assessing and reporting Impact that is compliant with existing Board, Third-Party or ESG Index investment parameters. Developed in conjunction with institutional investors, family offices, and registered investment advisors, it is intended to meet the varied needs of each.
THE TENBAR GROUP
IMPACT ASSESSMENT CATEGORIES
Leadership and Governance
Health & Wellness
Labor Relations and Practices
Business Model and Product
Privacy and Data Security
Community & Social Equity
Regulatory & Legislative
A Methodology for Assessing, Tracking and Reporting Impact
The Tenbar Group recognizes Impact mandates can vary greatly to meet each investor's needs in this rapidly evolving investment class. With a customizable proprietary methodology, we develop, structure, assess and track the mandate best suited to each client.
The 4 Top Impact Measures To Integrate Into The Investment Process:
Financial. Governments and companies that are mission-driven to be positively impactful bring those principles in their work cultures, operations and long-term planning, leading them to tend to outperform peers. They recognize maintaining strong, durable financial returns and generating positive outcomes requires being farsighted in the implications of today's decisions.
Environmental. The various approaches in assessing and measuring environmental impact reflects the importance managers and investors are placing on this critical area. Being environmentally cognizant can demonstrably improve financial returns and reduce regulatory risks.
Social. Today, when impressions can be made and opinions shaped at the speed of a click, investment and business decisions must consider social and political impacts on brand and reputation. Those that do are more likely to capitalize on opportunities overlooked by others and avoid reputation-risk.
Governance. The world's most influential business leaders, including Warren Buffett (Berkshire Hathaway), Jamie Dimon (JP Morgan Chase) and Larry Fink (Blackrock), signed on to corporate governance principles. To manage for long-term shareholder value acknowledges that leadership expand its perspective beyond quarter-to-quarter performance.