J.P. Morgan Social Finance produces thought leadership and analytical research on the impact investment market, in addition to their principal investment and client advisory capabilities. To date, they have published a flagship market landscape and sizing study as well as a more in-depth analysis of over 2,000 private transactions – the largest data set in the market. Building off of that work, this new research presents a portfolio management tool to analyze impact investments across the three dimensions that determine the performance of these assets: impact, return and risk. Using their own portfolio and drawing from the experiences of over twenty leading impact investors, they have created a graphical framework to set targets, map investments and aggregate the profile of an impact investment portfolio as a whole. The work responds to an increasing demand for portfolio management strategies from both new and experienced impact asset managers, as market opportunities and portfolios grow. J.P. Morgan Social Finance was launched in 2007 to serve the growing market for impact investments, meaning those investments intended to generate positive impact alongside financial return. There is growing recognition that innovative business models can complement limited public sector and philanthropic resources by delivering market-based solutions to low-income and excluded communities in a sustainable and scalable way. The Social Finance business is dedicated to growing this nascent market through principal investment, thought leadership and client advisory.
To learn more about their business and to access the full Social Finance Research Library, visit their website atwww.jpmorganchase.com/socialfinance.
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