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Impact Thesis Blueprint Library

A curated collection of research, frameworks, and tools — organized by topic and mapped to The Impact Thesis Blueprint.

Topic
Impact Thesis Theory of Change Measurement Returns Due Diligence Fund Design Sectors Policy Reporting Market
Blueprint Section
M1: Overview M2: Strategy M3: Understand M4: Invest M5: Project M6: Finalize
Type
Annual Report Article Blended Finance Book Case Study Climate Crowdfunding Employee Ownership Framework Guide Index Platform Report Toolkit Video Working Paper
All Topics Impact Thesis Theory of Change Measurement Returns Due Diligence Fund Design Sectors Policy Reporting Market
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Impact Reporting & Transparency

Reporting is the accountability mechanism that connects impact claims to evidence. Without standardized, transparent reporting, the impact investing market cannot develop the price signals, benchmarks, and comparability standards that traditional financial markets rely on. These resources from The Impact Thesis Blueprint provide the reporting frameworks and standards needed to demonstrate that an impact thesis is delivering on its promises.

The reporting landscape is evolving rapidly. The EU's Sustainable Finance Disclosure Regulation introduced mandatory classification requirements for financial products. The UK's Sustainability Disclosure Requirements followed with a complementary framework. At the practitioner level, organizations like Impact Frontiers have developed impact performance reporting norms for investors in private markets.

The gap between regulatory requirements and practitioner norms remains significant. Regulatory frameworks tend to focus on classification and risk disclosure. Practitioner norms address performance measurement and outcome attribution. A complete reporting framework requires both.

The Blueprint's Project component requires practitioners to define how resultants will be classified, measured, and reported. The resources here provide the emerging standards for that process.

Climate-related and Other Uncertainties in the Financial Statements

IASB

IASB exposure draft on improving the reporting of climate-related uncertainties within financial statements.

ReportM5: Project

Connected Financial Reporting: Accounting for Climate Change

Ernst & Young

EY guide on connecting climate-related information with financial reporting under IFRS standards.

GuideM5: Project

CSRD Sustainability Reporting Standards (ESRS)

European Commission

EU delegated regulation establishing European Sustainability Reporting Standards under the CSRD directive.

FrameworkM5: Project

Data, Direction and Decisions: What We Know About Measuring and Managing Impact Performance

GIIN

Synthesis of practitioner evidence on how impact data is collected, interpreted, and used to drive investment decisions and portfolio management.

ReportM5: Project

Disclosing Anticipated Financial Effects of Sustainability Risks & Opportunities

IFRS Foundation

Guidance on disclosing the anticipated financial effects of sustainability-related risks and opportunities.

GuideM5: Project

Effects of Climate-Related Matters on Financial Statements

IFRS Foundation

IFRS guidance on how climate-related risks should be reflected in financial statement preparation.

ReportM5: Project

IASB Proposed Illustrative Examples for Climate-Related Uncertainties

UN PRI / Climate Accounting and Audit Project

Proposed illustrative examples to improve how climate-related uncertainties are reported in financial statements.

ReportM5: Project

IFRS S1 General Requirements for Sustainability Disclosures

IFRS Foundation

Global baseline standard for disclosing sustainability-related financial information to investors.

FrameworkM5: Project

IFRS S2 Climate-related Disclosures

IFRS Foundation

Standard for climate-related disclosures covering governance, strategy, risk management, metrics and targets.

FrameworkM5: Project

Impact of Climate Change on Financial Statements

PwC

PwC analysis of how climate change affects the preparation and audit of financial statements.

ReportM5: Project

Implementation Guidance: Transition Plan for Climate Change Mitigation

EFRAG

EFRAG guidance on preparing credible climate transition plans aligned with European sustainability reporting standards.

GuideM5: Project

Making Sense of Sustainable Investing

BlueMark & Morgan Lewis

Legal perspective on navigating financial regulations and industry standards in sustainable investing.

ReportM5: Project

Model Guidance on Climate Transition Plans

UN SSE

UN Sustainable Stock Exchanges guidance for companies developing and disclosing climate transition plans.

GuideM5: Project

Recommendations of the TNFD

TNFD

Disclosure recommendations for nature-related financial risks and opportunities, aligned with TCFD structure.

FrameworkM5: Project

TCFD Disclosure Recommendations

TCFD

Task Force on Climate-Related Financial Disclosures framework for reporting climate risks and opportunities.

FrameworkM5: Project

TISFD Disclosure Recommendations

TISFD

Forthcoming disclosure framework for inequality and social-related financial risks and opportunities.

FrameworkM5: Project

Transition Plan Taskforce Disclosure Framework

TPT

UK framework setting the gold standard for corporate transition plan disclosures across sectors.

FrameworkM5: Project

What to Report: Entity Overview Impact Thesis

Impact Reporting

Guide on how to clearly report an entity's overarching impact thesis and objectives.

GuideM5: Project
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