Impact Investing 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

Policy & Market Infrastructure

Impact investing does not operate in isolation from public policy. Government is the primary buyer in the three-sided market that impact investments create — alongside financial investors and outcome beneficiaries.

The policy landscape includes direct mechanisms like program-related investments and tax credits, indirect mechanisms like sustainability disclosure requirements and ESG reporting mandates, and structural investments in market infrastructure like development finance institutions and innovation funds.

Regional variation is significant. The regulatory environment for impact investing in the United States differs substantially from the European Union's Sustainable Finance Disclosure Regulation, which differs again from the frameworks emerging in Sub-Saharan Africa, Latin America, and Southeast Asia.

The Blueprint recognizes that the impact investment opportunity field is shaped by policy context. The resources here provide the analytical foundation for understanding how that context affects thesis construction, investment structuring, and return projection.

2022 Report on Employer Firms
Federal Reserve Banks
Federal Reserve survey analyzing the financial health and financing needs of small employer firms.
ReportM4: Invest
Africa Development Finance Institutions
Overseas Development Institute
ODI study examining DFI effectiveness in mobilizing African development capital.
ReportM1: Overview
Africa Economic Intelligence
Oxford Business Group
Economic intelligence covering investment opportunities and business environment across Africa.
ReportM1: Overview
Africa Private Sector Development
International Finance Corporation
IFC analysis of private sector opportunities and enabling business environments.
ReportM1: Overview
Africa's Economic Transformation
Chatham House
Analysis of governance, infrastructure and human capital investment strategies.
ArticleM4: Invest
Asian Impact Investing
Asian Impact Investing
Platform for Asian impact investing with market intelligence and networking.
PlatformM1: Overview
Big Society Capital Annual Report 2022
Big Society Capital
Annual report on UK social investment market development progress.
Annual ReportM1: Overview
Bloomberg Philanthropies: Mayors Challenge
Bloomberg Philanthropies
Platform identifying and scaling innovative urban solutions from cities worldwide.
PlatformM1: Overview
Chamber of Progress: Economic Freedom
Chamber of Progress
Platform promoting technology policies supporting economic freedom and innovation.
PlatformM1: Overview
China and Impact Investing
GIIN
GIIN analysis of China's impact investing landscape and regulatory environment.
ReportM1: Overview
Collective Intelligence: Transformative Tech for Development
Nesta
Nesta analysis of collective intelligence accelerating development outcomes.
ReportM5: Project
DFI Evaluation: Methods, Applications and Cross-Cutting Themes
E.T. Jackson and Associates
Guide to evaluating development finance institution programs and impact.
ReportM1: Overview
DFIs and Impact investing
EDFI
EDFI paper on DFI role in building impact investing markets.
ReportM1: Overview
Economic Report on Africa 2023
UNECA
UNECA report on building productive capacities for resilient recovery and transformation.
ReportM1: Overview
European Venture Philanthropy Association: Scaling Impact
EVPA
Platform promoting venture philanthropy and social investment across Europe.
PlatformM1: Overview
First Impact Tracker
First Impact Tracker
Platform providing data and analytics on impact investing performance.
PlatformM1: Overview
G20 Principles for Quality Infrastructure Investment
OECD
Guidelines ensuring infrastructure investments are economically efficient and environmentally sustainable.
FrameworkM4: Invest
Global Accelerator for Paediatric Formulations
Global Accelerator for Paediatric Formulations
Platform improving access to age-appropriate medicines for children globally.
PlatformM1: Overview
Global Innovation Fund
Global Innovation Fund
Platform providing patient capital for breakthrough innovations serving marginalized populations.
PlatformM1: Overview
How African Governments Can Deliver Development
Tony Blair Institute
Analysis of delivery capabilities, digital transformation and evidence-based policymaking.
ArticleM1: Overview
Humanistic Management Network
Humanistic Management Network
Platform promoting business practices respecting human dignity and common good.
PlatformM1: Overview
Income Limits (HUD User)
Office of Policy Development and Research
Datasets defining income limits for assessing housing affordability and program eligibility.
PlatformM3: Understand
India Stack: The Digital Foundation for Economic Growth
Digital India
Digital infrastructure enabling identity, payments and data management for inclusion.
PlatformM1: Overview
Regional Economic Outlook for Sub-Saharan Africa
International Monetary Fund
IMF analysis of Sub-Saharan Africa economic developments and policy recommendations.
ReportM1: Overview
UK Sustainability Disclosure Requirements Explained
J.P. Morgan Asset Management
Summary of the UK's Sustainability Disclosure Requirements (SDR) and their implications for asset managers.
ReportM5: Project
World Bank Income Groups
Our World in Data
World Bank classification system sorting countries into income groups based on GNI per capita.
PlatformM3: Understand

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