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

State of the Market

The impact investing market has grown from a niche practice to an estimated $1.6 trillion in assets under management. Understanding the current state of this market — its size, growth trajectory, geographic distribution, and performance trends — is essential context for anyone constructing an impact thesis.

The Global Impact Investing Network produces the most comprehensive market data through its annual surveys and sizing reports. These publications track market growth over time, analyze performance across asset classes and geographies, and identify the trends shaping investor behavior.

Market sizing in impact investing presents unique methodological challenges. The boundaries of what constitutes an "impact investment" remain contested, and different definitions produce different market size estimates. The GIIN's methodology applies specific criteria aligned to the core characteristics of impact investing — intentionality, evidence-based practice, performance management, and contribution to industry learning.

The Blueprint's first module, Overview of Impact Investing, situates the practice within the broader continuum of capital. The resources here provide the quantitative context for that positioning.

Africa Attractiveness Program
Ernst & Young
EY tracking of FDI trends and factors making African markets attractive.
ReportM1: Overview
Credit Suisse Global Impact Investing Report 2022
Credit Suisse
Comprehensive analysis of global impact investing market trends and performance.
ReportM1: Overview
Financing the SDGs in Asia: Trends, Challenges and Opportunities
Asian Development Bank
ADB analysis of financing needs for achieving Sustainable Development Goals.
ReportM1: Overview
Global Impact Investing Network: Sizing the Impact Investing Market
GIIN
GIIN comprehensive analysis of global impact investing market size and trends.
ReportM1: Overview
Impact Investing Market Size 2024-2033
The Brainy Insights
Market research report forecasting the growth and segmentation of the global impact investing market to 2033.
ReportM1: Overview
Impact Investment Market in the UK
Impact Investing Institute
Comprehensive analysis of UK impact investing market size and trends.
ReportM1: Overview
Sizing the Impact Investing Market 2024
GIIN
The GIIN's comprehensive estimate of the current size and scope of the global impact investing market.
ReportM1: Overview
State of the Market 2024: Trends, Performance and Allocations
GIIN
GIIN report analyzing current trends, performance expectations, and capital allocations in impact investing.
ReportM1: Overview
Total Addressable Market (TAM)
Corporate Finance Institute
Defines Total Addressable Market (TAM) and methods for estimating market size.
GuideM1: Overview

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