IMPACT INVESTING

Screening for impact in the due diligence process

Learn how to effectively screen the impact potential of organisations by applying the frameworks developed by the Impact Management Project. Leverage your assessment to inform investment decisions and enable long-term value creation.

Learning Goals

What you will learn

Target audience

This course is designed for

New or experienced professionals focused on impact measurement, value creation and investing with an ESG or impact lens

New or experienced advisors focused on ESG/impact, measurement and management

Screening for impact: 5 dimensions of impact of the IMP

Course modules

The course is structured around 3 chapters and 9 lessons on how to screen the ESG and impact performance or potential of organisations.

ESG/impact screening is very in vogue – little do we know though as to why it should be an economic imperative before we make any investment decisions. This primer explores how core impact of a business model and ESG factors drive value creation and long-term profitability of an organisation. We will look at the link between the two, the types of screening that are commonly used (exclusionary and positive screening, materiality assessment) as well as the limits and the risk one should be aware of undertaking this exercise.

The Impact Management Project (IMP) is an international initiative to build global consensus on measuring, assessing and reporting impacts. The IMP put forward 5 dimensions of impact. In this Chapter you will learn how to perform a screening of an investment opportunity against the 5 dimensions of impact and evaluate whether it fits within a funds' investment mandate. Using a case study, we will put theory into practice and discuss the advantages and drawbacks of this method.

This chapter explores how to measure and manage ESG and impact factors to pick assets and drive value throughout the holding period.  We will focus on how to use impact due diligence insights to feed into the 100 day plan post investment, and future value creation strategy in collaboration with management teams.

The Expert

Get to know your trainer

Stefanie Kneer

Head of ESG & Sustainability at Atypical Partner

Stefanie Kneer is an expert in impact measurement and management in the private equity space. Having contributed to one of the relevant global standards setting efforts in the sustainability market with the Impact Management Project, she is well placed to compare and provide insight into latest impact standards and norms. Paired with her previous role as Head of Impact at Bridges Fund Management and now as Head of ESG & Sustainability at Atypical Partner she is able to illustrate how to put theory in practice and offer real insights into what works and what doesn’t when assessing the impact potential of an asset.
Course Partner

More about Atypical Partner

Atypical partner houses a portfolio of innovative asset managers and gives them access to forward thinking investors. More than a financial holding, atypical partner is a world which offers seed capital, best in class services and unwavering support to its open community.

 
Delivery mode

Discover our packages

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Autonomous Learner

The learning experience that fits your busy working schedule and allows you to learn at your own pace from wherever you are.

€ 249
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Social Learner

Learn online by following live sessions with the trainer and a group of like-minded peers on a biweekly basis.

€ 429 (VAT excl.)
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Company Package

Request access for your team to take the self-paced training or a hybrid delivery tailored to your needs.

Book your in-house training

Any questions?

Contact Timothy

CO-FOUNDER

Did you know that 92% of our course takers are satisfied? That’s why we boldly guarantee that our courses will not let you down. Contact me in case you have any questions about our courses.

Co-founder of Efiko Academy, Timothy
Any questions?

Contact Timothy

CO-FOUNDER

Did you know that 92% of our course takers are satisfied? That’s why we boldly guarantee that our courses will not let you down. Didn’t get what you expected from the course? Let us know and get a full reimbursement up to 15 days as an Autonomous Learner, or up to 5 days as a Social Learner.

FAQs

Frequently Asked Questions

Can't find the answer to your question? Contact us on hello@efiko.academy.

The release of the course is planned for November 2022. You can express your interest in the course to be kept up to date about the exact release date.

Pre-purchase
You can decide to enrol at the discounted rate for the course up to 3 months after the release of the course.

Post-purchase
You will be able to start learning whenever it suits you best. 
You can interact with peers and post your questions for the expert at any time.

This course is designed for new and experienced professionals focused on impact measurement, value creation and investing with an ESG or impact lens as well as advisors focused on ESG or impact measurement and management.

The complexity of the content increases with every chapter but many examples, exercises and case studies will help you build self-confidence and deep understanding in each dimension of the curriculum. 

The blended learning option will allow you to join live sessions with the expert and get tailored feedback on your cases or questions.

Yes, a certificate, signed by Atypical Partner and Efiko Academy, is provided upon completion of the course.

In all packages, you’re invited to join the community platform where you can ask your burning questions. 

If you’re enrolled in the blended learning option, you will be invited to attend one live case solving session with the lead trainer and a group of peers where you will also have the opportunity to ask questions.

In other cases, support@efiko.academy is always open for questions.

For now, the course is only available in English.

The content will soon be subtitled in various languages.

Yes, we offer the option to pay with credit card (Mastercard, VISA) or PayPal. If you would like to pay with your debit card, we advise you to create a free prepaid PayPal account here and use it to make your payment.

Every transaction on Efiko is performed and secured by Stripe, a reliable payment processor.

Yes, you can secure several tickets at once by contacting us at hello@efiko.academy. Include the number of people you would like to enroll and your preferred course delivery mode (autonomous vs social package).

We offer also B2B/group offers. If you’re interested, please have a look at our team page and request a demo.

Yes, Stripe processes payments in 130+ currencies. PayPal also allows you to convert money to a different currency.

Yes, we can provide an invoice or proof of purchase so you can get reimbursed by your employer or company. Simply reach out to us at hello@efiko.academy stating the course name and package you'd like to take and for how many people. 

Yes, we do offer reimbursement on the course in case you’re not satisfied with it. The reimbursement applies following these conditions:
 
a) Up to 15 calendar days after you enrolled to the course or up until 5 days after the introductory session if you register as Social Learner;
b) The guarantee applies up until you consume 20% of the course content;
 
Contact support@efiko.academy to ask for a reimbursement. We will review your request and in case your demand complies with the above conditions we will transfer the amount you paid, minus transaction costs.