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.
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.
- Progress fast through bite-sized videos
- Train your skills with over 30 exercises
- Learn anywhere, anytime
Learning Goals
What you will learn
- Recognise how to use the IMP’s frameworks for impact screening and due diligence
- Determine impact screening criteria and make basic comparisons of impact across investments
- Weight screening criteria, set clear guidelines for accepting or rejecting opportunities
- Distinguish and balance between impact breadth, depth and duration
- Grasp how to source impact data and how to interpret impact data
Target audience
This course is designed for
Impact Investing and ESG Professionals
New or experienced professionals focused on impact measurement, value creation and investing with an ESG or impact lens
Consultants and advisors
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.
1. The need for and approaches to impact screening
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.
2. The IMP impact dimensions in practice for screening & selecting assets
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.
3. Using ESG and impact factors to drive value
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.
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Delivery mode
Discover our packages
Autonomous Learner
The learning experience that fits your busy working schedule and allows you to learn at your own pace from wherever you are.
Social Learner
Learn online by following live sessions with the trainer and a group of like-minded peers on a biweekly basis.
Company Package
Request access for your team to take the self-paced training or a hybrid delivery tailored to your needs.
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.
1. When can I start the course?
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.
2. Is this a course for beginners or experts?
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.
3. Does this course offer a certificate?
Yes, a certificate, signed by Atypical Partner and Efiko Academy, is provided upon completion of the course.
4. I don’t understand something in the course, who can answer my questions?
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.
5. In which languages can I access the course?
For now, the course is only available in English. The content will soon be subtitled in various languages.
6. Can I pay with PayPal or debit card?
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.
7. How secure are the payments made on Efiko?
Every transaction on Efiko is performed and secured by Stripe, a reliable payment processor.
8. Can I sign up for a course with my team or department?
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.
9. Can I pay even if my native currency is not the Euro?
Yes, Stripe processes payments in 130+ currencies. PayPal also allows you to convert money to a different currency.
10. Can I ask for an invoice?
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.Â
11. Can I get reimbursed in case I’m not satisfied with the course?
Yes, we do offer reimbursement on the course in case you’re not satisfied with it. The reimbursement applies following these conditions:
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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;
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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.
