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Portfolio Impact Analysis Tools for Banks (Version 3) – United Nations Environment – Finance Initiative
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has-featured-content ">Regional Inititatives</a></li> </ul> </li> </ul> <div class="menu-featured-content mr-auto"> <div class="featured-content" id="featuredContent34082"> <h4>Highlights</h4><div class="post-highlight"> <a href="https://www.unepfi.org/regions/europe/unep-fi-to-support-csrd-implementation-by-leveraging-principles-for-responsible-banking-requirements/" title="UNEP FI launches new resources to support CSRD implementation by leveraging Principles for Responsible Banking requirements"><h5>UNEP FI launches new resources to support CSRD implementation by leveraging Principles for Responsible Banking requirements</h5></a> <p>UNEP FI has launched an ESRS Interoperability Package which helps banks</p> </div><div class="post-highlight"> <a href="https://www.unepfi.org/industries/banking/responsible-banking-priorities-and-blueprint-for-a-sustainable-future/" title="Responsible Banking - Priorities and Blueprint for a Sustainable Future"><h5>Responsible Banking - Priorities and Blueprint for a Sustainable Future</h5></a> <p>Leading responsible banks are transforming the finance sector through four</p> </div></div> <div class="featured-content" id="featuredContent51930"> <h4>Highlights</h4><div class="post-highlight"> <a href="https://www.unepfi.org/insurance/insurance/" title="Principles for Sustainable Insurance"><h5>Principles for Sustainable Insurance</h5></a> <p>About Launched at the 2012 UN Conference on Sustainable Development,</p> </div><div class="post-highlight"> <a href="https://www.unepfi.org/insurance/insurance/projects/" title="Priorities and Initiatives"><h5>Priorities and Initiatives</h5></a> <p>The insurance industry’s core business is to understand, manage and</p> </div></div> <div class="featured-content" id="featuredContent42372"> <h4>Highlights</h4><div class="post-highlight"> <a href="https://www.unepfi.org/industries/target-setting-protocol-fourth-edition/" title="NZAOA Target-Setting Protocol Fourth Edition"><h5>NZAOA Target-Setting Protocol Fourth Edition</h5></a> <p>With this release, the Net-Zero Asset Owner Alliance has published four</p> </div><div class="post-highlight"> <a href="https://www.unepfi.org/industries/to-serve-net-zero-clients-asset-managers-need-a-systematic-approach-to-climate/" title="To serve net-zero clients, asset managers need a systematic approach to climate"><h5>To serve net-zero clients, asset managers need a systematic approach to climate</h5></a> <p>Geneva, 6 February - The UN-convened Net-Zero Asset Owner Alliance</p> </div></div> <div class="featured-content" id="featuredContent65785"> <h4>Highlights</h4><div class="post-highlight"> <a href="https://www.unepfi.org/themes/climate-change/turning-point-how-policymakers-can-shift-the-trillions-needed-for-the-net-zero-transition/" title="Turning point: How policymakers can shift the trillions needed for the net-zero transition"><h5>Turning point: How policymakers can shift the trillions needed for the net-zero transition</h5></a> <p>Net-zero can only be achieved through systemic change. It is time to move</p> </div></div> </div> </div> <!-- d-flex flex-row --> </div> <!-- container --> </div> <!-- row --> </div> <!-- dropdown --></li> <li id="menu-item-31781" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children dropdown nav-item nav-item-31781 position-static"><a href="#" class="nav-link">Key Themes</a> <div class="dropdown-menu multi-column columns-3"> <div class="row"><div class="container"> <div class="d-flex justify-content-between"><ul class=" depth_0"> <li id="menu-item-52535" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children dropdown nav-item nav-item-52535 position-static"><a data-featuredID="52535" href="https://www.unepfi.org/climate-change/climate-change/" class="nav-link has-featured-content ">Climate Change</a> <ul class="dropdown-menu sub-menu depth_1"> <li id="menu-item-51938" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-51938 position-static"><a data-featuredID="52535" href="https://www.unepfi.org/net-zero-alliance/" class="nav-link has-featured-content ">Net-Zero Asset Owner Alliance</a></li> <li id="menu-item-51932" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-51932 position-static"><a data-featuredID="52535" href="https://www.unepfi.org/net-zero-banking/" class="nav-link has-featured-content ">Net-Zero Banking Alliance</a></li> <li id="menu-item-71779" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-71779 position-static"><a data-featuredID="52535" href="https://www.unepfi.org/climate-change/net-zero-export-credit-agencies/" class="nav-link has-featured-content ">Net-Zero Export Credit Agencies Alliance</a></li> <li id="menu-item-75437" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-75437 position-static"><a data-featuredID="52535" href="https://www.unepfi.org/forum-for-insurance-transition-to-net-zero/" class="nav-link has-featured-content ">Forum for Insurance Transition to Net Zero</a></li> <li id="menu-item-75245" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-75245 position-static"><a data-featuredID="52535" href="https://www.unepfi.org/risk-centre/" class="nav-link has-featured-content ">Risk Centre</a></li> <li id="menu-item-51928" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-51928 position-static"><a data-featuredID="52535" href="https://www.unepfi.org/climate-change/climate-change/" class="nav-link has-featured-content ">More…</a></li> </ul> </li> <li id="menu-item-31786" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children dropdown nav-item nav-item-31786 position-static"><a data-featuredID="31786" href="https://www.unepfi.org/nature/nature/" class="nav-link has-featured-content ">Nature</a> <ul class="dropdown-menu sub-menu depth_1"> <li id="menu-item-75244" class="menu-item 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has-featured-content ">Pollution</a></li> <li id="menu-item-73881" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-73881 position-static"><a data-featuredID="51579" href="https://www.unepfi.org/pollution-and-circular-economy/energy-efficiency/" class="nav-link has-featured-content ">Energy Efficiency</a></li> <li id="menu-item-51925" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-51925 position-static"><a data-featuredID="51579" href="https://www.unepfi.org/pollution-and-circular-economy/pollution-and-circular-economy/" class="nav-link has-featured-content ">More…</a></li> </ul> </li> <li id="menu-item-51982" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children dropdown nav-item nav-item-51982 position-static"><a data-featuredID="51982" href="https://www.unepfi.org/impact/positive-impact/" class="nav-link has-featured-content ">SDGs & Impact</a> <ul class="dropdown-menu sub-menu depth_1"> <li id="menu-item-59441" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-59441 position-static"><a data-featuredID="51982" href="https://www.unepfi.org/impact/impact-protocol/" class="nav-link has-featured-content ">Impact Protocol</a></li> <li id="menu-item-51943" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-51943 position-static"><a data-featuredID="51982" href="https://www.unepfi.org/impact/unep-fi-impact-analysis-tools/" class="nav-link has-featured-content ">Tools for Holistic Impact Analysis</a></li> <li id="menu-item-51934" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-51934 position-static"><a data-featuredID="51982" href="https://www.unepfi.org/impact/impact-management-platform/" class="nav-link has-featured-content ">Impact Management Platform</a></li> <li id="menu-item-51983" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-51983 position-static"><a data-featuredID="51982" href="https://www.unepfi.org/impact/positive-impact/" class="nav-link has-featured-content ">More…</a></li> </ul> </li> <li id="menu-item-53647" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children dropdown nav-item nav-item-53647 position-static"><a href="https://www.unepfi.org/social-issues/social-issues/" class="nav-link">Social & Human Rights</a> <ul class="dropdown-menu sub-menu depth_1"> <li id="menu-item-51937" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-51937 position-static"><a href="https://www.unepfi.org/social-issues/social-issues/" class="nav-link">Human Rights</a></li> <li id="menu-item-66177" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-66177 position-static"><a href="https://www.unepfi.org/social-issues/just-transition/" class="nav-link">Just Transition</a></li> <li id="menu-item-66176" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-66176 position-static"><a href="https://www.unepfi.org/social-issues/financial-health-and-inclusion/" class="nav-link">Financial Health and Inclusion</a></li> <li id="menu-item-66175" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-66175 position-static"><a href="https://www.unepfi.org/social-issues/gender/" class="nav-link">Gender</a></li> </ul> </li> </ul> <div class="menu-featured-content mr-auto"> <div class="featured-content" id="featuredContent52535"> <h4>Highlights</h4><div class="post-highlight"> <a href="https://www.unepfi.org/themes/climate-change/export-credit-agencies-supporting-billions-in-global-trade-form-net-zero-alliance/" title="Export credit agencies supporting billions in global trade form net-zero alliance"><h5>Export credit agencies supporting billions in global trade form net-zero alliance</h5></a> <p>Geneva, 4 December 2023 – At COP28 today, eight leading export credit</p> </div><div class="post-highlight"> <a href="https://www.unepfi.org/themes/climate-change/unep-fi-launches-risk-centre-to-help-members-address-sustainability-risks/" title="New Risk Centre to help UNEP FI members address sustainability risks"><h5>New Risk Centre to help UNEP FI members address sustainability risks</h5></a> <p>The UN Environment Programme Finance Initiative (UNEP FI) has unveiled its</p> </div></div> <div class="featured-content" id="featuredContent31786"> <h4>Highlights</h4><div class="post-highlight"> <a href="https://www.unepfi.org/nature/getting-started/" title="Getting Started"><h5>Getting Started</h5></a> <p>The Challenge The natural world - our forests, soils, land and ocean and</p> </div><div class="post-highlight"> <a href="https://www.unepfi.org/blue-finance/" title="Sustainable Blue Finance"><h5>Sustainable Blue Finance</h5></a> <p>Welcome to the Sustainable Blue Economy Finance Initiative, a UN-convened</p> </div></div> <div class="featured-content" id="featuredContent51579"> <h4>Highlights</h4><div class="post-highlight"> <a href="https://www.unepfi.org/news/160-financial-institutions-call-for-an-ambitious-international-treaty-to-end-plastic-pollution/" title="160 financial institutions representing 15.5 USD trillion combined assets call for an ambitious international treaty to end plastic pollution"><h5>160 financial institutions representing 15.5 USD trillion combined assets call for an ambitious international treaty to end plastic pollution</h5></a> <p>Geneva, 19 April 2024 – One hundred and sixty financial institutions and</p> </div></div> <div class="featured-content" id="featuredContent51982"> <h4>Highlights</h4><div class="post-highlight"> <a href="https://www.unepfi.org/industries/banking/impact-protocol/" title="Impact Protocol"><h5>Impact Protocol</h5></a> <p>Impact management explained, step by step! The Impact Protocol provides a</p> </div></div> </div> </div> <!-- d-flex flex-row --> </div> <!-- container --> </div> <!-- row --> </div> <!-- dropdown --></li> <li id="menu-item-31783" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children dropdown nav-item nav-item-31783 position-static"><a href="https://www.unepfi.org/regions/" class="nav-link">Regions</a> <div class="dropdown-menu multi-column columns-3"> <div class="row"><div class="container"> <div class="d-flex justify-content-between"><ul class=" depth_0"> <li id="menu-item-31785" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children dropdown nav-item nav-item-31785 position-static"><a href="https://www.unepfi.org/regions/africa-middle-east/" class="nav-link">Africa & Middle East</a> <ul class="dropdown-menu sub-menu depth_1"> <li id="menu-item-65210" class="menu-item menu-item-type-post_type menu-item-object-post nav-item nav-item-65210 position-static"><a 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class="nav-link">Regional Roundtable Asia Pacific 2023</a></li> </ul> </li> <li id="menu-item-31792" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children dropdown nav-item nav-item-31792 position-static"><a href="https://www.unepfi.org/regions/europe/" class="nav-link">Europe</a> <ul class="dropdown-menu sub-menu depth_1"> <li id="menu-item-78622" class="menu-item menu-item-type-post_type menu-item-object-page nav-item nav-item-78622 position-static"><a href="https://www.unepfi.org/policy-and-regulation/csrd-esrs-implementation-programme/" class="nav-link">CSRD/ESRS Implementation Programme</a></li> <li id="menu-item-66945" class="menu-item menu-item-type-post_type menu-item-object-post nav-item nav-item-66945 position-static"><a href="https://www.unepfi.org/events/unep-fi-regional-roundtable-europe-2023/" class="nav-link">UNEP FI Regional Roundtable Europe 2023</a></li> </ul> </li> <li id="menu-item-31793" class="menu-item menu-item-type-post_type 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<a href="https://www.unepfi.org/themes/climate-change/2023-climate-risk-landscape/"> <img src="https://www.unepfi.org/wordpress/wp-content/uploads/2023/03/Climate-Risk-Landscape-2023-cover-scaled.jpg" class="img-fluid"> </a> <p class="top-title">07 March 2023<span class="separator"></span><span class="uppercase"><a href="https://www.unepfi.org/category/themes/climate-change/" rel="category tag">Climate Change</a>, <a href="https://www.unepfi.org/category/publications/" rel="category tag">Publications</a>, <a href="https://www.unepfi.org/category/themes/risk/" rel="category tag">Risk</a>, <a href="https://www.unepfi.org/category/themes/climate-change/tcfd/" rel="category tag">TCFD</a></span></p> <a href="https://www.unepfi.org/themes/climate-change/2023-climate-risk-landscape/"> <h5>The 2023 Climate Risk Landscape</h5></a> </article> <article class="col-12 col-md-4"> <a href="https://www.unepfi.org/events/global-roundtable-2022/"> <img src="https://www.unepfi.org/wordpress/wp-content/uploads/2022/05/Header-Clouds-2.jpg" class="img-fluid"> </a> <p class="top-title">17 May 2022<span class="separator"></span><span class="uppercase"><a href="https://www.unepfi.org/category/events/" rel="category tag">Events</a>, <a href="https://www.unepfi.org/category/events/unepfi-roundtable/" rel="category tag">Roundtables</a></span></p> <a href="https://www.unepfi.org/events/global-roundtable-2022/"> <h5>UNEP FI Global Roundtable 2022</h5></a> </article> <article class="col-12 col-md-4"> <a href="https://www.unepfi.org/industries/banking/2023-in-review-a-growing-membership-continues-ambitious-action-on-sustainable-finance/"> <img src="https://www.unepfi.org/wordpress/wp-content/uploads/2023/12/endofyeararticle-scaled.jpg" class="img-fluid"> </a> <p class="top-title">19 December 2023<span class="separator"></span><span class="uppercase"><a href="https://www.unepfi.org/category/industries/banking/" rel="category tag">Banking</a>, <a 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href="https://www.unepfi.org/industries/banking/2023-in-review-a-growing-membership-continues-ambitious-action-on-sustainable-finance/"> <h5>2023 in review: A growing membership continues ambitious action on sustainable finance</h5></a> </article> </div> </div> </div> </div> </header> <main> <div class="bg-publications-4 wall w1680 single-publication" > <div class="container h50"><nav class="breadcrumb"><a href="https://www.unepfi.org/">Home</a><span class="divider"> / </span> <a href="https://www.unepfi.org/category/themes/">Themes</a> <span class="divider"> / </span> <a href="https://www.unepfi.org/category/themes/impact/">SDGs and Impact</a> </nav></div> <div class="container"> <div class="row pt80 pb80"> <div class="col-md-2 col-12 col-sm-3"> <a href="#"><img src="https://www.unepfi.org/wordpress/wp-content/uploads/2022/11/Portfolio-Impact-Analysis-Tools-for-Banks-Cover-Thumb-416x640.jpg" class="img-fluid img-publication" /></a> </div> <div class="col-md-10 col-12 col-sm-9"> <p class="date-category text-white ">Nov 2022 | <a href="https://www.unepfi.org/category/publications/" rel="category tag">Publications</a>, <a href="https://www.unepfi.org/category/themes/impact/" rel="category tag">SDGs and Impact</a></p> <h2 class="line-semitransparent">Portfolio Impact Analysis Tools for Banks (Version 3)</h2> </div> </div> </div> </div> <div class="container mt-5"> <div class="row"> <div class="col-12 col-sm-9"> <article class="post-type-publication"> <div class="post-content"> <p>The <a href="https://www.unepfi.org/impact/unep-fi-impact-analysis-tools/portfolio-tool/"><strong>Portfolio Impact Analysis Tools for Banks</strong></a><strong> </strong>(Version 3) is an iterative input-output workflow based on <em>UNEP FI’s unique Holistic Impact Methodology.</em></p> <p>It requires users to input data to describe their portfolio and to reflect their current impact performance. The Tool uses the input data in combination with a set of in-built impact mappings to produce a number of outputs, in particular a set of impact profiles by business line, and to guide the user in identifying the bank’s most significant impact areas and determining priorities, thus setting the basis for strategy development and target-setting.</p> <p>As of 2022, UNEP FI’s Impact Analysis Tools are gradually transitioning to a ‘modular’ format, where the main components of impact analysis are contained within distinct modules. This new modular format allows more flexibility to accommodate for a variety of types of user banks.</p> <ul> <li><strong>Find more about the Tool <a href="https://www.unepfi.org/impact/unep-fi-impact-analysis-tools/portfolio-tool/">here</a></strong></li> </ul> </div> </article> </div> <div class="col-12 col-sm-3"> <div class="sidebar"> <aside id="secondary" class="widget-area"> <section id="unepfi-categories-listing-widget-2" class="widget_unepfi-categories-listing-widget"><h2 class="widget-title">More publications from</h2><ul class="category-list"><li class="category-item"><a href="https://www.unepfi.org/category/themes/impact/">SDGs and Impact</a></li></ul><a class="btn w-100 btn-see-all" href="https://www.unepfi.org/category/publications/" role="button">See all publications</a></section><section id="unepfi-share-widget-2" class="widget_unepfi-share-widget"><h2 class="widget-title">Share</h2><div class="usw-content"><a class="synved-social-button synved-social-button-share 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