Managing Impact from Asset Owner to Portfolio Company with the Impact Management Project
Kate Huntington , Athena Capital Advisors
Developed with input from over 700 impact investors from across the globe, the Impact Management Project is a new framework designed to help asset owners, advisors, investment managers, and impact enterprises establish common fundamentals for understanding and communicating impact goals and performance. This panel will be a unique case study in the benefits and challenges involved in implementing the Impact Management Project framework. Attendees will hear how the framework is gaining traction and being used to communicate goals, manage expectations, and report results along a single investment chain, from asset owner to wealth advisor, wealth advisor to fund manager, and fund manager to portfolio company.
due diligence, impact management, Impact Measurement & Reporting
Brian Trelstad, Bridges Fund Management (Moderator); Kate Huntington, Managing Director, Athena Capital Advisors
High-Net Worth Family, Client of Athena Capital Advisors; Impact Fund Manager from participating Client’s Portfolio; Portfolio Company CEO from participating Impact Fund Manager’s Portfolio
Material from panelist organizations