toniic-portfolio-tool-logo

Toniic Impact Portfolio Tool – Version 2

The Toniic Impact Portfolio Tool is an Excel-based tool that enables impact investors to document the interrelationships between asset classes and the impact of a portfolio of investments. This easy-to-use tool allows an investor to classify every underlying investment by its intended impact, as well as other variables that investors take into consideration when designing their portfolios — such as liquidity, expected returns, geography, management structures, and more. The outputs of the tool are visual representations of the individual portfolios, as well as investment data which has been included in the Toniic Diirectory and the T100: Launch report 2016.

Please Register to Download

t100 logo

Please provide your contact information to view or download the Toniic Impact Portfolio Tool - Version 2.  We will use and store your information only for tracking distribution of our tool.














Your information will not be sold or shared with any third parties.

Licensing:
Permission is granted to copy, distribute and/or modify the template under the terms of the Creative Commons Public License, Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-SA 4.0) or any later version published by the Creative Commons. The license covers only the template and not any private or proprietary data added through use of the template.

Need assistance with this form?

To receive T100 Project alerts, sign up here.

We welcome your questions, comments, and recommendations at T100@toniic.com

LICENSING
Permission is granted to copy, distribute and/or modify the template under the terms of the Creative Commons Public License, Attribution-NonCommercial-ShareAlike 4.0 International (CC BY-NC-ND 4.0) or any later version published by the Creative Commons. The license covers only the template and not any private or proprietary data added through use of the template.