Toniic Impact Portfolio Tool – Version I

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.

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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.