Insights

Our research applies AI-based methodologies to quantify impact variables that traditional analysis cannot capture. Here you'll find our methodology, research themes, and commentary on the evolving landscape of impact investing.

The Problem

The impact investing industry manages over $35 trillion in assets. Yet most of it relies on vague ESG ratings, self-reported corporate disclosures, and qualitative narratives rather than precise, quantifiable outcomes.

The result is a capital allocation problem: investors who want to maximise positive outcomes have no reliable way to compare the efficiency of one investment against another. Two companies in the same sector, targeting the same problem, can differ by orders of magnitude in actual impact per euro invested — but current tools cannot tell you which is which.

We believe impact should be measured with the same rigour as financial returns. Not approximated. Not rated. Measured.

Our Approach

Product-level analysis

We look at what a company makes and sells — not on policy commitments. Impact lives in products and services, which is where we measure it.

Novel efficiency metrics

For each domain, we develop a single ratio: the capital needed per unit of measurable positive outcome. This makes radically different companies comparable on a single scale.

AI-driven research

We use machine learning and advanced modelling to quantify variables that traditional financial analysis treats as unquantifiable — from lifecycle carbon savings to health outcomes per dollar.

Research Themes

Our methodology extends across every domain where markets and positive outcomes intersect. Each theme applies the same principle: identify a measurable outcome, calculate efficiency across the investment universe, and enable precision allocation.

Climate Efficiency

How much capital is required to avoid one tonne of CO₂e? We measure the carbon-saving efficiency of climate-focused companies at the product level, revealing vast differences that conventional ratings hide.

Access to Healthcare

What does it cost to deliver one unit of health improvement through market-based solutions? We develop metrics that compare the efficiency of health-focused companies in expanding access and outcomes.

Education & Skills Development

How efficiently does invested capital translate into measurable learning and employment outcomes? We quantify the link between investment and educational impact at scale.

Sustainable Agriculture

What is the cost-efficiency of sustainable food production per unit of capital? We investigate how agricultural companies differ in their ability to produce food while preserving ecosystems.

Water & Sanitation

How much capital is needed to provide one person with access to clean water or improved sanitation? We measure efficiency across market-driven solutions in the water sector.

Affordable Housing

What does it cost to create one unit of quality, affordable shelter through investment? We develop ratios that make housing-focused companies comparable on real-world outcomes.

Food Security

How efficiently does capital flow into reducing hunger and malnutrition? We quantify the impact efficiency of companies and funds working to secure global food supply chains.

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