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idw - Informationsdienst
Wissenschaft
Which societal impacts arise from asset portfolios? WifOR Institute’s publication “Asset Portfolio Impact Measurement and Valuation” helps to assess the social, environmental, and economic effects of investments beyond market performance.
“Investment decisions have profound societal impacts. Financial resources provide the ability to exert influence and drive change. Through transparent insights into how investments affect society, we can positively shape a future-oriented, impact-driven financial landscape,” says Dr. Richard Scholz, Head of Impact Analysis at WifOR Institute.
The publication builds upon Impact Valuation frameworks, developed by, among others, the Capitals Coalition, Value Balancing Alliance (VBA), and International Foundation for Valuing Impacts (IFVI). Impact Measurement and Valuation has traditionally centered on a company's operations and, more recently, its supply chain. However, financial institutions typically lack conventional supply chains and therefore the focus shifts to downstream effects via investments and portfolios. The publication contributes to the ongoing progress in academic research on Impact Measurement and Valuation with the objective of engaging other experts and advancing collective development.
Methodology
The methodology involves three key steps. Firstly, portfolio asset data is categorized and mapped, sorting data by asset type, such as stocks or bonds. Each data point is linked to an economic sector and geographical region, enabling the identification of where the asset operates and its production-related purpose. The second step translates asset values into the share of a company's production or service output by using a Turnover-Asset (TA) conversion. This TA conversion assumes that one unit of invested asset value stimulates a specific amount of turnover within a company or project per year. In the third step, the estimated output share of the asset is linked with economic, social, and environmental impact multipliers, like greenhouse gas emissions per Euro production value. This can be achieved using established multipliers or impact measurement approaches, such as WifOR's multiregional Input-Output model.
Authors:
Denise Weger M.A. HSG, Dr. Dimitrij Euler, Lorenz Röttger, Dr. Nora Albu, and Dr. Zarko Kalamov
About WifOR – If you measure it, you can shape it.
WifOR is an independent economic research institute, founded in 2009 as a spin-off from the Technical University of Darmstadt. As experts in macroeconomic analysis, our research focuses on the areas of labor markets, health, and sustainability. Through our studies, WifOR’s mission is to enable data-based solutions to challenges on the labor market, set global standards in sustainability measurement, and illuminate worldwide the value of health investments. WifOR has over 75 employees located in Germany, Greece, Latin America, and the USA.
Dr. Richard Scholz
Head of Impact Analysis
richard.scholz@wifor.com
https://www.wifor.com/en/download/asset-portfolio-impact-measurement-and-valuati...
Asset Portfolio Impact Measurement and Valuation
WifOR Institute
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Gesellschaft, Politik, Umwelt / Ökologie, Wirtschaft
überregional
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Englisch
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