Impact Strategy
We believe Impact Measurement & Management is a competitive advantage.
Our Theory of Change is the foundation of our IMM approach.
Our Theory of Change seeks to connect the investment capital we deploy to the long-term systemic change we look to support, and aims to offer a clear and transparent way to articulate how our strategy translates into measurable outcomes, or “North Stars.”
By embedding impact considerations throughout the investment lifecycle, from origination and underwriting to value creation and exit, we identify opportunities to add value while mitigating risks to both impact and financial performance.(1)
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Screen for impact alignment to S2G Theory of Change and long-term outcome(s)
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Assess alignment with S2G North Stars, define key impact indicators, and identify material risks, mitigation strategies, and value creation pathways
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Monitor progress on North Star-aligned indicators and operational indicators on an annual basis and implement pathways to value creation
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Evaluate investment against S2G North Stars, summarize value creation activities and lessons learned, and assess the durability of impact post-exit
We align our practices with industry standards and frameworks.
In alignment with industry standards, we collect, synthesize, and interpret impact data from our portfolio annually to assess contributions toward interim- and long-term outcome indicators. Our S2G Metric Library provides a core set of indicators mapped to our North Stars and globally recognized frameworks, offering consistency across the portfolio while allowing flexibility for company-specific indicators.
In parallel, we actively engage with industry-leading membership groups to stay at the forefront of emerging practices, exchange insights, and contribute to the advancement of the broader impact investing ecosystem.(2)
Industry Standards
Indicator Alignment
Industry Associations
We partner with our portfolio to unlock value through strengthened impact approaches.
We aim to help companies set the foundations of a sound impact approach by creating tools and resources that are adaptable to each company’s strategy. Our frameworks help articulate the impact of a company’s product or service, set indicators for measuring progress, and identify methods and sources for data collection.
Innovative crop protection solutions
Exacto is a private-label supplier of solutions to the agricultural, turf, and ornamental horticulture markets, with over four decades of experience serving the agricultural industry. With a central focus on improving resource efficiency in soil and water, Exacto’s innovative solutions help producers maximize the effectiveness of their inputs throughout the growing season.
Ocean data delivery services
Using Uncrewed Surface Vessels (USVs), XOCEAN provides ocean data to global companies and government agencies. From mapping the seabed to environmental monitoring, XOCEAN offers a safe, ultra-low impact and economic solution.
Custom, eco-friendly lawn care
Sunday provides custom, science-driven lawn care that’s better for people, pets, and planet.
We seek independent verification of our practices.
In January 2024, S2G engaged BlueMark, a leading provider of independent impact verification and intelligence for the impact and sustainable investing market, to independently verify the alignment of S2G’s impact management system and the completeness and reliability of our external impact reporting with industry best practices. BlueMark’s assessment findings cover both areas of strength and areas for improvement, as reflected in the Verifier Statement.(7)
