OPIM

The Operating Principles for Impact Management (OPIM) collate the best practices and approaches to impact management, which they then use to offer guidance to those struggling to do so effectively. The Impact Principles, launched in April 2019, guide investors towards ensuring that impact is considered throughout an investment’s lifecycle. They are as follows:

Define strategic impact objective(s), consistent with the investment strategy
Manage strategic impact on a portfolio basis
Establish the manager’s contribution to the achievement of impact
Assess the expected impact of each investment, based on a systematic approach
Assess, address, monitor, and manage potential negative impacts of each investment
Monitor the progress of each investment in achieving impact against expectations and respond appropriately
Conduct exits considering the effect on sustained impact
Review, document, and improve decisions and processes based on the achievement of impact and lessons learned
Publicly disclose alignment with the Impact Principles and provide regular independent verification of the alignment

Key facts
Year	2019
Region	International
Scope of Information	Environmental, Social, and Governance, with sustainability overarching
Industry Agnostic or Specific	Industry Agnostic
Target Audience	Medium-large GPs
Approach to Materiality	Significant impact on economy and environment
Time Horizon	Medium- and Long-term
Key Outputs	Set of 9 principles guiding the reader through ESG best practices and mitigating climate risk