Compass Series
An Inside Look at One Allocator’s Approach to Impact Fund Diligence
An Inside Look at One Allocator’s Approach to Impact Fund Diligence
Download the joint Tideline – J.P. Morgan Private Bank case study, “Advancing Sustainability and Diversity Through Investment”
Leading allocators to impact are increasingly supplementing their core financial and operational due diligence capabilities with specialized impact knowledge and tools intended to probe a fund manager’s intentions, contributions, and approach to measurement. As one such allocator, J.P. Morgan Private Bank worked with Tideline in 2019 to design IMPACT—the Impact Assessment and Contribution Tool—which is at the heart of the $150 million Global Impact Fund launched by J.P. Morgan Private Bank in March 2021. Learn how a fund-of-funds uses IMPACT to make investments in buy-out, growth- and venture-stage private equity strategies.
Featured Speakers:
Ben Thornley
Managing Partner
Tideline (Moderator)
Jessica Matthews
Managing Director and Global Head of Sustainable Investing
J.P. Morgan Private Bank
John Ancona
Executive Director and Head of Private Equity Due Diligence
J.P. Morgan Private Bank
Amie Patel
Managing Director, Capital Partnerships
Elevar Equity
Pia Irell
Impact Partner
Trill Impact
A recording of Tideline’s Currents Series event on “Bending the Curve Toward Net-Zero: Introduction to ERP Analysis” (WATCH)
A recording of Tideline’s Compass Series event on “An Inside Look at One Allocator’s Approach to Impact Fund Diligence” (WATCH)
A recording of Tideline’s Compass Series event on “The Dawn of a Learning Age in Impact Management” (WATCH)
A video recording of Tideline’s Compass Series event on “Truth in Impact: Getting to Clarity on Sustainable Investment Labeling” (WATCH)
A video recording of Tideline’s Compass Series event on “Impact Investment at the Institutional Tipping Point” (WATCH)
In this Compass Series event, Tideline was joined by asset managers, allocators, and service providers to discuss the key developments in the impact investing industry that are laying the groundwork for full-scale institutional adoption. The conversation built...
A video recording of Tideline’s Compass Series panel, “Climate Investing with True Impact” (WATCH)
This month in the Tideline Compass Series, Ben Thornley moderated a discussion with some of the world’s largest allocators and most innovative investors in climate—drawing a contrast between thematic investments in climate-related market sectors, versus true...
A video recording of the inaugural Tideline Compass Series panel, “2021 in Impact Investing: The Year of Classification” (WATCH)
In Tideline's inaugural Compass Series panel on December 15, 2020, Tideline's Ben Thornley and Duke University’s Cathy Clark reflect on five years of progress since introducing the concept of ‘impact classes’, and the increasingly essential role of impact...
Impact Investing’s Next Chapter: Integrity Through Assurance
March 9, 2020 | Tideline and The Rockefeller Foundation partnered up to lead an engaging discussion on why impact verification is key to scaling the market with integrity in a virtual event entitled Impact Investing’s Next Chapter: Integrity Through Assurance. Watch...
Tideline Speaks at HWW’s Investing for Impact Symposium 2019/
Tideline Speaks at SOCAP19
October 22 – 25, 2019 | At SOCAP19, Ben Thornley moderated a session entitled “The Time for Action and Accountability in Impact”. Panelists Diane Carol Damskey (International Finance Corporation), Elizabeth Boggs Davidsen (UNDP), Sasha Dichter (60 Decibels), Leticia...