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