Program Materials from Impact Reporting for Impact Investing: State of the Art Portfolio Analysis

Publication date: 
July, 2017

Hear from Bruno Bertocci, UBS Asset Management, about the $2 billion mandate handed to him and his team by PGGM (the giant Dutch Pension fund) to develop a portfolio overlay that, on an individual security basis, provides an impact report that then rolls up into an aggregate portfolio impact report. 

Bruno's team at UBS has teamed up with CUNY and Harvard School of Public Health to work on this groundbreaking project. He will bring the tools he has developed to an interactive discussion about how you can bring this thinking to your impact measurement and reporting, whether you are at the earliest planning stages or well on your way.

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San Diego Impact Investors Network
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