The four-piece lens through which The CAPROCK Group segments all impact investments and grants. This inclusive 4x4 grid acknowledges the importance of publicly traded securities such as stocks and bonds within an impact portfolio, and distinguishes the role they’re able to play.
Mitigating the steady buildup of greenhouse gases within the Earth's atmosphere
Democratizing opportunity for all members of society
Easing the ever-increasing demands placed on natural ecosystems
Upholding values via publicly-traded security selection and related activity
These are the 16 areas that together facilitate classification of vastly disparate approaches to impact. By applying up to four of these Building Blocks to any impact investment, one can better understand the intention(s) of the related fund manager or nonprofit.
These are the increasingly descriptive sub-components that help to further delineate the overall impact strategy. Unlike the rigid 4x4 taxonomy, Sub-Blocks are meant to be flexible in number and scope – provided there is a corresponding unit of measurement that enables performance evaluation and data aggregation.
The Heat Map graphically illuminates the dispersion of impact intentions, within either an investor's portfolio or an asset manager's fund. The quantification and illustration of these data points communicate critical insights, which have hitherto been nearly impossible to discern across a collection of impact investments.
A visual representation of where in the world impact capital is focused and invested. This graphic facilitates unmatched insights into the portfolio, thereby allowing investors to ascertain whether their capital is going toward the people and places they hope to help.
Applied when impact is diffused around the world and/or centered on climate change
Indicates eight disparate areas of the world within or across which capital may be focused
Reflects a strategy that is strictly focused on a specific country
Used for strategies that emphasize a subset of land(s) that may defy recognized boundaries
Dots used to reflect the office location(s) of asset managers (i.e. “boots on the ground”)
Dots used to reflect the exact location of portfolio companies, projects, and/or properties.