Asset allocators
BlueMark’s tools help asset allocators discover, assess, and compare the impact strategies and performance of fund managers.
Steward impact portfolios with confidence
BlueMark’s tools help asset allocators discover, assess, and compare the impact strategies and performance of fund managers. Our digital tools, benchmarks, and insights streamline due diligence and portfolio oversight
Fund ID Screener
Quickly assess the strength of a manager’s impact approach.
- Customized screening adapted to your unique diligence expectations
- Benchmarked insights relative to BlueMark’s Fund ID and the Impact Principles
- Flexible data collection methods: online survey vs. AI-powered extraction from existing materials
Impact Monitoring & Reporting Assist
Standardize and analyze impact performance data across your portfolio.
- Streamlined impact data collection via AI- powered extraction and organization
- Customized analytics dashboards for your unique decision-making needs
- BlueMark Analyst commentary to help interpret the quality of results from GPs
BlueMark’s Leaderboards
Spotlight on top performers.
BlueMark’s Fund ID and Practice Leaderboards make it easier to identify fund managers with leading impact strategies and practices.
Fund ID Leaderboard: Recognizes verified funds who received a Platinum rating—75 out of 100 points or more—on their Fund ID assessment.
Practice Leaderboard: Highlights verified investors who scored in the top quartile of ratings across all eight Practice Verification areas, benchmarked to the Impact Principles.
BlueMark's Core Services
Independent assessments and digital tools to help allocators navigate sustainable and impact investing with confidence.
Practice Verification
An evaluation of the strengths and gaps in a firm or fund’s impact and ESG management system.
Reporting Verification
An evaluation of the strengths and gaps in a firm or fund’s impact and ESG management system.
Regulatory Support Services
Determine SFDR and SDR readiness and alignment in a cost-effective way. Easily identify gaps in policies and practices and address concerns about compliance and reputational risks.
Sustainability Linked Loans
Review of the rigor and results of a sustainability and/or impact-linked financing or incentive structure.
Staff Training
BlueMark and its sister firm, Tideline, bring unmatched expertise in impact management for asset allocators. We deliver tailored training sessions to help investment and leadership teams understand the current impact landscape and strengthen their firm’s approach.
ILPA’s Sustainable Investing & Impact Community Partner
BlueMark is proud to partner with the Institutional Limited Partners Association (ILPA) as a Sustainable Investing & Impact Community Partner, helping to equip ILPA’s global network of Limited Partners (LPs) with insights, tools, and best practices for developing and managing portfolios of impact funds.
Impact investing is increasingly top-of-mind for many of our LP members. As more institutional investors extend their focus from managing environmental and social risks to also seeking positive impact outcomes, it is essential that they have the right tools and resources to align with industry best practices.
Matt Schey, Managing Director of External Affairs and Sustainable Investing at ILPA
Verification Partner for IEN’s Endowment Impact Benchmark
BlueMark is the verification partner for the Endowment Impact Benchmark, an initiative of the Crane Institute of Sustainability. This first-of-its kind assessment and ratings framework enables endowments to compare their sustainable and impact investing approaches to peer institutions and earn recognition for their commitments.
The Endowment Impact Benchmark brings the best current and vetted approaches to the forefront in its evaluation. Not only did the process provide a more holistic measurement of what we were doing, we had clear guidance on areas to focus on as we continued our journey in the future.
Arizona State University Foundation
A Field Guide: Impact Due Diligence and Management for Asset Allocators
As scrutiny of ESG and impact investing intensifies, aligning intentions with credible practices is more important than ever.
This report—developed by BlueMark and CASE at Duke, with support from the Tipping Point Fund—offers LPs practical tools and insights to strengthen impact management. It draws on global best practices and includes step-by-step guides to support due diligence, ongoing monitoring, and more effective oversight.
We Work With Allocators
BlueMark regularly convenes an Allocator Working Group (AWG) featuring some of the impact investing industry’s leading asset owners and allocators. The AWG serves as a forum for discussion among peer allocators who are interested in advancing their own practices as well as those of the market more broadly.