Asset allocators
Efficiently assess and compare
BlueMark helps allocators efficiently assess and compare the impact strategies and results of different managers, identify the impact leaders in their portfolio, and develop tailored engagement plans. With BlueMark’s benchmarks, dashboards, and market insights, allocators have all the information they need to design and manage their sustainable and impact strategies and portfolios.
BlueMark Impact Reporting for allocators
BlueMark Impact Reporting is an impact data collection, analysis, and reporting solution designed for asset allocators. The platform offers investors a streamlined way to collect, manage, and analyze impact data across the funds in their portfolios, equipped with interactive tools to effectively share results with clients and other stakeholders.
Track and optimize impact across your portfolio
Identify best in class impact managers
Our ratings help you identify best in class impact managers.
Enhance your impact due diligence process
Our comparable and comprehensive assessment results provide key insights to enhance your impact due diligence process.
Interpret and compare areas of impact performance
Our purpose-built dashboards make it easy to interpret and compare areas of impact performance across your portfolio.
Engage with managers on impact performance
Our tailored action plans support your engagement with managers on impact performance.
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.
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
Piloting the 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
Verifying Impact Reporting Best Practices in Wealth Management
Cazenove Capital, a provider of wealth management services and part of the Schroders Group, engaged BlueMark to undertake an independent verification of its 2021 Charity Responsible Multi Asset Fund Impact Report and Sustainable Growth Fund Impact Report ahead of its 2022 publications.
Expert, useful, pragmatic – I found the impact management and measurement assessment process insightful and additive to our work. The team were great to work with too.
Cazenove Capital