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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.

Track and optimize impact across your portfolio

 Identify best in class
Enhance your impact
Interpret impact
Engage with managers

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.

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.

Read case study
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