NEW YORK, MARCH 27, 2025 – BlueMark, a leading independent impact verification and intelligence provider for the impact and sustainable investing markets, and Caprock, a leading multi-family office Registered Investment Advisor (RIA) serving ultra-high-net-worth clients, announced an agreement to transition the Caprock Impact Reporting (CIR) platform to BlueMark.
The transition allows BlueMark to accelerate the development of its impact market intelligence platform, providing investors with rigorous and efficient solutions to manage and report on the impact of their portfolios. Caprock, a pioneer in impact investing, developed CIR to help both clients and managers and to establish an industry standard for impact reporting.
According to the Global Impact Investing Network (GIIN), 90% of investors struggle to compare impact results across portfolios, highlighting the need for credible, standardized, and comprehensive data as well as portfolio analytics and reporting tools.
“As impact becomes a key dimension of more investment portfolios, a new suite of data and portfolio management capabilities are required to unlock more effective decision-making and performance monitoring,” said Sarah Gelfand, President at BlueMark. “By integrating CIR into our offerings, we can provide BlueMark clients with a way to build and monitor their portfolios to deliver impact in line with their goals.”
With the goal of eventually introducing this to the larger impact investing sector, Caprock’s agreement with BlueMark will allow CIR to reach a larger market and alleviate managers from impact reporting burdens. Caprock will continue to utilize CIR and leverage BlueMark’s enhanced benchmarks and insights.
“We originally built CIR to help our clients better understand and track impact outcomes across their portfolio. We always envisioned this tool being used by other market participants to create a standard framework for impact reporting and help alleviate the reporting burden of our managers”, said Mark Gustafson, Managing Director at Caprock. “Given BlueMark’s leadership role and experience delivering impact benchmarks and insights, we are excited to see our original vision come to life under their guidance.”
Since its 2020 launch, BlueMark has delivered investors with data and insights from its verification engagements to help them benchmark and manage their impact with greater confidence. BlueMark aims to elevate the quality of impact analytics for investors while setting new standards for transparency and accountability by combining its rigorous assessment frameworks with technology to enhance data collection and reporting.
“Through our work and conversations with diverse allocators and fund managers, we see growing demand and a vital need for tools that can promote more efficiency and consistency in data collection, analysis and reporting related to impact performance,” said Christina Leijonhufvud, CEO of BlueMark. “CIR will provide us with the ability to offer investors the tools they need, in tandem with our benchmarks and insights, for improved impact monitoring and reporting—advancing our vision of making every investment accountable to impact.”
About BlueMark
BlueMark is a leading independent impact verification and intelligence provider for the impact and sustainable investing market. As a certified B Corp, BlueMark’s mission is to “strengthen trust in impact investing” by equipping investors with impact verification services, benchmarks, and analytics. BlueMark’s verification methodologies draw on a range of industry standards, frameworks, and regulations, including the Impact Management Project (IMP), Impact Performance Reporting Norms (Reporting Norms), Operating Principles for Impact Management (Impact Principles), SDG Impact, Sustainability Disclosure Requirements (SDR), and Sustainable Finance Disclosure Regulation (SFDR). Learn more at www.bluemark.co.
About Caprock
The Caprock Group, LLC (“Caprock”) is a top multi-family office Registered Investment Advisory (RIA) serving ultra-high-net-worth clients. Founded in 2005, Caprock acts as a full-service outsourced chief investment officer and chief financial officer for 400 wealthy families with a total of more than $13.1 billion in assets under advisement. The firm has expertise and access to private markets, where it manages more than $4 billion in private investments, including private equity, venture capital, real estate and private credit. Caprock also has expertise and is an industry thought leader in impact investing. The firm is an SEC-registered investment advisor and a founding B-Corporation.
Media Contacts
Jess Carden
BlueMark
[email protected]
Jennifer Couch
CapRock
208.994.7017
[email protected]
Lorene Yue or Brandon Blackwell
Haven Tower Group LLC
424.317.4854 or 424.317.4868
[email protected] or [email protected]