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Data and insights

See how BlueMark’s benchmarks, ratings, and data on leading impact investment practices can help drive client insights.

Our reach

299
verifications
For investors managing a combined
393 B
AUM

*As of May 2025

Practice Benchmark

BlueMark’s proprietary rating system evaluates the degree of investor alignment with core pillars of impact management on a four-part scale (Low, Moderate, High, Advanced).

 

The BlueMark Practice Benchmark organizes the aggregated results from BlueMark’s 153 most recent practice verifications into Learning (25th percentile), Median (50th percentile), and Leading (75th percentile) segments.

LOW

moderate

High

Advanced

Practice areas

1 IMPACT
OBJECTIVES

2 IMPACT
MANAGEMENT

3 INVESTOR
CONTRIBUTION

4 IMPACT SCREENING

5 ESG RISK MANAGEMENT

6 IMPACT MONITORING

7 IMPACT AT EXIT

8 IMPACT REVIEW

25%

25%

LEARNING

MED.

50%

MEDIAN

75%

75%

LEADING

BlueMark Practice Leaderboard

The BlueMark Practice Leaderboard was created as a way to highlight those impact investors with best-in-class impact management practices. To earn a spot on the Practice Leaderboard, verified investors must receive top quartile ratings across all eight Practice Verification areas within the benchmark for that year.

Approximately 8% of BlueMark verified clients are on the Practice Leaderboard. Only impact investors that have been verified within the previous two years will be eligible for each year’s Practice Leaderboard to ensure that investors are continuously reassessed against the current state of the market.

Actis
VERIFIED Dec. 2024 ASSET CLASS Real Assets IMPACT THEMES
  • Infrastructure
  • Resource Efficiency
  • Climate Adaptation & Resilience
  • Clean Energy
  • WASH
AiiM Partners
VERIFIED Sept. 2024 ASSET CLASS Private Equity IMPACT THEMES
  • Sustainability and Equity
Bain Capital Double Impact
VERIFIED April 2023 ASSET CLASS Private Equity IMPACT THEMES
  • Education & Workforce Development
  • Health & Wellness
  • Sustainability
Better Society Capital
VERIFIED March 2025 ASSET CLASS Private Equity, Private Debt, Real Assets, Funds IMPACT THEMES
  • Multi-theme
BlueOrchard
VERIFIED Feb. 2024 ASSET CLASS Private and Public Debt, Private Equity, Real Assets IMPACT THEMES
  • Multi-theme
British International Investment
VERIFIED May 2024 ASSET CLASS Private Equity, Private Debt, Funds IMPACT THEMES
  • Productive, Sustainable and Inclusive
Brookfield
VERIFIED Sept. 2024 ASSET CLASS Private Equity, Real Assets, Private Debt IMPACT THEMES
  • Clean Energy
  • Infrastructure
  • Climate Change Mitigation
  • Resource Efficiency
Calvert Impact Capital
VERIFIED April 2023 ASSET CLASS Private Debt IMPACT THEMES
  • Access to Community Services
  • Climate Change
  • Financial Inclusion
Circulate Capital
VERIFIED April 2024 ASSET CLASS Private Debt, Private Equity IMPACT THEMES
  • Climate Adaption & Resilience
  • Climate Change Mitigation
Circularity Capital
VERIFIED August 2024 ASSET CLASS Private Equity (Growth) IMPACT THEMES
  • Resource Efficiency
  • Climate Change Mitigation
  • Climate Adaptation & Resilience
Finance in Motion
VERIFIED October 2023 ASSET CLASS Private Debt, Private Equity IMPACT THEMES
  • Green Economy
  • Climate Finance
  • Entrepreneurship & Livelihoods
  • Financial Inclusion
Franklin Templeton Social Infrastructure
VERIFIED Feb. 2025 ASSET CLASS Real Assets IMPACT THEMES
  • Affordable Housing
  • Clean Energy
  • Climate Adaptation & Resilience
  • Health and Wellness
  • Infrastructure
Investment Fund for Developing Countries (IFU)
VERIFIED Sept. 2024 ASSET CLASS Private Equity, Private Debt, Funds IMPACT THEMES
  • Green, Just and Inclusive Transition
Nuveen Global Fixed Income Impact
VERIFIED Sept. 2024 ASSET CLASS Public Debt IMPACT THEMES
  • Affordable Housing
  • Renewable Energy and Climate Change
  • Community and Economic Development
  • Natural Resources
Nuveen Private Equity Impact Investing
VERIFIED June 2022 ASSET CLASS Private Equity IMPACT THEMES
  • Resource Efficiency
  • Inclusive Growth
Nuveen U.S. Affordable Housing
VERIFIED Sept. 2024 ASSET CLASS Real Assets IMPACT THEMES
  • Affordable Housing
Schroders
VERIFIED Sept. 2023 ASSET CLASS Private Equity, Public Debt, Public Equity IMPACT THEMES
  • Multi-theme
Trill Impact
VERIFIED October 2023 ASSET CLASS Private Equity, Private Debt IMPACT THEMES
  • Multi-theme (SDG-aligned impact)
The Vistria Group (TVG)
VERIFIED March 2024 ASSET CLASS Private Equity, Real Assets IMPACT THEMES
  • Healthcare
  • Financial Inclusion
  • Education & Workforce Development

Research

As part of BlueMark’s mission to “strengthen trust in impact and sustainable investing,” we are committed to publishing field-building research based on our analysis of client verifications. These research reports are designed to inform investment practitioners about best practices and shared challenges, thereby driving the entire impact investing field forward.

May 20, 2025

Making the Mark 2025

The data in our sixth annual Making the Mark report shows many impact management practices that were previously considered cutting-edge now represent a baseline expectation for impact investors.

read more

October 22, 2024

The Fund ID by BlueMark: Introducing a fund-level impact rating

How can the complex and variable impact attributes of investment products be distilled into something that is simple to interpret and easy to use?
This challenge has animated many investors, consultants, data providers, and organiza- tions seeking to streamline the evaluation and management of investment products over the years. Within the impact investing industry, clarifying how to effectively and efficiently interpret a product’s impact credentials is a major topic of conversation, with many market participants seeing this clarity as a necessary precursor to unlocking additional capital.

read more

June 5, 2024

Making the Mark 2024

“Making the Mark V” aims to provide insights and clarity on the “how” of impact investing. Download for free today. Over 110+ investors verified overseeing a combined $233.5 billion in impact AUM.

read more

November 8, 2023

A Field Guide: Impact Due Diligence and Management for Asset Allocators

 “A Field Guide: Impact Due Diligence and Management for Asset Allocators” aims to drive more rigor and consistency in how asset allocators evaluate and manage private market funds that invest for positive impacts on people and the planet. Developed in 2023 through interviews with 50+ Limited Partners (LPs) and General Partners (GPs) worldwide, along with desk research, this guide draws from the experiences and practices of experienced LPs and GPs investing in diverse strategies. It

read more

December 13, 2022

“Raising the Bar 2.0: BlueMark’s Framework for Evaluating Impact Reporting”

Download Raising the Bar 2.0 to learn more about BlueMark’s framework for evaluating impact reporting, results from a pilot project with Impact Frontiers, and our insights into emerging best practices for impact reporting.

read more

May 16, 2023

Making the Mark 2023: Benchmarking Impact Management Practice

BlueMark’s fourth annual “Making the Mark” report takes a deeper dive into those impact management practices that are most (or least) common among different segments of the impact and sustainable investing market.

read more

Perspectives and commentary

BlueMark regularly publishes opinion pieces and comment letters to share our perspective on the biggest issues facing impact investors.

January 27, 2025

Progress over perfection: The case for embracing external accountability

This article explores the key benefits of undergoing an impact rating assessment.

read more

February 6, 2025

7 common pitfalls in impact reporting—and how to avoid them

For fund managers, impact reports serve as a powerful tool for communicating the impact results of their portfolios. These reports not only provide transparency, but also can play a crucial role in engaging stakeholders and demonstrating appropriate accountability. BlueMark has led the advancement of best practices for impact reporting through original research and the development […]

read more

October 9, 2024

Why impact investing needs a seal of credibility

Impact investing today finds itself at a crossroads, navigating a natural tension between two paths–the imperative for growth and the obligation to maintain rigorous accountability. But what if there was a middle path, one that balances scaling with safeguarding market integrity? The good news is impact investing continues to grow as more investors embrace “impact” […]

read more

August 13, 2024

Are fund managers ready to set targets to hold themselves accountable for impact?

In the early days of impact investing, some investors would make the case for setting impact targets. You can’t manage what you don’t measure, they argued.
The not-always explicit response: Yes, and you can’t be held accountable for what you never promised. The latest Making the Mark report from the impact verification firm BlueMark found that only 42% of clients set impact performance targets as a condition of their investments. A larger number, 58%, work with portfolio companies to set targets after investments are made.

read more

May 28, 2024

The four pillars of impact accountability

There is an obvious appeal to impact investing. While non-profits and grant funders are focused exclusively on fostering positive social, environmental, and cultural change, they do so at the expense of -100% financial returns. On the other hand, traditional finance tends to overlook these critical considerations while prioritizing short-term gains, generating potentially harmful, long-term effects […]

read more

July 10, 2024

Catalysing capital towards impact in Asia through family offices

Family offices, longtime exemplars of values-based investing, are becoming more active impact investors. Among some of the very first movers in the Asian impact investing market, family offices, especially those run by younger generations, are continuing to mobilise capital towards sustainable and impact investments.

read more

Events and webinars

BlueMark regularly hosts webinars and speaks at industry events about impact verification and key trends and challenges across the impact investing industry. Use the video library below to catch up on recent BlueMark speaking appearances.

Webinars & Events