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Notes on how to engage with this workbook
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This workbook contains an Impact Return Analysis Template and supporting examples. Impact return analysis is a way to quantitatively integrate impact considerations into your investment process alongside financial analysis. It can help you decide which investments to make and how to size them, in a way that considers both your impact and financial targets. In addition, doing an impact return analysis almost always generates useful insights and discussions that can feed into other parts of your decision-making process.

If you would like help applying impact return analysis to your own case, contact us at info@total-portfolio.org.
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Make your own copy of this workbook
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Index
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Impact Return AnalysisThe template
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Short Template
A condensed version of the template if you want to see all the major steps in a few lines
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Three Case StudiesExamples analyses from our case study report
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Contribution Matrix
Matrix of contribution multipliers for different 'Scalability' and 'Crowdedness' scores
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Further information
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Total Portfolio Project website
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TPP Case Study Report
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