Impact Management

BlueOrchard’s award-winning social performance management

Social performance management refers to the process by which an impact investing organization monitors, quantifies and strives to improve its impact. At BlueOrchard, this is a fundamental part of our day-to-day investment process and our impact goals are reflected in each investment decision.  To systematically assess the impact of each current and prospective investee and identify potential for improvement, BlueOrchard has developed and constantly works to refine a proprietary tool; the Social Performance Impact Reporting & Intelligence Tool – SPIRIT.

SPIRIT – BlueOrchard’s proprietary impact management tool

As a pioneer in the evolving and growing field of impact investing, BlueOrchard has established itself as an organization that not only follows best practices in impact management, but also creates them.  SPIRIT assesses key areas of social and environmental impact, aligned with industry standards such as the IFC Operating Principles for Impact Management (the “Principles”) and the Universal Standards on Social Performance Management. . As part of a consortium of global public and private organizations involved in the development of the Principles, BlueOrchard has significantly contributed to their conceptualization and is a signatory member.

BlueOrchard impact management reports

Our Impact Report provides in-depth insights into our impact management activities and field examples of our social and environmental impact.

Access the reports
  • Impact Report 2019-2020
  • Social Performance Report 2017-2018
  • Social Performance Report 2015-2016
  • Social Performance Report 2014
  • Social Performance Report 2013

Promotion of impact management

BlueOrchard actively promotes impact management and is a proud member, signatory or endorser of various industry key initiatives and networks.

In addition to BlueOrchard being a signatory of the IFC-led Operating Principles for Impact Management, the BlueOrchard Microfinance Fund has received independent verification for its alignment with the Principles. Read the full disclosure statement here.

Giin Principles for Responsible Investment Social Performance Task Force Smart Campaign IFC