Skip to main content
TOOLS
Login to access your documents and resources.
Welcome to Nuveen
Select your preferred site so we can tailor your experience.
Select Region...
  • Americas
  • Asia Pacific
  • Europe, Middle East, Africa
location select
Select Location...
  • Canada
  • Latin America
  • United States
  • Australia
  • Hong Kong
  • Japan
  • Mainland China
  • Malaysia
  • New Zealand
  • Singapore
  • South Korea
  • Taiwan
  • Thailand
  • Other
  • Abu Dhabi Global Market (ADGM)
  • Austria
  • Belgium
  • Denmark
  • Finland
  • France
  • Germany
  • Ireland
  • Italy
  • Luxembourg
  • Netherlands
  • Norway
  • Spain
  • Sweden
  • Switzerland
  • United Kingdom
  • Other
location select
Institutional Investor
  • Institutional Investor
  • Individual Investor
  • Financial Professional
  • Global Cities REIT (GCREIT)
  • Green Capital
  • Private Capital Income Fund (PCAP)
location select
This site has been created for exclusive use by institutional investors only and does not take into account the investment objectives, financial situation or specific needs of any individual investor. Information from this site should not be the sole basis for any investment decision.
Privacy notice Cookie policy, terms of use
Accept to continue
EQuilibrium

Impact measurement and reporting

Abstract image of swirling colors
 
Download
Receive future insights

Insights from an insurer’s experience

Understanding the non-financial impact of their investments is an increasing concern for institutional investors. Almost three-quarters (74%) consider or plan to consider the environmental and societal impact of their investment decisions, according to Nuveen’s 2023 EQuilibrium survey of institutional investors around the world. This number is even higher (82%) for insurers.

While the demand to fund impact projects and investments, especially from insurers, is clear, implementation can be challenging. Only 41% of impact-focused investors had identified impact goals for implementing their impact strategy in our EQuilibrium survey, and less than one-third had a separate allocation sleeve for their impact investments. 

Chart: Insitutional investor approaches to impact investing

Fundamental to considering the impact is the ability to measure, track and report on these additional outcomes. Based on our experience managing impact assets for TIAA and other institutional investors, we explore some of the challenges this entails particularly for investment strategies that intentionally target positive impact outcomes. 

Key themes include:

  • What defines an impact investment and why it matters
  • Asset class and portfolio construction considerations when investing in impact 
  • Best practices in measurement and reporting non-financial results for both impact investments and the broader portfolio 

Download the full article

Download

About the authors

Amy

Amy O'Brien

Global Head of Responsible Investing
person

Sarah Wilson

Managing Director, Head of Climate Center of Excellence, Nuveen

Learn more from EQuilibrium

EQuilibrium
EQuilibrium

EQuilibrium

Learn more about our survey findings and dive deeper with Nuveen experts as they explore how investors are re-examining traditional approaches to investing.

Do you want to stay up to date on Nuveen's latest research?

Subscribe now
EQuilibrium
Stay informed by receiving the latest insights straight to your inbox.
Contact us
London skyline
London
small-phone-icon
+44 20 3727 8000
201 Bishopsgate, London, United Kingdom
Footer Arc Background

Discover

Our Company

The information contained on this website is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. YOUR CAPITAL IS AT RISK. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed. 

Products, services, or strategies shown may not be available in certain jurisdictions and/or to certain investors. Recipients should inform themselves about and observe any applicable legal requirements. The information provided should not be considered a solicitation or an offer by Nuveen or its affiliates to provide any financial products or services in any jurisdiction where it is not otherwise authorized to do so. Any funds described herein are not for sale in the US or to US persons and are available under the conditions of the relevant offering document(s). If you are a US citizen or resident, please visit our website for US Financial Professionals or US Institutional Investors. Nuveen provides a range of products including investment advisory services, strategies, and expertise through its independent investment affiliates. Securities are offered through Nuveen Securities, LLC.

© 2024 Nuveen, LLC. All rights reserved.

G-3204848P-E1123W
Back to Top