Investor Profiles

Investor Snapshots & Profiles invite the Frame community to articulate their impact strategies in a consistent structure.

Snapshots & Profiles contribute to our collective knowledge and wisdom, helping us understand why and how methodologies shift according to organizational characteristics, such as fund size. These contributions support the development of Frame’s methodological guidance.

About Investor Profiles & Snapshots

Investor Profile and Snapshots invite Frame community members to showcase their impact strategies in a way that suits their practices.

Investor Snapshots are a brief overview of the methodological practices of investors committed to addressing climate change, largely consisting of quantifiable or multiple-choice questions.

Investor Profiles allow investors to expand upon their Snapshots by diving more deeply into their impact strategies with narrative questions that invite them to demonstrate how their theory of change affects their methodologies.

Those who have never created an Investor Profile start with Snapshots and work with us over a longer period to complete a full Profile that allows them to dive more deeply into their impact assessment process.

Principles

Investor Profiles and Snapshots are designed with the following principles in mind.

  • The purpose of impact assessment is to help improve the choices investors make to steer capital towards innovations and strategies that reduce global GHG emissions over time. All profiles demonstrate how assessment shapes investment decisions.

  • Profiles are based on common structure and questions that all investors follow. For example, rather than excluding responses to questions that an investor may not have answers to, they share progress, wherever it is. Profiles will also increasingly apply Frame’s terminology and taxonomy, rather than language that any individual investor uses on its own. As we learn by doing, we’ll add questions and refine structure. 

  • Investors clearly articulate the reasoning for assessment processes — what they are looking for in assessment and why.

  • Investors share how they continue steering companies toward impact after initial investments are made and how ongoing analysis affects their investment and assessment strategies overall.

  • No process is perfect! In the spirit of transparency and modeling how we learn by doing, we publish work in progress and welcome investors to define what and when they plan to update over time.