BlueMark Fund ID Pulse
Please complete all questions provided.
BlueMark reserves the right to use data submitted through Fund ID Pulse in anonymized form for research, analysis, and thought leadership purposes.
Fund Name
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Your Name
*
First Name
Last Name
Your Email
*
BlueMark does not sell, rent, or otherwise disclose any personal information (including but not limited to names, email addresses) to any third parties for marketing or commercial purposes.
Does your fund have a theory of change explaining how you intend to achieve the target impact objectives via your investment strategy?
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Please Select
No
Yes
Does your Fund have a strategy for contributing to the impact of all invested assets?
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Please Select
No
Yes
Does your Fund have an ESG Policy and/or exclusion criteria to avoid exposure to risks/sectors likely to have significant ESG risks or negative impacts?
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Please Select
No
Yes
How are impact and ESG considerations integrated into investment decision-making? (Select all that apply)
Impact section in IC documents
ESG (or negative impact) section in IC documents
Which of the following types of expertise are represented on the Fund management team (i.e., investment or IM team)? (Select all that apply)
Impact management expertise
ESG management expertise
Sector-specific impact expertise
Sector/asset-class investment expertise
Has your Fund established impact-linked incentives?
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Please Select
No
Yes
Does your Fund's ex-ante impact assessment cover all the core components of impact (i.e., What, Who, How Much, Risk)?
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Please Select
No
Yes
How does your Fund compare expected impact against actual impact performance for each investment on an ongoing basis? (Select all that apply)
Reviews each investment's impact KPIs against baselines and/or prior periods
Reviews impact KPIs against specific targets or projections
Regular qualitative analysis or summary of performance
Engagement protocol in the event of impact underperformance
Does your Fund have a documented process in place to consider the sustainability of impact post-exit?
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Please Select
No
Yes
Does the Fund Manager report on impact performance metrics over time and relative to targets?
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Please Select
No
Yes
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Before you receive your assessment report, please take 1 minute to answer the following questions about your fund!
Investment Strategy
Please Select
Intermediated / Funds
Direct investment
Mixed
Strategy Inception Year
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Format: YYYY
Fund AUM Range
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Please Select
<100m USD
100m-249m USD
250m-499m USD
500m-1bn USD
>1bn USD
Asset Class (Select all that apply)
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Private Equity
Private Debt
Public Equity
Fixed Income
Real Assets
Other
Target Financial Returns
Please Select
Market-rate or above
Near-market
Concessionary
Target Markets (Select all that apply)
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Asia
Africa
Europe
North America
South America
Oceania
Other
Strategy Score
Governance Score
Management Score
Reporting Score
Overall Score
Strategy Rating
Governance Rating
Management Rating
Reporting Rating
Overall Rating
Submit
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