DEFINING IMPACT

We define impact as a change in an important positive or negative outcome for people or the planet.

When we refer to impact, we include social, environmental and governance considerations that relate to the operations of businesses as well as their products and services. ​We hold our portfolio companies accountable for reducing their negative impacts as well as increasing their positive impacts. 

OVERARCHING APPROACH

Our approach to impact is underpinned by three key principles:​

Measurable outcomes
We invest in businesses that demonstrate measurable positive impact.

Holistic underwriting
We underwrite the impact of our investments by looking at more than quantifiable outcomes.

Financial returns
We believe that managing environmental and social factors is accretive to financial returns.

​An overview of our overarching approach to responsible investing and generating positive impact can be found in our Responsible Investment Policy. 

FRAMEWORK

Impact considerations are embedded in Volery's overall investment process from sourcing and due diligence, to our value-add approach to portfolio management, to exit. For each investment, we develop an impact thesis that is grounded in the specific measurable environmental and/or social outcomes we seek to generate through the investment. 

At the core of our investment process is our alpha impact framework, an assessment tool we developed to evaluate and help manage impact considerations from multiple impact angles. 

INDUSTRY ENGAGEMENT

Volery is also a proud supporter of the Paris Agreement