We recently became one of the first companies to undergo an Impact Management Assessment by Aeris. This assessment evaluates a fund’s impact management capacity by focusing on impact management systems and processes as the strongest indicator of the fund’s ability to make investments in alignment with its stated impact thesis and to achieve its impact goals. Aeris’ methodology has been established and refined through performing impact management and financial analyses and ratings of CDFIs for the past 15 years, and has been essential in making impact investing more accessible for institutional investors. It recently extended its impact assessments to investment companies and funds across asset classes.
We’re proud to share our recently released assessment, based on December 2018 results. This report provides third-party verification of Iroquois Valley’s impact practices. It joins our B Corp assessment and expands our commitment to transparency through rigorous, independent evaluation of our work.
Read our Impact Management Assessment here.