To ensure that impact investing isn’t seen as merely a marketing matter it is necessary to solidify investor confidence in impact investing. Because of this, the Carnot Impact Investing process is controlled. For this task, Carnot has created a “dedicated specialist department for Impact Investing”, which oversees the systematic application of the analysis tools and compliance with the Impact-process.
This dedicated specialist department for Impact Investing is led by the Chief Impact Officer and supports portfolio management as well as marketing and sales. The completed Impact-Analysis-Questionnaires of the individual companies will be submitted to the department for review.
The Chief Impact Officer ensures that the process is run through in a consistent manner, that the filters are applied correctly, and authorizes the approval of the Carnot Impact Investing universe on the questionnaire that has been filled and verified by the portfolio manager.
For each company, a questionnaire set (impact analysis, sustainability analysis, engagement tasks) is compiled and filed as documentation. The Chief Impact Officer keeps a list of companies and periodically checks the completeness and timeliness of the questionnaires.