Impact Measurement

Impact Committee

DWM's Impact Committee coordinates strategic efforts to promote and integrate social, governance and other impact considerations across DWM's core business functions. Initiatives include: developing enhanced metrics for social performance analysis, monitoring data collection, and analyzing and reporting social impact performance. The Committee is overseen by DWM's Managing Partner and is comprised of members across firm departments.

Impact Measurement & Analysis

DWM evaluates and monitors the social performance of our portfolio institutions using DWM's Social Impact Questionnaire and Scorecard (Social IQS). Social IQS is used to analyze institutions during the pre-investment due diligence process as well as on an annual basis post-investment. Social IQS is comprised of two components—a questionnaire and a scorecard—which quantitatively and qualitatively measure an institution's social performance and impact.

DWM developed the questionnaire by following industry standards to enable data comparison across funds. DWM mapped the indicators to the Impact Reporting and Investment Standards (IRIS), an initiative of the Global Impact Investing Network (GIIN).

Social IQS uses indicators to evaluate a financial institution's impact based on five key dimensions:

  • Client benefit and welfare
  • Outreach and targeting
  • Governance
  • Responsibility to community and staff
  • Environment
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DWM Social Impact Performance Report – 2014

DWM releases results of three years of data gathering and analysis of portfolio institutions under the DWM Social IQs approach to social impact performance measurement. Read PDF [1.5 MB].

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DWM Social Impact Performance Strategy – 2012

Download report [4.5 MB] to learn more about about our social impact measurement and performance strategy.