Impact Reporting

– Outcomes Assessment

REPORTING: Operations Assessment | Outcomes Assessment Need help? reporting@rallyassets.com

OVERVIEW

This assessment concerns:(Required)

An investee within a fund (such as an underlying holding)

A portfolio of investments (fund or product level)

Investee Name(Required)

Fund the investment is held within(Required)

Start date of the reporting period for this assessment(Required)

End date of the reporting period for this assessment(Required)

Comments regarding the reporting period

How many main outcomes do you have to monitor impact performance of this investment?(Required)

Up to three. If you have more than three main outcomes and metrics you would like to report, let us know.

OUTCOMES

Impact investments intentionally aim to create positive change, often in several ways. We want information about the three main outcomes and metrics, you are working towards. Please fill in one section for each.

Main Outcome 1

We have three sections for three outcomes and metrics. Please provide data to each separately. Please add one outcome to each section.

The social or environmental outcome you seek to achieve(Required)

For example, improving access to affordable housing and quality of life

Main Impact Area(Required)

Choose one.

Status of the outcome(Required)

Metric: What is the output or outcome indicator?(Required)

For example, number of affordable houses financed

Level of outcome the experienced by the main stakeholder during the reporting period(Required)

Please provide the realized quantitative value here (for the metric above)

Baseline of the outcome experienced by the main stakeholder during the reporting period

What level of outcome was experienced by the main stakeholder prior to engaging with, or otherwise being affected by, you?

Level of the outcome estimated to be experienced by the main stakeholder per annum(Required)

Please provide the expected quantitative value here (for the metric above)

Baseline of the outcome

What level of outcome was experienced by the main stakeholder prior to engaging with, or otherwise being affected by, you?

Main Stakeholder(Required)

Who is your work aiming to positively impact primarily?

Specific Target Population(Required)

You can choose more than one.

Other Specific Target Population(Required)

Please provide details if you select Other for specific target population.

Geography of the stakeholder(Required)

Global

Canada

Other

Other country

Please provide details if you select Other for geography.

Geographic target province/territories(Required)

Only for Canada.

Expected duration of the outcome (years)

How long the outcome will continue to occur?

Have you identified the relevant SDGs?(Required)

Which SDG(s) is this specific metric aligned to?(Required)

You can choose more than one SDG.

Have you identified the relevant SDG targets and indicators?(Required)

For each SDG, there are multiple SDG targets and indicators. Full list is available here: https://unstats.un.org/sdgs/indicators/indicators-list/

Main Outcome 2

We have three sections for three outcomes and metrics. Please provide data to each separately.

The social or environmental outcome you seek to achieve(Required)

For example, reducing emissions and achieving energy efficiency

Main Impact Area(Required)

Choose one.

Status of the outcome(Required)

Metric: What is the output or outcome indicator?(Required)

For example, CO2eq emissions avoided (in metric tonnes)

Level of the outcome experienced by the main stakeholder during the reporting period(Required)

Please provide the realized quantitative value here (for the metric above)

Baseline of the outcome experienced by the main stakeholder during the reporting period

What level of outcome was experienced by the main stakeholder prior to engaging with, or otherwise being affected by, you?

Level of the outcome estimated to be experienced by the main stakeholder per annum(Required)

Please provide the expected quantitative value here (for the metric above)

Baseline of the outcome

What level of outcome was experienced by the main stakeholder prior to engaging with, or otherwise being affected by, you?

Main Stakeholder(Required)

Who is your work aiming to positively impact primarily?

Specific Target Population(Required)

You can choose more than one.

Other Specific Target Population(Required)

Please provide details if you select Other for specific target population.

Geography of the stakeholder(Required)

Global

Canada

Other

If other(Required)

Country or region

Geographic target province/territories(Required)

Only for Canada.

Expected duration of the outcome (years)

How long the outcome will continue to occur?

Have you identified the relevant SDGs?(Required)

Which SDG(s) is this specific metric aligned to?(Required)

You can choose more than one SDG.

Have you identified the relevant SDG targets and indicators?(Required)

For each SDG, there are multiple SDG targets and indicators. Full list is available here: https://unstats.un.org/sdgs/indicators/indicators-list/

Main Outcome 3

We have three sections for three outcomes and metrics. Please provide data to each separately.

The social or environmental outcome you seek to achieve(Required)

For example, diversifying social finance market by supporting women entrepreneurs

Main Impact Area(Required)

Choose one.

Status of the outcome(Required)

Metric: What is the output or outcome indicator?(Required)

For example, volume of investment (in CAD) dedicated to women founders

Level of the outcome experienced by the main stake holder during the reporting period(Required)

Please provide the realized quantitative value here (for the metric above)

Baseline of the outcome experienced by the main stakeholder during the reporting period

What level of outcome was experienced by the main stakeholder prior to engaging with, or otherwise being affected by, you?

Level of the outcome estimated to be experienced by the main stakeholder per annum(Required)

Please provide the expected quantitative value here (for the metric above).

Baseline of the outcome

What level of outcome was experienced by the main stakeholder prior to engaging with, or otherwise being affected by, you?

Main Stakeholder(Required)

Who is your work aiming to positively impact primarily?

Specific Target Population(Required)

You can choose more than one.

Other Specific Target Population(Required)

Please provide details if you select Other for specific target population.

Geography of the stakeholder(Required)

Global

Canada

Other

If other(Required)

Country or region

Geographic target province/territories(Required)

Only for Canada.

Expected duration of the outcome (years)

Have you identified the relevant SDGs?(Required)

Which SDG(s) is this specific metric aligned to?(Required)

You can choose more than one SDG.

Have you identified the relevant SDG targets and indicators?(Required)

For each SDG, there are multiple SDG targets and indicators. Full list is available here: https://unstats.un.org/sdgs/indicators/indicators-list/

OTHER INFORMATION

Email(Required)

General Comments

Phone

This field is for validation purposes and should be left unchanged.