Operating Principles for Impact Management - Disclosure
BIO is a signatory to the Operating Principles for Impact Management. These provide a reference point against which the impact management systems of funds and institutions may be assessed. They draw on emerging best practices from a range of asset managers, asset owners, asset allocators, and development finance institutions.
The Impact Principles
- Define strategic impact objective(s), consistent with the investment strategy.
- Manage strategic impact on a portfolio basis.
- Establish the Manager's contribution to the achievement of impact.
- Assess the expected impact of each investment, based on a systematic approach.
- Assess, address, monitor, and manage potential negative impacts of each investment.
- Monitor the progress of each investment in achieving impact against expectations and respond appropriately.
- Conduct exits considering the effect on sustained impact.
- Review, document and improve decisions and processes based on the achievement of impact and lessons learned.
- Publicly disclose alignment with the Impact Principles and provide regular independent verification of the alignment.
2023 Disclosure
The total assets managed in alignment with the Impact Principles equal to EUR 1,112 million, as of December 30, 2023.
2022 Disclosure
The total assets managed in alignment with the Impact Principles equal to EUR 1,112 million, as of December 30, 2022.
2021 Disclosure
The Disclosure Statement applies to all assets under BIO management. The total assets managed in alignment with the Impact Principles equal EUR 1,106 million, as of December 30, 2021.
2020 Disclosure
On December 31, 2020, the total assets managed in alignment with the Impact Principles equalled EUR 1,052 million.
2019 Disclosure
On December 31, 2019, the total assets managed in alignment with the Impact Principles equalled EUR 1,016 million.