Impact IRR: Leveraging Modern Portfolio Theory to Define Impact Investments

Fuente: arXiv
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Autore principale: Soliman, Daniel
Natura: Preprint
Pubblicazione: 2025
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author Soliman, Daniel
author_facet Soliman, Daniel
contents The impact investment market has an estimated value of almost $1.6 trillion. Significant progress has been made in determining the financial returns of impact investing. Investors are still, however, in the early stages of determining impact return. In this study, the author proposes the use of impact internal rate of return (impact IRR) to evaluate and monitor impact investments. This approach, which utilizes components of modern portfolio theory, adapted financial tools, and existing datasets, is demonstrated herein through initial use cases and examples showing how it can be employed to optimize impact.
format Preprint
id arxiv_https___arxiv_org_abs_2509_22600
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Impact IRR: Leveraging Modern Portfolio Theory to Define Impact Investments
Soliman, Daniel
General Finance
General Economics
Economics
Portfolio Management
The impact investment market has an estimated value of almost $1.6 trillion. Significant progress has been made in determining the financial returns of impact investing. Investors are still, however, in the early stages of determining impact return. In this study, the author proposes the use of impact internal rate of return (impact IRR) to evaluate and monitor impact investments. This approach, which utilizes components of modern portfolio theory, adapted financial tools, and existing datasets, is demonstrated herein through initial use cases and examples showing how it can be employed to optimize impact.
title Impact IRR: Leveraging Modern Portfolio Theory to Define Impact Investments
topic General Finance
General Economics
Economics
Portfolio Management
url https://arxiv.org/abs/2509.22600