Toniic Impact Portfolio Tool

The Toniic Impact Portfolio Tool is an Excel-based tool that enables impact investors to document the interrelationships between asset classes and the impact of a portfolio of investments. This easy-to-use tool allows an investor to classify every underlying investment by its intended impact, as well as other variables that investors take into consideration when designing their portfolios — such as liquidity, expected returns, geography, management structures, and more. One output of the tool are visual representations of the individual investor portfolios.