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  • February 2018
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Root Capital and the Efficient Impact Frontier

By: Shawn Cole and Caitlin Reimers Brumme
  • Format:Print
  • | Language:English
  • | Pages:13
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Abstract

In 2015 Root Capital, a pioneer in the impact investing space, began to explore how to more systematically integrate impact and financial management. After much deliberation, Root Capital landed on ex-ante rating system for any potential investment that produced a proprietary expected impact. With this tool in place, Root Capital had an integrated picture of impact and financial performance for a loan and across its portfolio. The next question Root capital faced was how to use this tool to optimize impact and financial performance going forward. This case was designed to be taught alongside Root Capital’s Efficient Impact Frontier Simulation exercise.

Keywords

Measurement and Metrics; Investment; Finance; Performance Efficiency; Boston

Citation

Cole, Shawn, and Caitlin Reimers Brumme. "Root Capital and the Efficient Impact Frontier." Harvard Business School Case 218-084, February 2018.
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About The Author

Shawn A. Cole

Finance
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Related Work

    • October 2018
    • Faculty Research

    Root Capital and the Efficient Impact Frontier

    By: Shawn A. Cole and Caitlin Reimers Brumme
    • August 2020
    • Faculty Research

    Mike McCreless- Root Capital

    By: Shawn A. Cole
Related Work
  • Root Capital and the Efficient Impact Frontier By: Shawn A. Cole and Caitlin Reimers Brumme
  • Mike McCreless- Root Capital By: Shawn A. Cole
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