Impact Reporting for Impact Investing: State of the Art Portfolio Analysis


Hear from Bruno Bertocci, UBS Asset Management, about the $2 billion mandate handed to him and his team by PGGM (the giant Dutch Pension fund) to develop a portfolio overlay that, on an individual security basis, provides an impact report that then rolls up into an aggregate portfolio impact report. 

Bruno's team at UBS has teamed up with CUNY and Harvard School of Public Health to work on this groundbreaking project. He will bring the tools he has developed to an interactive discussion about how you can bring this thinking to your impact measurement and reporting, whether you are at the earliest planning stages or well on your way.


Bruno Bertocci is the Team Head of the Sustainable Investors team at UBS Asset Management. He is the lead Portfolio Manager of the Global Sustainable Equity Portfolio and the Global Sustainable Impact Equity Portfolio. He leads the cross-divisional sustainability marketing strategy effort and is a member of the UBS Sustainability Council. He is based in Chicago. Bruno has worked on the Sustainable Investors team and its distinctive approach and strategies since its transition from negative screening to positive screening at the end of 2007, becoming lead Portfolio Manager of the Global Sustainable Portfolio at the end of 2007. 

Program Designed for

All those with an interest in using impact reporting tools to advance their investment strategies and social change. We respectfully request that attendees refrain from engaging in fundraising and other development activities at this event. 

Continental breakfast will be provided.



$0, SDIIN and San Diego Grantmakers members
$55, all others

July 25, 2017 at 8:30am - 10am
600 W Broadway
San Diego, CA 92101
United States
Google map and directions
Megan Thomas · · 858-875-3332

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