Research and Resources

My research focuses on impact measurement and management — how the field emerged, why it looks the way it does, and what questions it now faces. I have also compiled frameworks, tools, and resources that I use and teach.

Frameworks & Tools

A layered set of resources I have developed or contributed to — for investors, ventures, and foundations.

How-to Guide

Impact Investing Handbook

Handbook by Rockefeller Philanthropy Advisors that provides detailed yet practical end-to-end guidance for asset owners on impact investing strategy, implementation, IMM, and governance. I co-authored chapters 3 (on theory of change) and 5 (on IMM).

Read the handbook
Field Review

Accelerating Impact: Achievements, Challenges & What’s Next

A comprehensive review of the formative phase of the impact investment industry — tracking achievements, surfacing challenges, and identifying priorities for building the field.

Read the report

Research and academic publications

Additional publications are listed on the Projects and Publications page and on ResearchGate.

Webinars, Presentations & Videos

Recent webinars and recordings on impact measurement, systems thinking, and family office practice — each opens on YouTube.

The Emergence and Evolution of IMM

I pursued my doctorate part-time — an opportunity to bring together academic rigour and sustained inquiry to questions I was encountering in practice, but also to step beyond the immediate demands of the work and examine the field more carefully.

My doctoral research examined the emergence and evolution of IMM between 2011 and 2021 through interviews with investors, field-builders, standard-setters, policymakers, practitioners, and others, combined with analysis of the field’s documents and institutional infrastructure. This four-part series draws out key aspects of the findings and implications.

Ideas & Experiments

Alongside advisory, teaching, and formal research, I build sites and resources that make ideas more accessible — experiments in how to organise knowledge and invite people into the work.

Additional resources on financing and measuring impact

Designing your approach

Foundational frameworks and entry points for building an IMM approach.

Strengthening your practice

For practitioners deepening and refining their existing IMM work.

Building a career in IMM

Courses, communities, and resources for upskilling and working in IMM.