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.

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

A Critical Examination of Corporate Environmental and Social Impact Measurement and Valuation

Journal of Management Inquiry

Contribution on “(En)countering the Financialization of Impact Measurement.”

Read the paper

Monetary Impact Valuation for Sustainable Business

Nature Sustainability

Read the paper

Improving the Measurement of Social Impact of Market-Based Approaches

American Journal of Evaluation

Read the paper

Impact Investing: Measuring Household Results in Rural West Africa

ACRN Oxford Journal

Read the paper

Social Finance in North America

Global Social Policy (academic journal)

Read the paper

Impact Investing in Canada: Notes from the Field

Muttart Foundation

Read the paper

Additional publications are listed on the Projects and Publications page.

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

Impact measurement and management has now become more visible, more structured, and more widely used over the past decade. There is now more shared language, more infrastructure, and more practical guidance. At the same time, IMM can still feel unsettled: too many frameworks, too many overlapping expectations, and too many unresolved debates about what good practice actually looks like.

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.

DPhil Explorer Research profile on ResearchGate

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.