Social Performance Management

BlueOrchard’s award-winning Social Performance Management

Social Performance Management is a fundamental part of our day-to-day investment process and each investment decision. To systematically assess the social performance of each investee and identify potential for improvement, BlueOrchard has developed a proprietary tool; the Social Performance Impact Reporting & Intelligence Tool – SPIRIT.

SPIRIT – BlueOrchard’s proprietary SPM tool

As a pioneer in the evolving and growing field of impact investing, BlueOrchard leads best practice and constantly incorporates industry developments in our assessment process. SPIRIT assesses 7 key areas of social impact, aligned with the Universal Standards on Social Performance Management.



Social Performance Reports

Our annual Social Performance Report provides in-depth insights into our social performance activities and field examples of our social impact.


Access the reports
  • Social Performance Report 2017-2018
  • Social Performance Report 2015-2016
  • Social Performance Report 2014
  • Social Performance Report 2013

Promotion of Social Performance Management

BlueOrchard actively promotes social performance management and is a proud member, signatory or endorser of various industry key initiatives and networks:

Giin Principles for Responsible Investment Social Performance Task Force Smart Campaign