How to Be an Effective Impact Investor part II

Core Subject: Sustainable finance

Difficulty: Foundational

Length: Approximately 2-3 hours


  • – Self-guided course
  • – Readings
  • – Assessments
  • – IIX Institute digital credential

Course Access Period: 90 days

Price: $35

Group rates available. Contact for more info.


Once an investor has finished the first planning and preparatory phase in the impact investment process, what comes next? What are some of the key considerations when investing? What are the best practices for managing impact investments and exits? And most importantly, how do you invest while balancing risk, return, and impact? Part II of the course series explores the key considerations when executing your impact investing strategy and understanding how to maximize your effectiveness as an impact investor. By the end of the course series, you will be better prepared to seize the opportunities that impact investing presents.

This is Part II of a two-part series designed to guide new impact investors through the impact investment process. Take the Part I of the course series here. 

Learning objectives

  • – Learn how to execute an impact investing plan – from evaluating impact enterprises to identifying critical clauses in term sheets
  • – Understand how to manage risks and growth of an investment
  • – Walk through a real case example and explore other aspects to being an effective ecosystem player beyond the financial components

Who should enroll?

  • – Investors – including institutional investors, family offices, foundations – that manage asset allocation, investment strategy, risk and operations
  • – Finance professionals interested in generating deep and sustainable impact through investments and gaining actionable insights into the impact investment process
  • – Consultants or intermediaries who want to deepen their understanding of sustainable investing in practice



Learn from the most recognized innovators in the space


Jumpstart your career in sustainability and discover new answers to old problems

self-guided course

Learn anytime, anywhere with unimitated access for 90 days

IIX Institute
digital credential

Earn a verified digital credential from the IIX Institute that can be used as evidence of knowledge acquired


[om_click_icon_box icon_fontawesome=”fa fa-desktop” title=”Lecture Videos”]Take part in self-guided, on-demand courses[/om_click_icon_box]
[om_click_icon_box icon_fontawesome=”fa fa-book” title=”Readings”]Supplementary reading material to broaden your understanding[/om_click_icon_box]
[om_click_icon_box icon_fontawesome=”fa fa-pencil” title=”Assessment”]Modules quizzes and a final assessment to evaluate your learning journey[/om_click_icon_box]


   Module 1: Making Your Investment

       Module 2: Managing Your Investment

       Module 3: Case Study: Krakakoa


Bennett Wong

Director of Impact Partners, Impact Investment Exchange (IIX)

Bennett leads the Impact Partners private placement platform and works with enterprises through technical assistance to advise on capital raising. Before joining IIX, he spent 4 years with the Lloyds of London insurance market underwriting trade and political risk, and 6 years structuring commodity trade financing loans with various banks including the Australia and New Zealand Banking Group. Bennett has also published in peer-reviewed journals, having spent 2 years as a visiting researcher with the Asia Pacific Centre for Environmental Law at the National University of Singapore researching food security in Southeast Asia. Bennett holds a Masters in Finance from the Singapore Management University, and a BA (Hons I) in Anthropology from Sydney University. He is currently pursuing a Masters in Environmental Management at the National University of Singapore.


How can I make a payment?

Payments can be made online at IIX Institute using Stripe. If you would prefer to pay using other methods (e.g., bank transfer, PayPal, cheque) please contact All payments must be received in full prior to accessing the course.

I am unable to make the full payment. Can I pay by installments?

Should you have difficulties making the full payment upfront, please contact the program coordinator at Exceptions may be made on a case-by-case basis.

How long can I access the course for?

You can access all course content for 90 days from the date of purchase. If you do not complete the course in that period, contact our team at for extensions.

How do I get the IIX Institute digital credential for this online course?

Upon passing the final assessment (minimum score 70%), you will receive a digital credential from the IIX Institute.


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