Our Methodology

Drawing on our Technical Advisory Board of world-class climate scientists, we have developed a proprietary methodology for selecting and assessing the most effective climate not-for-profits.

The technical advisory board

These experts oversee selection and assessment of our Portfolio alongside our Trustees. They are leading authorities in agriculture, land-use, forestry, atmospheric physics and not-for-profit selection.

Prof Joanna Haigh CBE (Chair)

Professor Yadvinder Malhi CBE

Dr Mamta Mehra

Professor Rosalind Rickaby

Selection and assessment

Our Due Diligence Committee – comprised of our Trustees and Technical Advisory Board – seeks a diversity of solutions, activities, beneficiaries and geographies for the Global Returns Portfolio.

After passing a series of governance and sizing gates, organisations considered for the Portfolio are assessed according to their impact, scalability, networks and co-benefits. Only the highest scoring organisations are admitted into the Portfolio.

Once included in the Portfolio, an organisation can be expected to remain for several years, but we continue to monitor them using these criteria. Underperforming organisations may be replaced.

Download Our Methodology


Those who contribute to the Global Returns Portfolio receive detailed six-monthly impact reports. We measure the Portfolio’s six-monthly performance using two key metrics:

The Global Returns Rate

The Global Returns Rate (GRR) is a measure of the non-financial Global Returns that our Portfolio produces over a six-month period. Drawing on our team of experts, we assess each Portfolio Partner using a carefully researched scoring matrix. We adjust the average score by the Portfolio Diversity to produce the final GRR figure.

Portfolio Diversity

Portfolio Diversity measures the total range of activities carried out by our Portfolio Partners as a percentage of the universe of potential areas of intervention. This figure is a measure of the breadth of activities being carried out by the Portfolio as well as its overall diversity.

Latest Impact Report View Portfolio