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Portfolio and fund-level evaluation

Portfolios range from a collection of projects or grants that are loosely focused on the same issue area to a highly coordinated set of plans that operate seamlessly. Portfolio managers want to understand how the different parts add up to a greater goal. We have evaluated portfolios for a diverse range of clients and refined an approach that delivers insights for managers.

Use the filters below to explore our work on portfolio and fund-level evaluation.

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Showing 1 - 16 of 110 results
Report

Evaluating the impact of a hydroelectric power investment in the Democratic Republic of the Congo

This report explores the impact of British International Investment's (BIIs) funding in Virunga Energies’ hydroelectric...

Project

Evaluating the impact of nature-based solutions

We are supporting the Global Environment Facility (GEF) to understand the impact of nature-based solutions (NbS) in achieving...

Project

Evaluating the Ocean Community Empowerment and Nature (OCEAN) Grants Programme

The OCEAN programme supports community-led marine initiatives, aiming to place the ocean on a path to recovery and enabling...

Blog

Practical guidance for portfolio-level monitoring, evaluation and learning

Portfolio-level MEL requires a different approach to project-level MEL. Our recent work with the Norwegian Agency for...

Report

Evaluation of Norad’s use of knowledge in portfolio management

This report and learning brief draw on Itad's 2024 evaluation of ‘The Norwegian Aid Administration’s approach to knowledge...

Report

Strengthening AMR surveillance: Stories of national progress in Africa and Asia

Stories of change from Malawi, Nepal, Timor-Leste and Kenya, illustrating some of the tangible differences taking place in...

Image of a powerplant
Project

Expert advisory services on climate measurement, evaluation and learning

We are providing technical support to The Rockefeller Foundation in implementing global best practices in measurement,...

Impact story

Helping the UK Government tackle the global antimicrobial emergency

Our long-term evaluation of the UK Government’s flagship Fleming Fund has informed strategic shifts relating to data use and...

Report

Drivers of impact in research and innovation for development

Our Global Challenges Research (GCFR) evaluation survey highlights four important drivers of impact in research and innovation...

Report

Promoting impact in research and innovation

How can management structures and implementation processes increase innovation and impact for development? Download the...

Project

Evaluation of the Global Challenges Research Fund

We are assessing how successfully the Global Challenges Research Fund is achieving its aims, delivering impact and achieving...

Project

Maximising the effectiveness of Defra programming

We are providing monitoring, evaluation and learning services for Defra’s international programming covering climate change,...

Project

Shaping the UN Girl’s Education Initiative 2023-27

Itad supported the United Nations Girls' Education Initiative to develop and design their 2023-27 portfolio.

Project

Supporting USAID’s Localize Global Health Security project

We are providing monitoring, evaluation and learning services to the five-year initiative, which aims to improve local...

Project

Strengthening monitoring, evaluation and learning services for CSSF South Asia

We are supporting evidence generation and learning for programme design and adaptive programme management for the UK...

Project

Evaluation of UBS-Optimus’ Health Strategy and Development of a New Strategic Direction

We evaluated UBS-Optimus’ achievements, impact trajectory, and contribution to saving children's lives through its health...