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Investment Options

Our Philosophy

We believe that all investments have social and environmental impact in addition to financial impact. All the investment options offered by The ImpactAssets Donor Advised Fund are chosen for the opportunity to provide positive social and environmental returns, as well as the potential of financial return to preserve and grow your philanthropic capital.

  • ImpactAssets Impact Portfolios

    IDEAL FOR: Donors seeking the ease of a “turn-key” investment portfolio

    100% Impact Portfolios provide diversified access to world-class fund managers addressing social and environmental issues across asset classes.

  • Private Debt & Equity “Direct Impact” Investment Options

    IDEAL FOR: Donors seeking curated direct investments

    Directly invest into a rotating selection of professionally managed funds that enable you to support innovative mission-driven companies on the leading edge of impact investing.

  • Socially & Environmentally Screened Mutual Funds and Exchange Traded Funds

    IDEAL FOR: Donors seeking to build their own investment portfolio

    Self select from a wide range of mutual funds and exchange traded funds across asset classes and social and environmental themes.

  • Custom Investments

    IDEAL FOR: Donors seeking to be an “impact entrepreneur”

    Personalize your portfolio by sourcing and recommending direct investments into private mission-driven businesses, impact funds and nonprofit organizations.

    View Custom Investments Fact Sheet
    View Custom Investment Case Studies

    Interested in Custom Investments?

    Contact our Client Engagement team at engagement@impactassets.org or 855.482.2946.

Resources

Investment Committee

Questions?

We're happy to assist you! Contact us at engagement@impactassets.org or give us a call at 855.482.2946.

Spotlight On

Seth Goldman

TEAEO Emeritus at Honest Tea

Executive Chairman at Beyond Meat

Best-Selling Author

ImpactAssets Client

Read Seth's Impact Story

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