Select a “Turn-Key” Portfolio
with ImpactAssets Impact Portfolios
IDEAL FOR: Donors seeking the ease of a “turn-key” portfolio
100% Impact Portfolios provide diversified access to world-class fund managers addressing social and environmental issues across asset classes. These four portfolios have been designed for different investment and grantmaking time horizons, risk appetites and liquidity profiles. You may allocate to one or more portfolios.
Portfolios with a shorter time horizon feature liquid fixed income funds that prioritize capital preservation objectives. Portfolios with longer time horizons feature a greater percentage of public equities and private debt and equity, seeking the potential for greater risk and return.
View Impact Portfolios Overview
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Portfolio Options |
Investment Horizon |
Description |
|---|---|---|
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0-12 months |
Cash equivalents and short-term fixed income |
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1-3 years |
U.S. short-term bonds and higher yielding private debt. |
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3-5 years |
Balanced portfolio of global stocks, bonds and private debt. |
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5-7 years |
Diversified investment portfolio of global, stocks, bonds and private debt and equity. |
Build Your Own Portfolio
with Socially and Environmentally Screened Mutual Funds & 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. You can mix and match investments into a diversified portfolio to meet the financial goals for your philanthropic capital, while supporting the issues and causes that mean the most to you.
Equity
International Equity
Fixed Income
Thematic
All mutual funds are offered at Institutional Class Shares, representing lower pricing.
Invest in Low-Income Communities and Women
Target your impact into low-income community investing and initiatives that empower women on a worldwide scale.
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Investment Options |
Investment Horizon |
Description |
|---|---|---|
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1-3 years |
A professionally managed portfolio that invests in fund managers addressing issues related to community development including affordable housing, financial inclusion, small business funding, sustainable agriculture and fair trade. |
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Calvert Impact Capital Women Investing in Women Initiative (WIN-WIN) |
0-12 months |
The WIN-WIN initiative targets investments in organizations that develop and market clean technologies and energy solutions to women in the developing world, sectors that create outsized impact on women’s health. To learn more about WIN-WIN, visit Calvert Impact Capital’s site. |
Make A Direct Impact
with Private Debt & Equity “Direct Impact” Investments
IDEAL FOR: Donors seeking curated direct investments
The following private debt & equity options enable you to directly invest into innovative mission driven companies on the leading edge of impact investing.
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Investment Options |
Investment Horizon |
Description |
|---|---|---|
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5-7 Years |
A rotating selection of professionally managed funds that seek to generate significant social and environmental impact. ImpactAssets clients are able to access these funds at lower minimums. |
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5-7 Years |
Through the Seed Ventures Platform, donors can recommend investments of as little as $2,500 to seed-stage impact ventures looking for capital to start or grow their businesses. There are currently no SVP investment options available. Please check back for more updates. |
Design Your Own Impact
with Custom Investments
IDEAL FOR: Donors seeking to be an “impact entrepreneur”
We know that impact is personal. With the Custom Investments option, you can identify private impact investments that matter most to you.
Interested in Custom Investments?
Contact Sally Boulter, Senior Officer, Client Experience at 240.205.6499.
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Investment Options |
Investment Horizon |
Description |
|---|---|---|
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5-7 Years |
Donors can source and recommend direct investments into private mission-driven businesses, impact funds and nonprofit organizations that are committed to measuring and reporting on their financial returns as well as social and environmental impact. |
Spotlight On
Seth Goldman
TEAEO Emeritus at Honest Tea
Executive Chairman at Beyond Meat
Best-Selling Author
ImpactAssets Client