Products And Services - ImpactAssets

ImpactAssets’ Impact Investment Platform features a wide selection of fully vetted impact investment options across public and private markets, debt and equity, liquid and illiquid. Together with our clients, we’ve demonstrated that investors do not have to give up returns or take outsized risk to invest with impact. Our platform features a range of investments that address the world’s greatest challenges, geared to serve every kind of investment style—from market-rate to concessionary.

Impact Themes

Climate Solutions

Racial Equity

Gender Equality

Health & Wellness

Education

Reducing Inequalities

Poverty Alleviation

And more

Investment Vehicles

Private Funds

Private Companies

Public Markets: Mutual Funds, ETFs, Single stocks

Recoverable Grants

Program Related Investments (PRIs)

Investment Types

Venture Capital

Private Equity

Private Debt

Small Business Lending

Microfinance

Project Finance

Cash Equivalents

Emerging Markets

International Investing

Investment Objectives

Market Rate

Concessionary

Impactful Cash

Capital Preservation

Moderate Growth

Aggressive Growth

And more

ImpactAssets Managed Strategies and Portfolios

Accelerate your impact on the issues you care about.

Drawing on a collective 200 years of investment experience, the ImpactAssets Investment Team specializes in expert analysis of big systemic challenges and the construction of a portfolio of investments to activate positive change. Our team manages $820M in proprietary strategies—drawing from opportunities in public and private investments, debt and equity, funds and companies—to move the needle on each major impact theme.

Thematic Strategies

Climate Solutions Fund

Racial Equity Fund

Gender Equality Fund

Community Investment Strategy

COVID Response - Stop the Spread Fund

Business and Community Resilience Fund

Preserve the Progress Fund

And more

Balanced Portfolios

Liquid Impact Portfolio (cash management)

Conservative Impact Portfolio

Moderate Impact Portfolio

Aggressive Growth Impact Portfolio

Customized Investment Services

Client Recommended Investments
Fulfill your purpose with impact investments recommended by you.

Every donor advised fund allows you to recommend grants. The ImpactAssets Donor Advised Fund also allows you to recommend your own impact investments in funds and companies in addition to grants. This popular feature resulted in more than 213 investments in 2020—the equivalent of one investment every business day. Our seamless process can take as little as two weeks and we work hard to find creative solutions for even the most complex recommendations.

Custom Portfolios
An impact portfolio defined by your passion and purpose, built with our expertise.

With over $820 million in managed strategies, we have the relationships and the experience to expertly manage even the most complex impact investing portfolios. Whether you have an impact investing strategy or are looking to create one, ImpactAssets is your partner for strategy, execution and portfolio management. We flex to meet your needs, handling the whole process or just the areas where you need help.

Due Diligence Services
Rigorous, institutional-level due diligence, aimed at your impact and investment priorities.

Hear a compelling pitch but don't know how to vet it? Seeing more investments than your investment team can handle? The ImpactAssets investment team draws on more than 200 years of collective experience to rigorously and swiftly evaluate opportunities. We plug in as an extension of your team to vet an investment’s efficacy—utilizing industry best practices (IMP and IRIS + and our proprietary Quattro scoring system) tailored to meet your impact and investment standards and priorities.

Back-office Administration
All of the impact, none of the busy work.

Philanthropic
Solutions

ImpactAssets Charitable Funds

Addressing the causes you care about with the amplifying power of impact investing.

The ImpactAssets Charitable Funds tackle complex issues by harnessing our deep expertise and the power of impact investing to address the urgent needs of worthy causes including climate solutions, racial equity, gender equality and more.

Charitable Funds

ImpactAssets Wildfire Resilience Charitable Fund

ImpactAssets Racial Equity and Economic Opportunity Charitable Fund

ImpactAssets Stop the Spread Charitable Fund

ImpactAssets Preserve the Progress Charitable Fund

ImpactAssets Business and Community Resilience Charitable Fund

Philanthropic Account Options

While we are best known for the ImpactAssets Donor Advised Fund, we provide other account types to support all of your philanthropy and impact investing needs.

ImpactAssets Donor Advised Fund
A full-service philanthropic and impact investing account

The ImpactAssets Donor Advised Fund is an innovative donor advised fund that empowers you to maximize your social and environmental impact by aligning impact investments with your philanthropic goals. Dedicated to impact investing, The ImpactAssets Donor Advised Fund enables donors to recommend impact investments as well as grants. Select investments from our robust Impact Investing Platform or recommend your own investment ideas in impactful funds and companies. We also support complex grantmaking, including international grants and Expenditure Responsibility Grants (grants to impactful for-profits and projects.)

Supporting Organizations
An elegant alternative to running your own foundation

A supporting organization is a separate entity under the ImpactAssets umbrella that offers all the simplicity and robustness of the ImpactAssets Donor Advised Fund, with some of the attributes of a private family or corporate foundation. For accounts of $10M or more, Supporting Organizations are a cost-effective and low-administration way to run family or corporate philanthropy. ImpactAssets handles all filings and administration and works with the donor to establish a fully custom and independent impact investment and grantmaking entity.

Other Account Types for Foundations and Community Foundations
Even more ways to organize for maximum impact

Pooled Donor Funds
Enabling a community of donors to rally behind a trusted change maker

Have questions? We’re ready to help.

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