ImpactAssets
ImpactAssets is a financial services firm managing over $3 billion in assets, offering a range of impact investing and philanthropic solutions, including donor advised funds and thematic impact funds targeting climate, racial equity, and gender equality.
Services
ImpactAssets offers a diverse array of services designed to support impactful philanthropy and investment. These include the ImpactAssets Donor Advised Fund, a flexible platform for managing charitable giving; the Impact Investment Platform, which features a wide selection of vetted investment options; and Philanthropic Solutions tailored to meet specific giving goals. The company manages customized investment services, client recommended investments, and custom portfolios for accounts over $10 million. Additionally, ImpactAssets provides due diligence services that evaluate investment opportunities and complex grantmaking, including international grants and Expenditure Responsibility Grants. Back-office administration services are also available for managing impact investing portfolios.
Products
ImpactAssets offers a range of products to support impactful investing and philanthropy. Key products include the ImpactAssets Donor Advised Fund and various philanthropic account types such as Agency Fund, Recoverable Grant Account, and Program Related Investment (PRI) Account. The proprietary Impact Investment Platform provides vetted investment options across public and private markets. The company launched three thematic impact funds in 2023 targeting climate solutions, racial equity, and gender equality. In 2022, ImpactAssets Capital Partners was introduced to partner with institutional investors for impactful investments. The company also offers balanced portfolios like Liquid Impact Portfolio, Conservative Impact Portfolio, Moderate Impact Portfolio, and Aggressive Growth Impact Portfolio.
Impact Themes
ImpactAssets focuses on key impact themes that align with global needs and priorities. These include climate solutions, racial equity, gender equality, health and wellness, education, reducing inequalities, and poverty alleviation. The company's proprietary Impact Investment Platform offers investment options that support these themes, ensuring that client investments contribute to meaningful social and environmental outcomes.
Investment Vehicles and Types
ImpactAssets provides a variety of investment vehicles and types to cater to different investor needs and objectives. Investment vehicles include private funds, private companies, public markets, recoverable grants, and program-related investments. Investment types encompass venture capital, private equity, private debt, small business lending, microfinance, project finance, and cash equivalents. This wide range allows investors to choose investments that align with their risk tolerance and impact goals, from market rate and concessionary returns to impactful cash, capital preservation, moderate growth, and aggressive growth objectives.
Account Options
ImpactAssets offers multiple account options designed to facilitate effective charitable giving and impact investing. These include the ImpactAssets Donor Advised Fund, customized investment services for large accounts, and various types of philanthropic accounts such as Agency Fund, Recoverable Grant Account, and Program Related Investment (PRI) Account. Additionally, pooled donor funds are available to aggregate charitable contributions from multiple donors into a single common fund. These options provide flexibility and support for both individuals and organizations seeking to maximize their social impact.