Who We Are

The ImpactAssets team brings several decades of experience in impact investing, innovative financial services, philanthropy and wealth management.

Karl “Charly” Kleissner, Ph.D.

Dr. Charly Kleissner is an impact investor. He believes that the deeper meaning of wealth is to make a positive contribution to humanity and the planet. He insists that the best impact investments integrate financial return and social/environmental impact. And he argues that Modern Portfolio Theory has to be re-conceptualized to seamlessly integrate positive impact into a Total Portfolio Theory. He sees impact investing not as an intellectual exercise, but as an expression of who he really is.

Dr. Kleissner co-founded KL Felicitas Foundation (www.klfelicitasfoundation.org), and Social-Impact International (www.social-impact.org), which help social entrepreneurs worldwide to accelerate and increase their impact. KL Felicitas Foundation recently demonstrated, that impact investors can construct a 100% Impact Portfolio and achieve competitive financial returns. Dr. Kleissner co-founded Toniic (www.toniic.com), and the ‘100% Impact Network’, global networks for impact investors.

Dr. Kleissner serves on the Advisory Board of the Global Hub Company (www.the-hub.net), and as Chairman of the Board at ImpactAssets (www.impactassets.org).

Dr. Kleissner has over twenty years of experience as a senior technology executive in Silicon Valley companies like NeXT and Ariba. Dr. Kleissner earned his M.S. and Ph.D. in Computer Science from the University of Technology, Vienna.