products & services
Investment Solutions
Impact Investment Platform
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
Economic Opportunity
Climate Solutions
Health & Wellness
Education
Financial Inclusion
Poverty Alleviation
Energy Access
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 460+ 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 $1B+ 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
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
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 270 investments in 2024—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.
With over $1 billion 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.
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 460 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.
Managing a meaningful impact investing portfolio is complex and time consuming. Let the ImpactAssets team do the heavy lifting so that you can focus on your mission. Through a variety of account types, ImpactAssets can take over the administrative work, from corporate actions and capital calls to impact and financial reporting.
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 granting and investing expertise and the power of impact investing to address the urgent needs of worthy causes.
Charitable Funds
ImpactAssets Wildfire Resilience Charitable Fund
ImpactAssets Stop the Spread Charitable Fund
ImpactAssets Disaster and Crisis Relief and Recovery
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.
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.)
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.
To cater to every organizations’ unique objectives, ImpactAssets offers the following additional account types for charitable organizations:
- Agency Fund
- Recoverable Grant Account
- Program Related Investment (PRI) Account
- And more
A Pooled Donor Fund aggregates charitable dollars from multiple donors into one common fund. A Pooled Donor Fund at ImpactAssets enables organizations, individuals, and fund managers to invest in impactful funds and companies on behalf of multiple donors, while leaving the administration to us.