Publications
& Insights

Resources created and curated to support the growth of impact investing, for those new to the field and for experienced practitioners.

ImpactAssets 50

This annually updated list is a gateway into the world of impact investing for investors and their financial advisors, offering an easy way to identify experienced impact investment firms and explore the landscape of potential investment options. The ImpactAssets 50 is intended to illustrate the breadth of impact investment fund managers operating today, though it is not a comprehensive list. These 50 firms have been selected to demonstrate a wide range of impact investing activities across geographies, sectors and asset classes.

LAUNCH THE IA 50

The ImpactAssets 50 is not an index or an investable platform; rather, it is an information resource to begin research on the impact investing sector.

The ImpactAssets 50 is focused on private debt and equity fund managers to provide a centralized source of information that is not publicly available elsewhere. However, investing for impact can be done across many asset classes and we encourage investors to make use of other resources (US SIF, The GIIN) in evaluating sustainable, responsible, impact investing options.

Review Criteria

The ImpactAssets 50 Review Committee selects firms according to a set of criteria developed to ensure that the list includes a diverse set of firms with experience in the field, scale in terms of AUM and investor base, commitment to impact and representing a range of approaches, asset classes and impact areas.

For inclusion in the ImpactAssets 50, a fund manager must:

Have 3+ years of experience as a firm in the impact investing field
Have at least $10 million in assets under management
Operate in
- More than one country
- In a country with significant population; and /or
- In a sizable region of the United States
Manage assets that are recoverable
Accept US investment
Have demonstrated financial capacity/oversight
Demonstrate significant commitment to social impact and track clear measures of social and/or environmental impact (GIIRS rating, use IRIS metrics, or other indicators to be determined)

For a more detailed discussion of how ImpactAssets evaluates impact in the selection of the ImpactAssets 50, please review the ImpactAssets Issue Brief: Assessing the Impact Capacity at the Firm Level.

2017-2018 Review Committee

Jed Emerson Chairman, IA 50 Review Committee Senior Fellow, ImpactAssets	Jennifer Kenning Senior Advisor, IA 50 Review Committee Managing Director, Align Impact	Fran Seegull Executive Director, U.S. Impact Investing Alliance, Ford Foundation
Stephanie Cohn Rupp Managing Director and Partner Tiedemann Wealth Management	Karl "Charly" Kleissner Co-Founder, Toniic Co-Founder, KL Felicitas	Liesel Pritzker Simmons Co-Founder & Principal, Blue Haven Initiative
Ian Simmons Co-Founder & Principal, Blue Haven Initiative	Kathy Leonard Vice President, Senior Portfolio Manager, UBS	Matthew Weatherley-White Managing Director, The CAPROCK Group

Best Practices in Impact Investing Reporting

As the field of impact investing grows, it is critical that the measurement and reporting of impact is thoughtful and rigorous. In addition to providing a gateway into impact investing for financial advisors and their clients, the ImpactAssets 50 also presents fund managers that are leaders in this rapidly growing field, and are paving the way through their investments as well as their impact reporting. We asked the IA 50 2013 fund managers to share the best practices and challenges that have emerged from their impact reporting:

Inclusion in the ImpactAssets 50

The application period to become an ImpactAssets 50 fund manager for 2019 will begin in October, 2018.

Ready for the next step?

Impact investments are investments made into organizations and funds that generate measurable social and environmental impact as well as financial returns.