Investment options available through The ImpactAssets Donor Advised Fund include:
- ImpactAssets Managed Strategies: Our investment team leverages a global network of private debt and equity impact fund managers to structure these diversified portfolios addressing people and planet. These managed strategies have varying risk-return profiles and have been designed for different investment and grantmaking time horizons, risk appetites and liquidity profiles. If you do not select an allocation, your ImpactAssets Donor Advised Fund account contribution will be allocated to the Liquid Impact Portfolio. You may allocate to more than one managed strategy.
- Private Debt & Equity Impact Funds: Our investment team selects and completes full due diligence on third-party professionally managed funds that have private debt and/or equity stakes in impact enterprises, innovative nonprofits and microfinance institutions. Investment minimum applies.
- Client Recommended Investments: For donors who source and recommend their own investments in impact funds and social enterprises, we take care of the complexities. Our team handles investment execution, management and reporting. Investment minimum applies.
- Socially and Environmentally-Screened Mutual Funds: Self-select from a wide range of mutual funds and exchange traded funds (ETFs) across asset classes and social and environmental themes that have undergone full due diligence by our investment team.