Available to ImpactAssets Donor Advised Fund account holders, the ImpactAssets Investment Platform offers a diverse set of investment options selected for demonstrated impact and financial performance. Expertly curated, the Platform features fully-vetted impact investment options spanning a wide range of asset classes, structures, impact themes and risk profiles. The Platform includes:
ImpactAssets Thematic Impact Funds
Proprietary funds that invest in private funds and companies addressing a specific thematic issue, including climate change, racial equity, gender equality and community investment. These funds are designed to move dollars into underfunded sectors that are critical to advancing solutions in their specific issue areas, while also offering clients liquidity and competitive returns. Investment minimums may apply.
Model Impact Portfolios
Proprietary blended strategies that are actively managed for impact, performance and liquidity. ImpactAssets applies institutional-caliber rigor to both impact and investment criteria to select world-class investment options addressing social and environmental challenges. These impact portfolios are constructed to meet various investment objectives and impact goals, and are designed for clients with different risk appetites, time horizons, return expectations and liquidity needs.
Private Impact Opportunities
A fully-vetted selection of third party, professionally managed impact funds that bring an innovative approach to addressing some of the world’s greatest challenges. Investment minimums apply.
A selection of socially and environmentally-screened mutual funds and ETFs