Investment Platform and Services
You can log in to your account through DonorWeb to view and change your current allocation settings at any time. Please note that your account uses three di...
Fri, Jun 4, 2021 at 4:54 PM
With the ImpactAssets Investment platform, you can mix and match investments to build a diversified portfolio that meets your financial goals while supporti...
Thu, Sep 19, 2024 at 7:06 PM
ImpactAssets clients can recommend investments into private companies, funds and other enterprises that aim to solve social or environmental challenges whil...
Thu, Sep 19, 2024 at 6:56 PM
The first step is for the client to fill out an online recommendation form. From there, ImpactAssets' investment team will review and reach out to you r...
Tue, Feb 8, 2022 at 7:16 PM
Private Impact Opportunities are third party, professionally managed impact funds that our investment team has conducted full due diligence on. These funds ...
Thu, Sep 19, 2024 at 5:33 PM
Clients and advisors listed on the account will have access to our quarterly performance reports that include both financial and impact performance for mode...
Thu, Sep 19, 2024 at 6:39 PM
There are two ways to select investments through your ImpactAssets Donor Advised Fund account: investment allocations and investment recommendations. Inv...
Fri, Sep 15, 2023 at 11:27 AM
Available to ImpactAssets Donor Advised Fund account holders, the ImpactAssets Investment Platform offers a diverse set of investment options selected for d...
Thu, Sep 19, 2024 at 5:06 PM
Investment options available through the ImpactAssets Investment Platform have been selected by ImpactAssets based on demonstrated impact and financial perf...
Thu, Sep 19, 2024 at 5:24 PM
Beginning on Day 1 of opening your ImpactAssets Donor Advised Fund account, you are able to allocate your funds to any of ImpactAssets’ model impact portfol...
Thu, Sep 19, 2024 at 5:29 PM