Investment Servicing

How can I change my current investment allocation?
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
How can I build my own portfolio?
With ImpactAssets' Impact Investment platform, you can mix and match investments to build a diversified portfolio that meets your financial goals while...
Fri, Jun 4, 2021 at 6:36 PM
What are client recommended investments, and how do they work?
ImpactAssets clients can recommend investments into private companies, funds and other enterprises that aim to solve social or environmental challenges whil...
Wed, Sep 29, 2021 at 6:05 PM
What does the client recommended investment process look like?
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 ...
Tue, Feb 8, 2022 at 7:16 PM
How does your third-party private debt and equity fund offering work?
Our investment team has conducted full due diligence on all third-party private debt and equity investment options available on our investment platform. The...
Wed, Sep 29, 2021 at 6:10 PM
What type of reporting and statements do I have access to?
Clients and advisors listed on the account will have access to our quarterly performance reports that include both financial and impact performance. This is...
Fri, Oct 1, 2021 at 5:55 PM