We seek out and collaborate with community leaders, other values-aligned social change organizations, foundations, individual philanthropists, and regional SVPs to co-create an ecosystem where magic happens — the magic of increased experimentation, rapid learning, and local-regional-national-global connections.
In cultivating and expanding this network together:
We catalyze more resources
We catalyze and mobilize financial resources — both our own and from others — applying them toward cross-sector and multi-community solutions and innovations. We shift these resources away from traditional systems that only benefit a few, and we move them to collective and collaborative approaches that benefit many.
We disrupt traditional philanthropy
We demonstrate ways to disrupt and shift traditional philanthropy, moving it from being individualistic and disconnected to being community-centered in addressing root causes of injustice. We are embedded in the communities we serve, co-creating with them for the long-haul, not just in single touch points.
We influence change
We inspire individual philanthropists to understand the priorities that communities have — and how to strategically partner, fund, and give agency to community leaders in advancing change.
ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. We empower impact investors and philanthropists with access to investing opportunities and customized solutions that promote positive change. With more than $5B in assets and 1,700 portfolio companies and funds, we exist to help you achieve your greatest impact.
Who we partner with:
Individuals & families: For those just beginning their impact investing journey, or facing complexity along the way, ImpactAssets eliminates the roadblocks. As one of the longest-tenured and most experienced impact investing firms, we offer everything from strategic expertise, to pre-vetted managed portfolios, to direct investment in purpose-driven private companies.
Foundations: Purposeful impact investing is complex and time-consuming. Our experience in finding, vetting and maintaining meaningful impact investments enables our foundation partners to deepen their impact. Whether you seek help with an existing portfolio of impact investments or are wondering how to get started, we’ll partner with your team to crystallize your impact strategy, evaluate opportunities and solve for back-office complications.
Family offices: Our deep experience supporting some of the country’s largest family offices accelerates your family’s impact. From evaluating impact opportunities to solving for back-office complications, we’ll help your team “get to yes.” And we’ll continue to facilitate your family’s pursuit of positive change, now and as it evolves along your impact investing journey.
Corporations: With "doing good" now an integral part of doing business, ImpactAssets plays an invaluable role in supporting corporate foundations. We offer support to vet and execute your investment recommendations, custom strategies for managing cash earmarked for impact, and comprehensive outsourcing of impact investment administration.