ImpactAssets’ Post

Just released: BlueMark's 5th annual “Making the Mark” report, revealing an increased adoption of core impact management practices among impact investors. The report features an analysis of best practices and trends in impact management based on 111 verifications of impact management practices for investors managing a combined $234 billion in impact assets. Read the report to learn more about the evolving and emerging trends in #impactinvesting and #impactmanagement ⬇

With Melinda French Gates’ recent announcement of a $1B donation in support of women’s rights, gender investing is taking center stage. In a powerful op-ed explaining her vision, Gates underscored the urgency to drive capital to this vital cause – not only because the need is pressing, but because research has shown, time and again, that investing in women benefits everyone.   The imperative has never been more clear – and now, so are the pathways for impact. In a recent piece for ESG Investor, Sandra Osborne Kartt, CFA, Deputy Chief Investment Officer, ImpactAssets Capital Partners outlines how targeted investments can catalyze progress for #genderequality.   Sandra highlights the three essential areas of need in which the patient and flexible capital of impact investors can be most effective at driving gender equality: advancing economic inclusion; delivering products and services that improve lives and outcomes; and increasing representation and voice.   At ImpactAssets, we have long been working to hone actionable strategies for promoting equality for the world’s four billion women and girls. Melinda French Gates’ commitment to gender equality is an inspiration, and we’re proud to support this cause alongside thoughtful leaders like her.   To learn more about ImpactAssets’ approach to drive lasting impact for gender equality, read Sandra’s full article in ESG Investor here: https://lnkd.in/ezVusMYu #impactinvesting #philanthropy

Congratulations Community Impact Investments! We're proud to partner with you to advance economic mobility through a model that puts capital directly in the hands of community-based leaders.

We’re seeing a growing trend among philanthropists and impact investors who are enhancing their philanthropy with impact investing. In 2022 alone, ImpactAssets made 283 private investments totaling $458M in partnership with our clients to address important issues like climate change and social inequalities. This Wednesday (5/22), join us for a special conversation with philanthropist, investor and ImpactAssets client, Claire Raffel to hear how she’s using her philanthropic capital to both invest in and grant to companies and impact funds that are accelerating a just energy transition, with a focus on ensuring that communities on the frontlines of the climate crisis benefit from and have ownership in the transition to a net-zero world. Claire will sit down with the ImpactAssets Engagement Team to share insights on: • Getting started with impact investing, from a philanthropist’s point of view • The role of grants vs. investments in advancing personal (and family) climate goals • How DAFs can invest in a wide range of impact areas, investment structures and asset classes — from catalyzing early stage companies to scaling proven technologies • Building a thematic investment portfolio utilizing the ImpactAssets Investment Platform and client recommended investment service Register here: https://lnkd.in/gSUiPpEd #impactinvesting #philanthropy #donoradvisedfunds #climatesolutions

5/22 Impact Investing Lab: A Case Study in Aligning Your Investments with Your Giving: https://lnkd.in/gSUiPpEd Join us for a special conversation with philanthropist, investor and ImpactAssets client, Claire Raffel, and hear about her impact journey to date. Passionate about climate justice, Claire and her husband Dave use their philanthropic capital to both invest in and grant to companies and impact funds that are accelerating a just energy transition, with a focus on ensuring that communities on the frontlines of the climate crisis benefit from and have ownership in the transition to a net-zero world. Claire will sit down with the ImpactAssets Engagement Team to share insights on: - Getting started with impact investing, from a philanthropist’s point of view - The role of grants vs. investments in advancing personal (and family) climate goals - How DAFs can invest in a wide range of impact areas, investment structures and asset classes — from catalyzing early stage companies to scaling proven technologies - Building a thematic investment portfolio utilizing the ImpactAssets Investment Platform and client recommended investment service Join us on 5/22 to learn from peers about how impact investments can enhance your philanthropy and align with your values: https://lnkd.in/gSUiPpEd #impactinvesting #philanthropy #donoradvisedfunds

See you in LA this week? Our team is excited to be at both the Milken Institute and Mission Investors Exchange national conferences leading #impactinvesting conversations alongside an outstanding group of speakers. Milken Institute | #MIGlobal ImpactAssets CEO and Chief Investment Officer, Margret Trilli will be speaking alongside an outstanding panel to discuss how impact investing products and processes are reshaping traditional investment strategies, driving positive change, and fostering sustainable development worldwide: Moderator: Troy Duffie, Director, Financial Markets, Milken Institute Bulbul Gupta, President and CEO, Pacific Community Ventures (PCV) Patience Marime-Ball, Esq., Impact Chair, Apollo Global Management, Inc. Cynthia Muller, Director, Mission Investment, W.K. Kellogg Foundation Nasir C. Qadree, Founder, Managing Partner, Zeal Capital Partners Learn More: https://lnkd.in/gzBT96ak Mission Investors Exchange | #MissionInvest2024 ImpactAssets Managing Director, Business Development and Client Engagement, Deb Parsons will be joining two panels: Creative Economy Investors Laura Callanan, Founding Partner, Upstart Co-Lab Daniel Gould, CFA, CAIA, Vice President of Investments and Operations, Marguerite Casey Foundation Christine Looney, Deputy Director, Mission Investments, Ford Foundation Expanding the Net: Investing through DAFs, Community Foundations, and New Philanthropic Asset Pools Kate Guedj, Senior Vice President and Chief Philanthropy Officer, The Boston Foundation Dwayne Marshall, Board Member, Mission Investors Exchange Allison Parker, CAP®, Managing Director, Head of Endowments and Foundations, Sonen Capital LLC Shanaysha Sauls, President and CEO, Baltimore Community Foundation Learn More: https://lnkd.in/eAi4-tYX

Happy #EarthDay2024 🌍 This Earth Day, we’re centering the critical role of #NatureBasedSolutions in addressing climate change and safeguarding our planet. We celebrate the transformative power of investing in our natural environment, a focus shared by many of the IA 50 2024 Impact Fund Managers. As our CEO Margret Trilli recently highlighted in an opinion piece for Fortune (https://lnkd.in/dEzqYiKu), not all climate solutions require high-tech innovation. Many are about harmonizing with nature to restore ecosystems that are vital carbon sinks. For instance, land-based solutions include revitalizing forests, grasslands, and other landscapes damaged by industrial practices, which play a crucial role in carbon storage and climate regulation. Among this year’s #IA50, 27 fund managers are implementing nature-based strategies through investments in Natural Resources & Conservation. They exemplify how capital can be creatively structured to protect and restore our natural environment: Active Impact Investments Alante Capital Arborview Capital BTG Pactual Timberland Investment Group Clean Energy Ventures Closed Loop Partners Dirt Capital Partners Earthshot Ventures Echo River Capital EcoEnterprises Fund Ecosystem Integrity Fund EFM Finance in Motion Iroquois Valley Farmland REIT Kairos Investment Management Company MCJ Collective Okavango Capital Partners Planet A Ventures Renewal Funds Root Capital Shared Interest SLM Partners SVX MX / SVX México Superorganism Trailhead Capital VoLo Earth Ventures Washington Maritime Blue This Earth Day, let’s celebrate and support these leaders who are investing in the planet's future. Discover how IA 50 fund managers are deploying nature-based solutions to foster a sustainable and resilient environment: https://lnkd.in/gMugkUiZ, #EarthDay #InvestInNature #ClimateAction #SustainableInvesting #ImpactInvesting Photo courtesy of BTG Pactual Timberland Investment Group, an IA 50 2024 Impact Fund Manager.

📆 4/30 ImpactAssets Impact Investing Lab: Investing with Philanthropic Capital Are you curious how your philanthropy can have a greater impact on the world? Are you interested in learning how you can deploy impact investments using philanthropic capital from a donor advised fund? Join our next Impact Investing Lab on 4/30: https://lnkd.in/e5a8H9Sc During this 45-minute webinar, the ImpactAssets Engagement Team will share insights on deploying purposeful impact investment strategies from the ImpactAssets Donor Advised Fund. We will cover: • Tools for funders to shift from transactions to transformational impact by aligning investing with grantmaking • The range of impact investment options and services available through the ImpactAssets Donor Advised Fund to activate your impact vision • How our comprehensive ImpactAssets Investment Platform offerings and services can amplify the impact of your philanthropic dollars Our goal is to inspire you to reshape and innovate your philanthropy through impact investing Register here: https://lnkd.in/e5a8H9Sc #impactinvesting #philanthropy #donoradvisedfunds

As a proud partner in the Justice Climate Fund (JCF) Coalition, we thank the Biden Administration & the US Environmental Protection Agency (EPA) for selecting JCF for the Greenhouse Gas Reduction Fund’s Clean Communities Investment Accelerator program: https://lnkd.in/djbzzr9D These federal investments will help our country meet climate goals and reduce air pollution, advancing a better future for rural and urban families alike. The investments will also deliver greater economic security, creating better-paying jobs and opportunities for small businesses across America while also fostering financial inclusion via America’s Main Street financial institutions — the very community lenders that have delivered, for decades, financial opportunity, security and prosperity to struggling Americans. JCF’s network of community lenders serves 281 million Americans — or almost 86% of this nation — and includes more than 1,000 CDFIs across every state in the nation and multiple territories. We look forward to collaborating to bring climate solutions, and their many benefits, to our nation’s communities and homes. #strongertogether Congratulations to all who have been selected for awards through the EPA’s Greenhouse Gas Reduction Fund! Climate United Coalition for Green Capital Power Forward Communities Opportunity Finance Network Inclusiv Appalachian Community Capital Native CDFI Network, Inc. African American Alliance of CDFI CEOs National Bankers Association Oweesta Corporation Community Development Bankers Association Housing Partnership Network Connecticut Green Bank Accelerator for America IBank California Nevada Clean Energy Fund Community Development Venture Capital Alliance (CDVCA) New Ecology, Inc. Elemental Excelerator NY Green Bank Elevate New York City Energy Efficiency Corporation (NYCEEC) The Greenlining Institute RMI SELF (Solar and Energy Loan Fund) Institute for Market Transformation Michigan Saves VEIC