DBL Partners Accepted to ImpactAssets 50

February 27, 2018

ImpactAs­sets has released its 2017–2018 impact invest­ing show­case, the ImpactAs­sets 50 (IA 50), a free online resource for investors and finan­cial advi­sors. The sev­enth annual guide fea­tures fund man­agers rep­re­sent­ing pri­vate debt and equity invest­ments that deliver social and envi­ron­men­tal impact as well as finan­cial returns.Fund man­agers included in the IA 50 2017–2018 man­age an esti­mated $29.2B in assets devoted to cre­at­ing pos­i­tive social and envi­ron­men­tal impact.

As impact invest­ing grows expo­nen­tially, the IA 50 has remained a lead­ing and trusted resource for impact investors of all expe­ri­ence lev­els,” said Jed Emer­son, ImpactAs­sets Senior Fel­low, and IA 50 Review Com­mit­tee Chair. “Our con­sis­tent and objec­tive eval­u­a­tion of impact fund man­agers is pro­vid­ing finan­cial advi­sors and their clients with a start­ing place to make informed invest­ment deci­sions. And we are help­ing to cat­alyze the growth of impact invest­ing by cre­at­ing a cen­tral­ized infor­ma­tion source in a frag­mented field.”
The IA 50 is the only free, pub­lic, search­able data­base of out­stand­ing impact invest­ing fund man­agers. This year’s show­case, which includes funds based in the United States, Africa, Europe and Latin Amer­ica, high­lights the increas­ingly diverse oppor­tu­ni­ties for investors to help cre­ate social value across the globe. Fund man­agers rep­re­sent a breadth of asset classes, rang­ing from real assets like forestry and farm­land, pri­vate the­matic debt and micro­fi­nance, to pri­vate early and growth stage equity in US and emerg­ing markets.

The list demon­strates an increased the­matic focus on afford­able hous­ing and com­mu­nity devel­op­ment, alter­na­tive energy, cli­mate change and small and medium busi­ness devel­op­ment. Fund man­agers con­tinue to focus as well on micro­fi­nance, sus­tain­able agri­cul­ture and low-​​income finan­cial ser­vices and water and sanitation.

The IA 50 Review Com­mit­tee is chaired by Jed Emer­son, Chief Impact Strate­gist of ImpactAs­sets. Jen­nifer Ken­ning, CEO and Co-​​Founder of Align Impact served as the Committee’s Senior Invest­ment Advi­sor. MEMBERS INCLUDE: Karl “Charly” Kleiss­ner, Co-​​Founder of Toniic and KL Felic­i­tas Foun­da­tion; Kathy Leonard, Senior Vice Pres­i­dent, Invest­ments and Senior Port­fo­lio Man­ager for UBS; Stephanie Cohn Rupp, Man­ag­ing Direc­tor, and Part­ner, Tiede­mann Wealth Man­age­ment; Fran Seeg­ull, Exec­u­tive Direc­tor, U.S. Impact Invest­ing Alliance, Ford Foun­da­tion; Liesel Pritzker Sim­mons and Ian Sim­mons, Co-​​Founders of Blue Haven Ini­tia­tive and Matthew Weatherley-​​White, Co-​​Founder and Man­ag­ing Direc­tor of The CAPROCK Group.
“The 2017–18 IA 50 high­lights a strong field of man­agers across an increas­ingly rich mar­ket­place of impact fund oppor­tu­ni­ties,” said Jen­nifer Ken­ning, CEO and Co-​​Founder of Align Impact, and IA 50 Senior Invest­ment Advi­sor. “We are excited to see the growth of this space as evi­denced by the increas­ing num­ber of high-​​caliber fund man­agers, whose strong finan­cial and impact track records posi­tion them to serve the grow­ing investor.”

The IA 50 has become the go-​​to data­base for insights and action­able data on inno­v­a­tive man­agers cre­at­ing impact with invest­ment cap­i­tal, which is espe­cially valu­able for fam­ily offices and accred­ited investors get­ting started in the impact space,” said Stephanie Cohn Rupp, Man­ag­ing Direc­tor, and Part­ner at Tiede­mann Wealth Man­age­ment. “We’re thrilled to be help­ing investors con­nect their port­fo­lios with their pas­sions and drive cap­i­tal to impact.”

The IA 50 is not an index or investable plat­form and does not con­sti­tute an offer­ing or rec­om­mend spe­cific prod­ucts. It is not a replace­ment for due dili­gence. In order to be con­sid­ered for the IA 50 2017–18, fund man­agers needed to have at least $10M in assets under man­age­ment, more than 3 years of expe­ri­ence as a firm with impact invest­ing and doc­u­mented social and/​or envi­ron­men­tal impact, as well as accept invest­ment from U.S.-based investors. Addi­tional details on the selec­tion process are here.

About ImpactAs­sets
ImpactAs­sets is a non­profit finan­cial ser­vices firm that increases the flow of cap­i­tal into invest­ments that deliver finan­cial, social, and envi­ron­men­tal returns. ImpactAs­sets’ donor advised fund (The Giv­ing Fund) and field build­ing ini­tia­tives enable phil­an­thropists, other asset own­ers, and their wealth advi­sors to advance social or envi­ron­men­tal change through investment.

About the ImpactAs­sets 50
The IA 50 is the first pub­licly avail­able data­base that pro­vides a gate­way into the world of impact invest­ing for investors and their finan­cial advi­sors, offer­ing an easy way to iden­tify expe­ri­enced impact invest­ment firms and explore the land­scape of poten­tial invest­ment options. The IA 50 is intended to illus­trate the breadth of impact invest­ment fund man­agers oper­at­ing today, though it is not a com­pre­hen­sive list. These 50 firms have been selected to demon­strate a wide range of impact invest­ing activ­i­ties across geo­gra­phies, sec­tors and asset classes.