DBL Partners — ImpactAssets 50 2016 Manager

ImpactAssets
February 14, 2017

ImpactAs­sets Releas­es Annu­al IA 50 Impact Invest­ment Fund Show­case

FEBRUARY 14, 2017 — ImpactAs­sets has released its 2016 impact invest­ing show­case, the ImpactAs­sets 50 (IA 50), a free online resource for investors and finan­cial advi­sors. The sixth 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 2016 man­age an esti­mat­ed $10.6B in assets devot­ed to cre­at­ing pos­i­tive social and envi­ron­men­tal impact.

As impact invest­ing con­tin­ues to move from niche to main­stream, those new to the field – as well as impact vet­er­ans – appre­ci­ate the IA 50’s broad overview of inno­v­a­tive fund strate­gies,” said Jed Emer­son, Chief Impact Strate­gist, ImpactAs­sets. “The IA 50 ros­ter offers a great overview of inno­v­a­tive man­agers and diverse approach­es to cre­at­ing impact with invest­ment cap­i­tal.”

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 farm­land and clean tech, pri­vate the­mat­ic debt and com­mu­ni­ty devel­op­ment finance insti­tu­tion (CDFI) financ­ing, to pri­vate ear­ly and growth stage equi­ty in US and emerg­ing mar­kets.

The list demon­strates an increased the­mat­ic focus on alter­na­tive ener­gy, cli­mate change and clean tech­nol­o­gy. Fund man­agers con­tin­ue to focus as well on afford­able hous­ing and com­mu­ni­ty devel­op­ment, sus­tain­able agri­cul­ture and low-income finan­cial ser­vices and micro-insur­ance.

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; Deval Patrick, Man­ag­ing Direc­tor of Bain Cap­i­tal; Liesel Pritzk­er Sim­mons and Ian Sim­mons; Co-Founders of Blue Haven Ini­tia­tive; Fran Seeg­ull, Exec­u­tive Direc­tor, U.S. Impact Invest­ing Alliance of Ford Foun­da­tion and Matthew Weath­er­ley-White, Man­ag­ing Direc­tor of The CAPROCK Group.

The IA 50 was designed to help con­vert inter­est into action by show­cas­ing funds with expert man­age­ment and sol­id track records,” said Matthew Weath­er­ly White, Man­ag­ing Direc­tor, The CAPROCK Group. “Investors who have been watch­ing from the side­lines and wait­ing for the field to mature will find no short­age of oppor­tu­ni­ties.”

The depth, breadth and cal­iber of this year’s IA 50 appli­cants are tes­ti­mo­ny to the increased demand by investors for high-impact solu­tions,” said Jen­nifer Ken­ning, CEO and Co-Founder, Align 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 2016, 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.

DBL Part­ners — IA 50 2016 Man­ag­er

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), Impact Invest­ment Notes, and field build­ing ini­tia­tives enable phil­an­thropists, oth­er asset own­ers, and their wealth advi­sors to advance social or envi­ron­men­tal change through invest­ment.