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Publications
& Insights

Resources created and curated to support the growth of impact investing, for those new to the field and for experienced practitioners.

ImpactAssets 50 

This annually updated list is 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 ImpactAssets 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.

 

LAUNCH THE IA 50

 
 
 

The ImpactAssets 50 is not an index or an investable platform; rather, it is an information resource to begin research on the impact investing sector.

The ImpactAssets 50 is focused on private debt and equity fund managers to provide a centralized source of information that is not publicly available elsewhere. However, investing for impact can be done across many asset classes and we encourage investors to make use of other resources (US SIF, ImpactBase) in evaluating sustainable, responsible, impact investing options.

 

 

Review and Criteria

The ImpactAssets 50 Review Committee selects firms according to a set of criteria developed to ensure that the list includes a diverse set of firms with experience in the field, scale in terms of AUM and investor base, commitment to impact and representing a range of approaches, asset classes and impact areas.

For inclusion in the ImpactAssets 50, a fund manager must:

  • Have 3+ years of experience as a firm in the impact investing field
  • Have at least $10 million in assets under management
  • Operate in
    • More than one country
    • In a country with significant population; and /or
    • In a sizable region of the United States
  • Manage assets that are recoverable
  • Accept US investment
  • Have demonstrated financial capacity/oversight
  • Demonstrate significant commitment to social impact and track clear measures of social and/or environmental impact (GIIRS rating, use IRIS metrics, or other indicators to be determined)

For a more detailed discussion of how ImpactAssets evaluates impact in the selection of the ImpactAssets 50, please review the ImpactAssets Issue Brief: Assessing the Impact Capacity at the Firm Level.

 

 

2016 Review Committee
 


Jed Emerson
Chairman,
IA 50 Review Committee
Chief Impact Strategist,
ImpactAssets
Jennifer Kenning
Senior Advisor,
IA 50 Review Committee
Managing Director,
Align Impact
Fran Seegull
Executive Director,
U.S. Impact Investing Alliance,
Ford Foundation
 

Deval Patrick
Managing Director,
Bain Capital


Karl "Charly" Kleissner
Co-Founder, Toniic
Co-Founder, KL Felicitas
Liesel Pritzker Simmons
Co-Founder & Principal,
Blue Haven Initiative


Ian Simmons
Co-Founder & Principal,
Blue Haven Initiative



Kathy Leonard
Vice President,
Senior Portfolio Manager,
UBS
Matthew Weatherley-White
Managing Director,
The CAPROCK Group

 

Best Practices in Impact Investing Reporting

As the field of impact investing grows, it is critical that the measurement and reporting of impact is thoughtful and rigorous. In addition to providing a gateway into impact investing for financial advisors and their clients, the ImpactAssets 50 also presents fund managers that are leaders in this rapidly growing field, and are paving the way through their investments as well as their impact reporting. We asked the IA 50 2013 fund managers to share the best practices and challenges that have emerged from their impact reporting:

 

Inclusion in the ImpactAssets 50

Applications to become an ImpactAssets 50 fund manager for 2017 will open in October. Please check back for further information. 

Ready for the next step?

Impact investments are investments made into organizations and funds that generate measurable social and environmental impact as well as financial returns.