ImpactAssets Opens Applications for the 2018 IA 50

Leading impact investing resource builds awareness of impact fund managers; Selection Committee includes Jed Emerson, Dr. Charly Kleissner, Fran Seegull and other impact experts.
By: ImpactAssets
 
BETHESDA, Md. - Oct. 17, 2017 - PRLog -- ImpactAssets is now accepting applications for the ImpactAssets 50 (http://www.impactassets.org/publications_insights/impact50) ("IA 50"), a free online resource that provides investors and financial advisors with detailed information about 50 of the most experienced impact investment firms and potential investment options.

The deadline to apply is December 1, 2017. Fund managers with more than three years of experience in impact investing and at least $10 million in assets under management can apply on the ImpactAssets website (http://impactassets.org/publications_insights/impact50).

The IA 50, used by more than 150,000 investors to evaluate leading impact investors, has become akin to The Good Housekeeping Seal of approval for deep impact funds. In 2016, ImpactAssets saw the largest number of applications from fund managers ever, reflecting the rapid growth and interest in impact investing.

"As impact investing has moved into the mainstream, the IA 50 has shone a light on those funds that are truly creating measurable social, environmental and financial returns," said IA 50 Review Committee Chair Jed Emerson (http://www.impactassets.org/about_us/team/Jed-Emerson), Senior Fellow, ImpactAssets. "I am excited to work with my colleagues to discover more great managers who are bringing impact to key issues such as health and wellness, microfinance, small business development, sustainable agriculture, and water and sanitation."

IA 50 Review Committee Comprised of Impact Investing Leaders
In addition to Emerson, this year's IA 50 Review Committee (http://impactassets.org/publications_insights/impact50#se...) includes Jennifer Kenning (https://alignimpact.com/changemaker/jennifer-kenning/), Senior Advisor, IA 50 Review Committee, Managing Director, Align Impact; Fran Seegull (https://www.linkedin.com/in/franseegull), Executive Director, U.S. Impact Investing Alliance, Ford Foundation; Karl "Charly" Kleissner (https://www.linkedin.com/in/karl-charly-kleissner-76aa291), Co-Founder, Toniic, Co-Founder, KL Felicitas, Chairman of the Board, ImpactAssets; Kathy Leonard (http://financialservicesinc.ubs.com/fa/kathyaleonard/biography.html), First Vice President of Investments and Senior Portfolio Manager, UBS; Stephanie Cohn Rupp (https://www.thresholdgroup.com/about-us/our-team/stephanie-cohn-rupp), Managing Director, The Threshold Group; Liesel Pritzker Simmons and Ian Simmons (http://bluehaveninitiative.com/team/), Co-Founders and Principals, Blue Haven Initiative; and Matthew Weatherley-White (http://www.thecaprockgroup.com/matthew-weatherley-white.php), Managing Director, The CAPROCK Group.

"The IA 50 is a solid starting point for investors and advisors looking for fund managers with established track records across a range of impact investment criteria," said Weatherley-White. "Investors who have been watching from the sidelines and waiting for the field to mature will find no shortage of opportunities."

Selection Criteria
The IA 50 Review Committee will evaluate a diverse set of firms with experience in the field, scale in terms of assets under management and investor base, and a commitment to impact. Fund managers represent 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 U.S. 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).

Additional details on the selection process are available here (http://impactassets.org/publications_insights/impact50#review).

About ImpactAssets (http://impactassets.org/)
ImpactAssets is a nonprofit financial services firm that increases the flow of capital into investments delivering financial, social and environmental returns. The ImpactAssets Giving Fund, a donor advised fund, as well as Impact Investment Notes and field-building initiatives enable philanthropists, other asset owners and their wealth advisors to advance social or environmental change through investment. The Giving Fund currently has $375M in total assets.

About the ImpactAssets 50 (http://impactassets.org/publications_insights/impact50)
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.  The 50 firms are selected to demonstrate a wide range of impact investing activities across geographies, sectors and asset classes.

The IA 50 is not an index or investable platform and does not constitute an offering or recommend specific products.

Contact
Morrison Shafroth
***@shafroth.com
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Source:ImpactAssets
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Tags:Impact Investing, Donor Advised Fund, ImpactAssets
Industry:Financial
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