ImpactAssets

Announcing the release of our 2024 Impact Report - Solutions for a Better Future: https://lnkd.in/gqWE3Kif This year’s report showcases how we put the full spectrum of capital to work to advance critical issue areas and further our clients’ impact goals. Last year, ImpactAssets: - Invested $260M in nearly 300 private companies and funds - Disbursed more than 14,000 grants totaling $260M - Expanded to over 1,000 companies and funds in ImpactAssets’ portfolio - Partnered with the Justice Climate Fund to advance an equitable and inclusive energy transition (with a $1B grant from the EPA) This collective impact would not be possible without our inspiring community of clients, partners, investees and team. We invite you to read the report to learn more about the impact of activating capital for the greater good. Thank you for your partnership! #impinv #philanthropy #donoradvisedfunds

So wonderful to honor #BlackHistoryMonth with a conversation with Todd Leverette, Partner, Apis & Heritage Capital Partners. Todd spoke to our team about the power of worker ownership to address the wealth gap in America. We explored how impact investing, in particular, can help scale worker ownership models that build long-term wealth and strengthen communities. Some highlights from our conversation: ?? Driving Long-Term Economic Mobility: Worker ownership offers employees direct financial benefits through equity stakes and profit-sharing, providing a path to wealth accumulation often out of reach for low- and middle-income individuals, especially those in essential, blue-collar industries. ?? Building a Culture of Empowerment and Engagement: Ownership goes beyond financial gain—it empowers employees to have a voice in decision-making. Providing governance training, board representation, and leadership development helps workers take an active role in their company’s growth and long-term success. ?? Investing in Local Economies: High-quality, worked-owned companies keep jobs and businesses in their cities, regions or states. They offer powerful opportunities for institutional investors seeking local, job-retaining investments. ?? Helping Business Owners Create a Legacy: For business owners seeking to retire or transition their companies, worker ownership provides a unique opportunity to preserve their legacy. Unlike traditional private equity sales that may result in relocations, selling to employees ensures the business remains rooted in its community. #ImpactInvesting #WorkerOwnership #InclusiveEconomy #WealthBuilding #EmployeeOwnership #ESOPs

??? Feb. 19: Join us at our next Impact Investing Lab to learn how to activate your philanthropy through impact investing: https://lnkd.in/eiQR6z3q During the lab, you will hear from impact investor and ImpactAssets client, Deborah Frieze, who will share how she's using her ImpactAssets Donor Advised Fund to activate different types of investments, and to support companies and funds addressing the impact areas that she cares about.?Deborah Frieze made it her life’s mission to help create and sustain healthy, resilient, inclusive and creative communities, and will share how she is: - Investing across asset classes — from multi-asset class funds to direct investments in companies. - Advancing impact themes such as closing the racial wealth gap, supporting underserved communities and investing in underrepresented entrepreneurs. - Continuing to learn and experiment along her evolving impact journey. Register Here: https://lnkd.in/eiQR6z3q

ImpactAssets continues to grow and we're excited to welcome Curtis, Kimberly, Nilanjana and Sophia as new team members! Curtis Cohen, Associate, Investment Operations Kimberly Morris Hall, Esq., Assistant Counsel Nilanjana Chowdhury, Associate, Grant Operations Sophia Sunderji, Impact Measurement and Management Lead View our Careers page to learn about opportunities to join our team: https://lnkd.in/gdgG6ktf

Reflecting on 2024 – Mobilizing $400M in Impact Investments In partnership with our incredible community of investors, partners and changemakers, we closed 2024 with nearly $400M mobilized across 270 impact investments— reaffirming our position as one of the most active impact investors globally. This investment activity spanned critical areas of need, including climate and social equity – furthering our organization’s mission to address existential challenges facing the planet and its most vulnerable communities. 2024 highlights: ?? A growing private investment portfolio: By year-end, we expanded our active private impact investments to 1,200—spanning both domestic and international funds and companies across private equity, private debt, credit, project finance and more. ? Delivering on the energy transition:?More than one-third of our 2024 investments target climate solutions. This includes financing for community-based clean energy, such as Sunwealth Solar Justice Fund, which develops high-performance solar projects in low-income communities – expanding access to clean energy and advancing local workforce development. ?? Expanding equality and access:?Over half?of the dollars invested focused on equitable access and financial inclusion, including investments like Hope Enterprise Corporation, a Community Development Financial Institution (CDFI) that works to meet the financial needs of individuals and families in the Deep South of the United States. ?? Launching Thematic Impact Funds:?Recently launched, these funds deployed $70M?in their first year—underscoring the rising demand for targeted solutions to urgent global challenges. As 2025 begins, ImpactAssets continues to collaborate with visionary clients, fund managers, entrepreneurs and other leaders to mobilize private and philanthropic capital to drive bold outcomes. Together, we’re proving that impact investing can drive meaningful progress for people and the planet. Read more in our news release: https://lnkd.in/eaA9S_aC #impinv #philanthropy #donoradvisedfunds

Tomorrow (1/22): Transforming Capital Access for Women Entrepreneurs Webinar: https://lnkd.in/edyCUjwZ? ? Two pioneering leaders, Andrea Jung of Grameen America, Inc. and Pocket Sun of SoGal Ventures, are proving what's possible when we transform access to capital for women entrepreneurs.? ? Join us tomorrow at 1pm ET for an insightful conversation spanning microfinance to venture capital. Impact investors and philanthropists can expect to come away with insights into the opportunity of investing in women entrepreneurs, lessons learned from across the funding spectrum, and key investor considerations for advancing gender equality.? ? #genderequality #genderlensinvesting #impactinvesting?

1/22 Webinar: Transforming Capital Access for Women Entrepreneurs: https://lnkd.in/edyCUjwZ? ? How can impact investors and philanthropists help create lasting change and improve access to capital for women entrepreneurs?? ? Join us on Wednesday, January 22 at 1pm ET for a conversation with trailblazers Andrea Jung, President & CEO of Grameen America, Inc. America, and Pocket Sun, Co-founder of SoGal Ventures, as they share their approaches to uplifting women by transforming their access to capital.? ? During this webinar, you'll gain:? - Insights from two leaders who have built successful funding models? - Strategies for evaluating women-led businesses? - Concrete examples of how integrated support systems drive business success? - Action steps for directing capital to advance gender equality? ? #genderequality #genderlensinvesting #impactinvesting?#philanthropy

Thank you Impact Finance Center and Denver Business Journal for recognizing our founder and executive director of strategic development, Tim Freundlich and ImpactAssets as a donor advised fund provider advancing impact investing in Colorado and beyond! "Who’s Who in Impact Investing is designed to create a regional directory that serves as a valuable resource and highlights over 80 leaders making significant contributions to the field. This directory simultaneously elevates visibility for impactful work and fosters connections among individuals and organizations, creating opportunities for collaboration and knowledgesharing." - Dr. Stephanie Gripne S/O to all of the wonderful impact investing leaders included this year. View the full list below. #impactinvesting #philanthropy #donoradvisedfunds

ImpactAssets CEO and CIO Margret Trilli recently shared insights in GreenMoney Journal’s December issue about the ways impact investors can advance #genderequality through targeted investments. In her article, “Investing in Gender Equality Offers a Bridge to a Healthier and More Stable Future,” Margret discusses why addressing gender inequality is both a moral imperative and an economic opportunity – with the potential to add $12 trillion to global GDP. “The urgency of the gender inequality crisis is impossible to ignore. At ImpactAssets, we believe that impact investors have a unique responsibility to direct their capital toward areas where it can truly spark transformational change for women and girls around the world,” Margret said. To learn about the three essential areas of need where impact investment capital can be most effective at driving gender equality, read the full article here: https://lnkd.in/e9PGY9aj #ImpactInvesting #genderlens

1/22 Webinar: Transforming Capital Access for Women Entrepreneurs: https://lnkd.in/edyCUjwZ From providing microloans to small businesses, to writing checks for VC-backed companies, two visionary leaders are proving what's possible when we increase access to capital for women entrepreneurs. Join us for a dynamic conversation with Grameen America, Inc.’s Andrea Jung and SoGal Ventures’ Pocket Sun. Andrea, President & CEO of Grameen America, transitioned from a Fortune 500 CEO to lead the nation's fastest-growing microfinance organization. Pocket, Co-Founder & Managing Partner of SoGal Ventures, is a pioneering next-gen venture capitalist championing diverse entrepreneurs. Moderated by Sandra Osborne Kartt, CFA, Deputy Chief Investment Officer of ImpactAssets Capital Partners, the conversation will shine a light on their personal journeys and how these leaders have broken down barriers and helped transform funding flows for women. Impact investors and philanthropists can expect to come away with insights into the overlooked opportunity of investing in women entrepreneurs, the crucial role of integrated support systems, success stories and lessons learned. Join us on 1/22: https://lnkd.in/edyCUjwZ #genderequality #genderlensinvesting #impactinvesting