Free Online Guide Features Fund Managers that Deliver Social, Environmental and Financial Returns
Submitted by ImpactAssets
ImpactAssets has released its 2014 impact investing showcase, the ImpactAssets 50 (“IA 50”), a free online resource for investors and financial advisors. The fourth 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 2014 manage a combined $15.5 billion in assets devoted to creating measurable, positive impact.
"Impact investing is moving into the mainstream," said Jed Emerson, Chief Impact Strategist of ImpactAssets. "We're in a positive cycle where the increase in investable opportunities is bringing more investors into the impact fold, and the results from those investments fuel increased awareness and desire to achieve social and environmental as well as financial returns."
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. The featured funds focus on issue areas including: health and wellness, microfinance, small business development, sustainable agriculture, and water and sanitation.
The IA 50 selection committee is chaired by Jed Emerson and includes: Stuart Davidson, Managing Partner of Labrador Ventures; Karl "Charly" Kleissner, Co Founder of Toniic and KL Felicitas Foundation; John Kluge, Co-Founder and Managing Partner of Eirene; Kathy Leonard, First Vice President – Investments and Senior Portfolio Manager for UBS; Liesel Pritzker Simmons and Ian Simmons, Co-Founders of Blue Haven Initiative; and Matthew Weatherley-White, Managing Director of 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 Matthew Weatherley-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."
ImpactAssets produces the IA 50, and has released more than a dozen impact investing issue briefs, to help both novice and experienced investors better understand the field and vet the opportunities that may best serve their goals.
"The managers included in this year's IA 50 have made catalytic investments to combat some of our most pressing social and environmental challenges and we're excited to see a leap in the adoption and sophistication of impact measurement and reporting,” said Lindsay Smalling, ImpactAssets' Strategic Initiatives Officer. “Clear impact metrics will serve the field well as more investors seek high impact solutions."
The IA 50 is not an index or investable platform and does not constitute an offering or recommend specific products. It is a not a replacement for due diligence. In order to be considered for the IA 50 2014, fund managers needed to have at least $10 million in assets under management, more than 3 years of experience as a firm with impact investing and documented social and/or environmental impact. Additional details on the selection process are here: http://www.impactassets.org/impactassets-50/review-and-criteria.
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.
ImpactAssets is the leading impact investing partner for individuals, families and philanthropists tackling the world’s greatest challenges by investing in the world’s brightest ideas. We make it easy for our clients to “discover, connect and invest” in game-changing entrepreneurs and funds. Founded in 2010, ImpactAssets increases flows of money to impact investing with our 100% impact investment platform and field-building initiatives, including the IA 50 database of private debt and equity impact fund managers.
The ImpactAssets Donor Advised Fund is an innovative vehicle that empowers donors to increase the impact of their giving by combining it with strategic, sustainable and responsible investing to build a sophisticated philanthropic endowment. The Fund currently has more than $1.6 billion in assets in 1,700 donor advised funds, working with 350 wealth advisors across 60 financial services firms.
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