The new report highlights more than half-a-billion dollars deployed for transformative impact and showcases deep impact through investments in nearly 300 private companies and funds and more than 14,000 grants in 2023 alone.
ImpactAssets, the impact investing leader with a decade-plus track record of mobilizing capital for good, recently released its 2024 Impact Report. The report highlights how ImpactAssets made new investments in nearly 300 companies and funds and disbursed more than 14,000 grants to nonprofits in 2023 alone, channeling $520 million toward organizations that advance social and environmental progress.
Last year represented a milestone for ImpactAssets, as it achieved an impressive $1 billion increase in assets under management for a total exceeding $3 billion, a testament to the firm’s position as market leaders.
With a focused mission to mobilize capital for deep and lasting impact, ImpactAssets harnesses its robust expertise and expansive capabilities to ensure that every dollar is put toward having a positive impact on the world. Throughout 2023, this holistic approach furthered ImpactAssets’ reach in deploying the full spectrum of capital for impact: from grants to market-rate private investments aimed at addressing the root causes of global crises. In response to growing interest in impact investing and in ImpactAssets’ expertise, the firm also launched ImpactAssets Capital Partners, an SEC-registered investment advisor, to better serve institutional clients. Backed by a team with more than 200 years of investment and impact experience, ImpactAssets Capital Partners specializes in private market impact investing for institutional investors and manages $1.7 billion.
The 2024 Impact Report offers a timely snapshot of impact goals and client preferences currently shaping ImpactAssets\’ work – showcasing that health and wellbeing, climate change and diversity, equity and inclusion are the top impact themes represented in the firm’s private investment portfolio.
This report also highlights ImpactAssets\’ intentional strategies to drive progress on the most critical global challenges of our time. Last year, the firm launched three new thematic impact funds, which aim to drive transformative impact and ignite systemic shifts on the pressing global challenges of climate, racial equity, and gender equality. The funds quickly garnered an enthusiastic response, amassing and deploying $70 million in their first year alone. Built on ImpactAssets’ in-depth research and trusted expertise in generating positive impact through private market investment, the proprietary impact funds offer clients of ImpactAssets’ Donor Advised Fund a way to access diversified impact funds focused on filling critical funding gaps on high-priority impact themes.
“As the urgency of the challenges facing our planet and its people deepen, so too does our resolve to meet these challenges head-on,” said ImpactAssets CEO and Chief Investment Officer Margret Trilli. “Our 2024 Impact Report showcases how we’re not just investing in short-term solutions – we’re driving systemic change in the areas that matter most. By directing capital where it’s urgently needed, we’re making sure that no community is left behind in the fight for a sustainable and equitable future.”
