DBL Partners Accepted to ImpactAssets 50

February 27, 2018

ImpactAs­sets has released its 2017–2018 impact invest­ing show­case, the ImpactAs­sets 50 (IA 50), a free online resource for investors and finan­cial advi­sors. The sev­enth 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 2017–2018 man­age an esti­mat­ed $29.2B in assets devot­ed to cre­at­ing pos­i­tive social and envi­ron­men­tal impact.

As impact invest­ing grows expo­nen­tial­ly, the IA 50 has remained a lead­ing and trust­ed resource for impact investors of all expe­ri­ence lev­els,” said Jed Emer­son, ImpactAs­sets Senior Fel­low, and IA 50 Review Com­mit­tee Chair. “Our con­sis­tent and objec­tive eval­u­a­tion of impact fund man­agers is pro­vid­ing finan­cial advi­sors and their clients with a start­ing place to make informed invest­ment deci­sions. And we are help­ing to cat­alyze the growth of impact invest­ing by cre­at­ing a cen­tral­ized infor­ma­tion source in a frag­ment­ed field.”
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. Fund man­agers rep­re­sent a breadth of asset class­es, rang­ing from real assets like forestry and farm­land, pri­vate the­mat­ic debt and micro­fi­nance, to pri­vate ear­ly and growth stage equi­ty in US and emerg­ing markets.

The list demon­strates an increased the­mat­ic focus on afford­able hous­ing and com­mu­ni­ty devel­op­ment, alter­na­tive ener­gy, cli­mate change and small and medi­um busi­ness devel­op­ment. Fund man­agers con­tin­ue to focus as well on micro­fi­nance, sus­tain­able agri­cul­ture and low-income finan­cial ser­vices and water and sanitation.

The IA 50 Review Com­mit­tee is chaired by Jed Emer­son, Chief Impact Strate­gist of ImpactAs­sets. Jen­nifer Ken­ning, CEO and Co-Founder of Align Impact served as the Committee’s Senior Invest­ment Advi­sor. MEMBERS INCLUDE: Karl “Char­ly” Kleiss­ner, Co-Founder of Toni­ic and KL Felic­i­tas Foun­da­tion; Kathy Leonard, Senior Vice Pres­i­dent, Invest­ments and Senior Port­fo­lio Man­ag­er for UBS; Stephanie Cohn Rupp, Man­ag­ing Direc­tor, and Part­ner, Tiede­mann Wealth Man­age­ment; Fran Seeg­ull, Exec­u­tive Direc­tor, U.S. Impact Invest­ing Alliance, Ford Foun­da­tion; Liesel Pritzk­er Sim­mons and Ian Sim­mons, Co-Founders of Blue Haven Ini­tia­tive and Matthew Weath­er­ley-White, Co-Founder and Man­ag­ing Direc­tor of The CAPROCK Group.
“The 2017–18 IA 50 high­lights a strong field of man­agers across an increas­ing­ly rich mar­ket­place of impact fund oppor­tu­ni­ties,” said Jen­nifer Ken­ning, CEO and Co-Founder of Align Impact, and IA 50 Senior Invest­ment Advi­sor. “We are excit­ed to see the growth of this space as evi­denced by the increas­ing num­ber of high-cal­iber fund man­agers, whose strong finan­cial and impact track records posi­tion them to serve the grow­ing investor.”

The IA 50 has become the go-to data­base for insights and action­able data on inno­v­a­tive man­agers cre­at­ing impact with invest­ment cap­i­tal, which is espe­cial­ly valu­able for fam­i­ly offices and accred­it­ed investors get­ting start­ed in the impact space,” said Stephanie Cohn Rupp, Man­ag­ing Direc­tor, and Part­ner at Tiede­mann Wealth Man­age­ment. “We’re thrilled to be help­ing investors con­nect their port­fo­lios with their pas­sions and dri­ve cap­i­tal to impact.”

The IA 50 is not an index or investable plat­form and does not con­sti­tute an offer­ing or rec­om­mend spe­cif­ic prod­ucts. It is not a replace­ment for due dili­gence. In order to be con­sid­ered for the IA 50 2017–18, fund man­agers need­ed to have at least $10M in assets under man­age­ment, more than 3 years of expe­ri­ence as a firm with impact invest­ing and doc­u­ment­ed social and/​or envi­ron­men­tal impact, as well as accept invest­ment from U.S.-based investors. Addi­tion­al details on the selec­tion process are here.

About ImpactAs­sets
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) and field build­ing ini­tia­tives enable phil­an­thropists, oth­er asset own­ers, and their wealth advi­sors to advance social or envi­ron­men­tal change through investment.

About the ImpactAs­sets 50
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. These 50 firms have been select­ed to demon­strate a wide range of impact invest­ing activ­i­ties across geo­gra­phies, sec­tors and asset classes.