ImpactAssets

Family offices oriented toward impact investing face a structural problem: most platforms treat philanthropy and investment as separate tracks, forcing teams to manage grants and impact portfolios through disconnected tools. ImpactAssets was founded in 2010 as a spin-out of Calvert Impact Capital specifically to bridge that gap, operating as an independent 501(c)3 organization rather than a for-profit firm. That nonprofit structure shapes every product decision, including how it prices, who it partners with, and what it will and will not offer.

For single and multi-family offices, ImpactAssets provides a donor advised fund that goes beyond standard DAF functionality by allowing clients to recommend impact investments in private funds and companies alongside traditional grant-making. The investment team draws on a reported 460-plus years of collective experience and manages over $1 billion in proprietary thematic strategies. Clients can choose from a vetted platform of investments or submit their own recommendations for due diligence. Supporting Organizations, available for accounts of $10 million or more, offer a private-foundation-like structure without the administrative overhead.

Key services relevant to family office buyers include:

• Client-recommended investments vetted by the ImpactAssets team, with over 270 processed in 2024
• Thematic managed strategies covering climate, health, economic opportunity, and financial inclusion
• Back-office administration covering capital calls, corporate actions, and impact and financial reporting
• Due diligence services using IMP, IRIS+, and a proprietary Quattro scoring system
• Pooled Donor Funds and recoverable grant accounts for complex philanthropic structures

Fees and pricing are not publicly disclosed, which limits upfront comparisons. The platform is exclusively impact-focused, so family offices seeking conventional investment management alongside impact will need a separate provider for the non-impact portion of their portfolio.