Capital Impact Partners Named to ImpactAssets 50 For Fifth Straight Year
The first publicly available, searchable resource of impact investing fund managers zeroes in on some of the industry’s most impactful managers.
May 18, 2022 (Arlington, VA) – For the fifth straight year, Capital Impact Partners has been selected for the ImpactAssets 50 – a free, annual database for impact investors, family offices, corporate and family foundations, and institutional investors that features a diversified listing of private capital fund managers delivering social and environmental impact as well as financial returns.
Capital Impact, a leading mission-driven Community Development Financial Institution (CDFI), began offering its Capital Impact Investment Notes in 2017. The Investment Notes allow retail and institutional investors the opportunity to invest in the organization’s nationwide efforts to create social impact for disinvested communities.
Available for as low as $1,000, individual and institutional investors can purchase Investment Notes through their brokerage accounts and earn a financial, as well as a social, return on their investments.
“We’re honored that both ImpactAssets and our investors continue to recognize the importance – and the value – of the work that Capital Impact Partners has been doing for 40 years,” said Raymond Guthrie, Head of Capital Deployment for Capital Impact Partners and CDC Small Business Finance. “Our goal is to help create social and economic justice in disinvested communities throughout the United States while delivering strong financial returns.”
Funding from the Investment Notes helps expand Capital Impact’s national footprint to increase access to critical social services, including health care, education, healthy foods, affordable housing, cooperatives, and dignified aging facilities. To date, individuals and organizations have invested more than $200 million in Capital Impact Investment Notes.
Impact investing fills the funding gap between investors and communities. For example, it creates more opportunities for emerging developers of color, expands access to healthy foods, and increases the amount of affordable housing.
Capital Impact Investment Notes allow retail and institutional investors to invest as little as $1,000 in the mission-driven organization’s efforts. Capital Impact Partners has invested more than $2.5 billion to serve 6 million people and created more than 38,000 jobs in sectors critical to building equitable communities.
Capital Impact has seen robust interest in its S&P A rated notes, which were the first offered by a Community Development Financial Institution (CDFI), DTC-settled, and offered on a continuous basis in almost all U.S. states.
For more information, visit the Capital Impact Investment Notes website.
About Capital Impact Partners:
Through capital and commitment, Capital Impact Partners helps people build communities of opportunity that break barriers to success. We work to champion key issues of equity and social and economic justice by deploying mission-driven financing, capacity-building programs, and impact investing opportunities.
A nonprofit Community Development Financial Institution, Capital Impact has disbursed more than $2.5 billion since 1982. In 2020, Capital Impact launched a new enterprise with CDC Small Business Finance under one leadership team and national strategy to reinvent traditional and mainstream financial systems. Our goal is to ensure these systems equitably serve communities of color to drive community-led solutions that support economic mobility and wealth creation.
Our leadership in delivering financial and social impact has resulted in Capital Impact being rated by S&P Global and recognized by Aeris for our performance. Headquartered in Arlington, VA, Capital Impact Partners operates nationally, with local offices in Austin, TX, Detroit, MI, New York, NY, and Oakland, CA.
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. Firms have been selected to demonstrate a wide range of impact investing activities across geographies, sectors and asset classes.
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. To be considered for the IA 50 2022, fund managers needed to have at least $25 million in assets under management, more than three years of experience as a firm with impact investing, documented social and/or environmental impact and be available for US investment. Additional details on the selection process are available here.
The IA 50 Emerging Impact Managers list is intended to spotlight newer fund managers to watch that demonstrate potential to create meaningful impact. Criteria such as minimum track record or minimum assets under management may not be applicable.
The IA 50 Emeritus Impact Managers list illuminates impact fund managers who have achieved consistent recognition on the IA 50.
ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. As a leading impact investing firm, we offer deep strategic expertise to help our clients define and execute on their impact goals. Founded in 2010, ImpactAssets increases flows of money to impact investing in partnership with our clients through our impact investment platform and field-building initiatives, including the IA 50 database of private debt and equity impact fund managers. ImpactAssets has more than $2 billion in assets in 1,700 donor advised fund accounts, working with purpose-driven individuals and their wealth managers, family offices, foundations and corporations. ImpactAssets is an independent 501(c)(3) organization.