Invest With Experience
With a team that has, on average, 20 years of experience in financial services, IMPACT is an innovative registered investment advisor that understands the specific needs of institutional investors. We know they demand financial results but are also increasingly aware of how their decisions can impact their communities and the world. We seek to help them achieve both priorities through fixed-income strategies that offer stable cash flows and returns.
STEWARDSHIP
STEWARDSHIP
A singular focus on stewardship to our investors and the assets they have entrusted to us.
LONG-TERM FOCUS
LONG-TERM FOCUS
Integrity, transparency and accountability lead to close alignment of interest between our owners, stakeholders and investors, supporting long-term relationships.
IMPACT
IMPACT
Investing without compromise—investments that transform communities without sacrificing financial performance—builds long-term value and a more sustainable world.
OPEN-MINDED AND STEADFAST
OPEN-MINDED AND STEADFAST
Exceptional long-term performance requires openness to new thinking, conviction in decision-making and obsession with details over multiple time horizons.
OPPORTUNISTIC
OPPORTUNISTIC
Efficient markets work in the long run but provide opportunities over shorter time horizons for those willing to invest in scalable “dusty corners.”
A Platform Proven Over Time
Over $2.5 Billion in investments originated in purpose-driven strategies since 1998. Roll over the chart to learn more.
As of 06/26/2023
Community IMPACT Loan Fund (CIL)
CIL was created in 2003 to provide continuous availability of capital to fund permanent mortgages on affordable multifamily housing. The Fund generates a steady source of high quality, standardized affordable multifamily mortgages to feed IMPACT’s Securitized Housing Loans Program.IMPACT’s Investment Decisions Support and Align with the following UN Sustainable Development Goals:
