ImpactAssets Capital Partners offers investment advice to institutional clients, focusing on impact investing. They help clients define their impact and financial goals, then recommend investments that align with those objectives. Their services include investment strategy, due diligence, portfolio construction, and monitoring. They specialize in private placements but also advise on ESG-focused mutual funds and ETFs.
Fee Structure
ImpactAssets Capital Partners charges investment advisory fees based on a percentage of the value of the assets they manage for certain clients. The exact percentage depends on factors like the complexity of the investment strategy, the size of the engagement, whether the recommendations are for US or international investments, and whether they involve debt, equity, private, or public investments. Fees can be up to 2.5% for the most complex engagements.