ImpactAssets Appoints Scott Nance Head of Business Development and Amy Bennett Director of Marketing

BETHESDA, Md., April 05, 2016 -- ImpactAssets, a nonprofit investment firm seeking to increase the flow of capital to impact investing, announced today that it has expanded its sales and marketing leadership, naming Scott Nance Head of Business Development and Amy Bennett Director of Marketing.

In his role, Mr. Nance will be responsible for leading the distribution strategy of ImpactAssets’ innovative products – including its rapidly-growing donor-advised fund and impact debt securities – and will focus on developing partnerships with wealth advisor networks and expanding direct relationships with highly engaged impact investors. Prior to joining ImpactAssets, he was a Principal at ARK Global, a provider of institutional sales and marketing consulting services for leading alternative investment managers. Previously, he led and managed sales and distribution efforts for several financial organizations, including Equinox Fund Management, Robeco, Bank of America and Welton Investment Partners. Mr. Nance currently serves as Head of the Chartered Alternative Investment Analyst Association® (CAIA) San Francisco chapter.

Ms. Bennett, who joined ImpactAssets in 2015, will expand her role, overseeing the strategic direction of all marketing at ImpactAssets and implementing a comprehensive program in support of investment products and field-building initiatives. She brings a wealth of financial services experience to ImpactAssets, including serving as a leader of marketing and strategy for Altegris, where she headed the development and implementation of comprehensive multi-channel sales and marketing strategies. She also managed key marketing functions at Guggenheim Investments, BlackRock and Barclays Global Investors.

“We are seeing a surge in interest as impact investing grows beyond early adopters,” said Tim Freundlich, President of ImpactAssets. “Scott and Amy will play a critical role in helping advisors, private offices and individual investors gain access to the unique impact products, information and thought leadership that we offer. It’s an exciting time at ImpactAssets and we are thrilled to have these experienced leaders on our team.”

Impact Assets’ product offering and information resources include:

• The Giving Fund, an innovative donor advised fund that leverages the power of impact investing to put more money to work for social and environmental benefit.
• The ImpactAssets Microfinance Plus Note and the ImpactAssets Global Sustainable Agriculture Note – five-year debt securities that are well diversified across borrowers, geographies and maturities and target an interest rate range of 2.75% to 3%. The Notes can be held in brokerage accounts and offer a liquidity feature.
• The ImpactAssets 50, an annual list for investors and their financial advisors to identify experienced impact investment fund managers and explore the landscape of potential investment options.

“I am thrilled to join ImpactAssets, a pioneer in democratizing impact investing,” said Mr. Nance. “The firm is uniquely suited to connect financial advisors and their clients with innovative impact investing products that are a ‘win-win’ proposition for investors and mission-related projects. Impact Assets has created a unique space for itself in the financial services industry and I’m excited to build on this strong foundation.”

"I look forward to working with our talented leadership team to deepen awareness of our product set and expand access to impact investing," said Ms. Bennett. "ImpactAssets is an iconic leader in impact investing, and our marketing and communications efforts will play a vital role in further growing our brand and our impact."

About ImpactAssets:
ImpactAssets is a nonprofit financial services firm that increases the flow of capital into investments delivering financial, social and environmental returns. ImpactAssets’ donor-advised fund (“The Giving Fund”), impact investment notes, and field-building initiatives enable philanthropists, other asset owners and their wealth advisors to advance social or environmental change through investment.

Contact: Amy Bennett, Director of Marketing
(415) 370-4899