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Impact funds

Overview Four key stages to impact investing Key Contacts FAQ

Overview

Impact investments are defined by the Global Impact Investing Network (GIIN) as ‘investments made with the intention of generating positive, measurable, social and environmental impact alongside a financial return’.

Changes in the international regulatory landscape, together with the COVID-19 pandemic, have accelerated investors’ interest in sustainable investments alongside their awareness of global issues like climate change, social inequality, and ethical governance.

How we can assist

IQ-EQ has a strong track record in providing back-office services to both regulated and un-regulated impact funds. Our global reach with 5,000+ professionals across 25 jurisdictions ensures we have the expertise to fully support our clients impact investment objectives.

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Four key stages to impact investing

There are four key stages to impact investing

Raising capital and fund distribution

  • A fund-raising document repository
  • AIF depositary services
  • AIF fund umbrella for plug-and-play fund launch
  • Assist with accreditations including PRI, B Corp etc.
  • Assist with filling of ESG DDQs
  • Assistance with a full regulatory authorisation and approval process
  • Cash management
  • Compliance services
  • Development of ESG policies and processes
  • ESG Health Check
  • ESG Regulatory compliance including SFDR
  • Fund accounting and reporting, including financial statement preparation
  • Investor and manager due diligence
  • Licensed AIFMs in multiple jurisdictions
  • Outsourced business solutions, including office space and payroll
  • Provision of AML, KYC and MLRO services through industry leading systems including our RegTech system MaxComply
  • UK regulatory hosting

Deploying capital

  • Compliance support in relation to transactional due diligence
  • Development of ESG DDQ
  • ESG reporting powered by IQ-EQ Compass
  • ESG reputational assessment
  • ESMS development at fund and portfolio company level
  • Investor capital calls, including dealing with all investor queries
  • KPI determination and ESG value and impact creation
  • SPV and holding company services

Monitoring investment and opportunities

  • Access to data and analytics for you and your investors
  • Accounting and investor reporting
  • AIFMD Annex IV reporting
  • Annual impact reporting
  • Assistance with accreditations including PRI, B Corp etc.
  • Assistance with filling of ESG DDQs
  • Development of investor communication
  • Directorship services
  • ESG regulatory compliance including SFDR
  • Fund administration and transfer agency services
  • Health Check and ESG policy development
  • Investor services
  • Portfolio Monitoring Solutions, powered by IQ-EQ Cosmos
  • Risk management, including reporting, portfolio analytics and data access
  • Valuation reviews

Exit

  • Carried interest and fee calculations
  • Development of tailored investor communication demonstrating ESG/impact achievements
  • Investor distributions
  • Liquidations
  • Tax filings and compliance

Key Contacts

Mirek Gruna

Regional CCO, UK, Ireland and Crown Dependencies

Jersey

+44 1534 714486

FAQ

Impact funds FAQs

What is an impact fund?

Impact investment funds are strategies focused on generating positive social or environmental outcomes alongside financial returns. These funds intentionally contribute to measurable and beneficial changes in society or the environment.

How do impact funds differ from traditional investment funds?

Impact investment funds set themselves apart by prioritising specific, measurable social and environmental goals, in addition to long-term financial returns. This dual-purpose approach distinguishes them from traditional investment funds, which primarily focus on the bottom line.

What are the focus sectors and areas for impact funds?

Impact funds focus on responsible investment in sectors like sustainable agriculture, renewable energy, conservation, microfinance, and accessible basic services like housing, healthcare and education.

Overview Four key stages to impact investing Key Contacts FAQ
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Working with IQ-EQ has been seamless – you and your team understand our business, advise us appropriately, and handle your side of our collective partnership so that we can focus on making good investment decisions. Evan Gibson SVP, Merchants Capital

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