Asset ManagerRIA · CRD 282472SEC-Registered

Updated:

Impact Shares

Impact Shares provides investors with equity market proxies while investing consistently with established leaders in values based investing. We partner with...

Impact Shares

Impact Shares provides investors with equity market proxies while investing consistently with established leaders in values based investing. We partner with foundations/religious denominations and socially responsible organizations to gather capital and deploy it in a manner to advance their organization's mission. The benefit to the organization is the additional capital to put to work influencing their policy area of interest more dramatically.

General information

Firm type

Asset Manager

Year founded

2015

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Chicago, IL, United States

Principals

Ethan Powell

Founder & CEO

Emily Chew

Chief ESG Officer

Sector focus

ESG InvestingExchange Traded FundsSustainable Investing

Frequently asked questions

Who runs investment decisions at Impact Shares?

Founder and CEO Ethan Powell leads strategy. The firm's ETFs are based on indexes from third-party providers like Morningstar, with sector and ESG screens. Nonprofit advisory boards for each ETF review the screening methodology but do not make individual stock selections.

How does Impact Shares’ fee structure support nonprofits?

Impact Shares ETFs charge a management fee from which a portion is donated to the partner nonprofit. For the YWCA Women's Empowerment ETF, a stated percentage of the fund's net assets is contributed to the YWCA annually. This structure aligns asset growth with charitable giving.

What investment stages or asset classes does Impact Shares focus on?

Impact Shares exclusively offers exchange-traded funds that invest in publicly traded US equities. The firm does not engage in private markets, direct investments, or alternatives. Its funds follow thematic indexes with ESG criteria.

Is Impact Shares structured as a nonprofit or a for-profit entity?

Impact Shares is a for-profit registered investment adviser. However, each ETF operates with a nonprofit oversight board — the YWCA board for WOMN, and the NAACP board for NACP. That hybrid structure is central to its mission alignment.

Does Impact Shares have other funds besides WOMN and NACP?

As of 2024, the firm's known offerings are the YWCA Women's Empowerment ETF (WOMN) and the NAACP Minority Empowerment ETF (NACP). The firm has not announced additional funds.

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