The White Oak Impact Fund is not just an investment vehicle It a movement where profit meets purpose and financial returns come with measurable social and environmental value Backed by financial experts economists and ESG analysts the White Oak Impact Fund empowers investors to create lasting change without sacrificing returns With a portfolio carefully designed around real world needs it channels capital into initiatives that drive clean energy affordable housing equitable lending and sustainable infrastructure Ashcroft Capital Lawsuit
Why White Oak? Trusted Experts Proven Framework
The fund is operated by White Oak Global Advisors a SEC registered investment advisor with a long standing commitment to responsible finance With over $10 billion in assets under management and a legacy of lending to underserved sectors White Oak uses data driven strategies and expert judgment to make investments that matter
Key Principles
Accountability Impact is measured verified and reported transparently
Intentionality Every investment must serve a clear social or environmental goal
Return Driven Financial discipline is non negotiable Investors deserve both impact and income
Real Impact Not Just Rhetoric
White Oak Impact Fund addresses systemic gaps not trends From small business lending in overlooked communities to renewable infrastructure in high need areas the fund mission is clear empower people protect the planet and deliver sustainable growth
Highlights
ESG Compliant Built on widely recognized ESG principles including those from the Global Impact Investing Network GIIN and UN Sustainable Development Goals SDGs
Third Party Verified Impact Results validated by independent evaluators using industry standard frameworks
Transparent Reporting Annual and quarterly updates with key impact metrics and fund performance
Portfolio Snapshot
1 Community Revitalization
Financing for affordable multi family housing
Revitalization of low income neighborhoods
Supporting minority owned business growth
2 Clean Energy & Infrastructure
Solar panel financing for schools and nonprofits
Bridge loans to wind and green hydrogen developers
Resilience focused construction for climate adaptation
3 Inclusive Finance
Lending to rural SMEs and BIPOC owned companies
Expanding access to working capital in underserved regions
Supporting job creation in areas with high unemployment
Designed for Today Conscious Investor
Whether you are an individual investor a family office or an institutional allocator the White Oak Impact Fund provides a way to align your investments with your values With a minimum investment tailored to accessibility and a structure designed to preserve liquidity and transparency this fund is built for modern ethical portfolios
Who Behind the Vision
White Oak Global Advisors was founded by a team of finance professionals with decades of experience in private credit public policy and sustainable development The Impact Fund leverages cross disciplinary expertise including
Dr Alicia Rennert former ESG strategist at BlackRock
James Monroe economist and community finance advisor
Kira Desai UN Global Compact advisory board member
Each contributor brings credibility ethics and a relentless commitment to transparency
Frequently Asked Questions
Is the White Oak Impact Fund profitable?
Yes It targets market rate returns while delivering social value Performance aligns with similar credit strategies offering both stability and upside
How is impact measured?
The fund uses the IRIS+ framework GIIN along with independent third party verification Impact reports are published regularly
What types of investors can join?
The fund is open to accredited investors family offices endowments and mission driven institutions
How risky is it?
It follows a conservative credit approach focusing on secured lending with due diligence risk controls and long term partnerships
Is it aligned with the UN Sustainable Development Goals SDGs?
Yes The portfolio maps directly to goals such as Affordable and Clean Energy Decent Work and Economic Growth and Reduced Inequalities
Can I see a track record?
Yes White Oak has over 15 years of experience in private credit and impact lending Historical data is available upon request
Conclusion
You are not just an investor You are a changemaker And the White Oak Impact Fund is your toolkit for doing just that With deep credibility mission aligned leadership and a clear commitment to ethical finance this fund invites you to take part in something bigger than profit
