Our Mission

Launched in 2018, JPMorgan Chase’s Impact Finance and Advisory (IFA) team offers capital tools and advisory solutions to advance the Firm’s environmental and social impact objectives. The team invests a dedicated pool of JPMC capital to help fill the gap between philanthropic and traditional capital by lending to, investing in, and advising financial intermediaries, funds, and companies that advance inclusive, sustainable growth and racial equity. We focus on five strategic areas:

Shuman Chakrabarty

Through our Impact Finance & Advisory team, JPMorganChase is able to expand the tools it uses to drive change beyond traditional philanthropy. This effort enables us to bring the full resources of the Firm to bear, including our lending and investing expertise, to address some of the most pressing challenges society faces today

Shuman Chakrabarty

Head of Impact Finance & Advisory

What we do

Impact Finance & Advisory (IFA) deploys financial products and provides advice to clients in order to advance strategic drivers of inclusive, sustainable growth and racial equity. Sample product suite includes:

  • Flexible credit products for mission-driven financial intermediaries (such as Community Development Financial Institutions)
  • Equity investments in early-stage, mission driven companies
  • Equity investments in Small Business Investment Corporations focused on LMI or diverse/women/veteran entrepreneurs, and funds focused on affordable housing preservation or new construction
  • Bespoke advisory for JPMC’s corporate clients on impact- and ESG-related financing

Our partners: Debt

Ascendus

Ascendus

Florida, Massachusetts, New York
Debt
Small Business
Q4 2020

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California Rebuilding Fund

California Rebuilding Fund

California
Debt
Small Business
Q3 2022

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Capital Good Fund

Capital Good Fund

Dallas and Houston, TX, Miami, FL, Chicago, IL, and Wilmington, DE
Debt
Financial Health
Q4 2021

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CDC Small Business Finance

CDC Small Business Finance

California, Detroit, Washington D.C.
Debt
Small Business
Q4 2020

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Chase Invest Detroit Fund

Chase Invest Detroit Fund

Detroit, MI
Debt
Neighborhood Development
Q2 2014

Chicago Community Loan Fund

Chicago Community Loan Fund

Chicago, IL
Debt
Neighborhood Development
Q4 2018
Q3 2024

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City First Enterprises

City First Enterprises

Washington, D.C., Maryland, and Virginia
Debt
Neighborhood Development
Q3 2022

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CPCA COVID Response Loan Fund

CPCA COVID Response Loan Fund

California
Debt
Humanitarian Relief
Q4 2020

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Craft3

Craft3

Washington, Oregon
Debt
Small Business
Q4 2020

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Detroit Housing for the Future Fund

Detroit Housing for the Future Fund

Detroit, MI
Debt
Neighborhood Development
Q3 2020

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Detroit Neighborhoods Fund

Detroit Neighborhoods Fund

Detroit, MI
Debt
Neighborhood Development
Q2 2014

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Habitat Mortgage Solutions

Habitat Mortgage Solutions

National
Dbet
Neighborhood Development
Q3 2023

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Hogar Hispano

Hogar Hispano

National
Debt
Neighborhood Development
Q42023

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Housing for Health Fund

Housing for Health Fund

Oakland & Northern CA
Debt
Neighborhood Development
Q4 2019

Housing Partnership Fund

Housing Partnership Fund

Chicago, Central Puget Sound, Baltimore-Washington, D.C. Area
Debt
Neighborhood Development
Q2 2020

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Inclusiv

Inclusiv

National
Debt
Financial Health
Q3 2023

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Invest Detroit Foundation

Invest Detroit Foundation

Detroit, MI
Debt
Neighborhood Development
Q1 2019

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National Association for Latino Community Asset Builders

National Association for Latino Community Asset Builders

National
Debt
Neighborhood Development
Q4 2020

National Housing Trust Community Development Fund

National Housing Trust Community Development Fund

Greater Washington, D.C. Area
Debt
Neighborhood Development
Q3 2020

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Opportunity Finance Network

Opportunity Finance Network

National
Debt
Neighborhood Development & Small Business
Q4 2021

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Reinvestment Fund HBCU Brilliance Initiative

National
Debt
Jobs & Skills
Q3 2024

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Resident Ownership Capital (ROC)

Resident Ownership Capital (ROC)

California, Colorado, Texas
Debt
Neighborhood Development
Q3 2021

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Small Business Flex Fund

Small Business Flex Fund

Washington
Debt
Small Business
Q3 2021

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The Bay's Future Fund

The Bay's Future Fund

Northern California
Debt
Neighborhood Development
Q4 2020

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The San Francisco Housing Accelerator Fund

The San Francisco Housing Accelerator Fund

San Francisco, CA
Debt
Neighborhood Development
Q4 2019

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The Southern Opportunity And Resilience (SOAR) Fund

The Southern Opportunity And Resilience (SOAR) Fund

Southern and Southeastern United States
Debt
Small Business
Q2 2021

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TruFund Financial Services

TruFund Financial Services

Louisiana, New York,  Texas
Debt
Small Business
Q4 2020

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UNICEF

UNICEF

Global
Debt
Humanitarian Response
Q3 2023

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Our partners: Equity

American South Real Estate Fund

American South Real Estate Fund II, LP

American Southeast
Equity
Neighborhood Development
Q3 2023

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Avante Capital Partners SBIC III, LP

National
Equity
Small Business
Q3 2023

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Bridge Investment Group

Bridge Workforce and Affordable Housing Fund II, LP

National
Equity
Neighborhood Development
Q3 2023

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Carbon Direct Capital logo

Carbon Direct Fund II, LP

Global
Equity
Sustainability
Q3 2022

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MSquared

Equitable Housing Solution Fund I, LP

National
Equity
Neighborhood Development
Q3 2023

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FutureFit AI

FutureFit AI

Global
Equity
Jobs & Skills
Q1 2022

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HCAP Partners IV & V, LP

National
Equity
Small Business
Q3 2023

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Ironwood Capital

Ironwood Capital Partners V SBIC, LP

National
Equity
Small Business
Q3 2023

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Pivotal Capital Partners

Pivotal Capital Fund I & II, LP

National
Equity
Small Business
Q3 2023

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Propel

Propel

National
Equity
Financial Health
Q1 2022

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SDS Supportive Housing Fund

SDS Supportive Housing Fund, LP

California
Equity
Neighborhood Development
Q3 2023

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St. Cloud Capital Partners IV SBIC, LP

St. Cloud Capital Partners III & IV SBIC, LP

National
Equity
Small Business
Q2 2023

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Transfr

Transfr

National
Equity
Jobs & Skills
Q3 2023

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Upswing

Upswing

National
Equity
Jobs & Skills
Q1 2021

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Washington Housing Initiative

Washington Housing Initiative

Washington, D.C.
Equity
Neighborhood Development
Q2 2019

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