We believe in the power of private capital to create a better tomorrow.
With refined software-as-a-service (SAAS) technology built by a team of experienced finance/ESG professionals and veteran product engineering & design technologists, the company's tools are used by financial advisors to build socially selective customization, factor-tilt, and tax-efficiency into investment portfolios while quantifying their impact.
The portfolio generation, simulation, and reporting engine at Impact Labs was built by more than a dozen engineers and CFA-charterholders, the majority from M.I.T., the rest out of U.C. Berkeley, Georgia Tech and Eastern European Universities.
Customizable Impact -- introducing: Socially-Selective Investing℠
We enable Financial Advisors to offer an unprecedented level of portfolio customization for their clients and superior after-tax performance.
Some features of the first-of-a-kind algorithmic social impact portfolio construction tool set:
• Socially Selective℠ – One's core values can be inputs for the automated portfolio construction engine that seeks best-of-breed companies while building a responsibly-diversified portfolio: just a few taps and swipes on dozens of causes: Green/Sustainability, Food Quality, Equality, Weapons, Tobacco, etc.
• Tax Optimized – "Tax alpha" seeking, including gain and loss harvesting tailored to individual tax profile.
• Factor-Tilt and Smart Beta – Customized risk-return profiles are now available, such as price to book (valuation), return on equity (quality), etc., or for seeking 'minimum-volatility'.
Try it out for yourself: https://CustomESG.com#LI
Do you know your marginal tax rates? https://TaxImpacts.com
With refined software-as-a-service (SAAS) technology built by a team of experienced finance/ESG professionals and veteran product engineering & design technologists, the company's tools are used by financial advisors to build socially selective customization, factor-tilt, and tax-efficiency into investment portfolios while quantifying their impact.
The portfolio generation, simulation, and reporting engine at Impact Labs was built by more than a dozen engineers and CFA-charterholders, the majority from M.I.T., the rest out of U.C. Berkeley, Georgia Tech and Eastern European Universities.
Customizable Impact -- introducing: Socially-Selective Investing℠
We enable Financial Advisors to offer an unprecedented level of portfolio customization for their clients and superior after-tax performance.
Some features of the first-of-a-kind algorithmic social impact portfolio construction tool set:
• Socially Selective℠ – One's core values can be inputs for the automated portfolio construction engine that seeks best-of-breed companies while building a responsibly-diversified portfolio: just a few taps and swipes on dozens of causes: Green/Sustainability, Food Quality, Equality, Weapons, Tobacco, etc.
• Tax Optimized – "Tax alpha" seeking, including gain and loss harvesting tailored to individual tax profile.
• Factor-Tilt and Smart Beta – Customized risk-return profiles are now available, such as price to book (valuation), return on equity (quality), etc., or for seeking 'minimum-volatility'.
Try it out for yourself: https://CustomESG.com#LI
Do you know your marginal tax rates? https://TaxImpacts.com
Location: United States, California, San Francisco
Employees: 1-10
Founded date: 2015
Mentions in press and media 1
| Date | Title | Description |
| 19.10.2020 | How To Use Sustainable Investing To Increase Your Civic Power | Hand with tree growing from pile of coins, concept for business, innovation, growth and moneygetty |