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IMPACTx · Responsible Investing, Redefined

Empowering High Performance Wealth Management

Growth · Engagement · Retention

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IMPACTx
Sustainable Investing

Superior after-tax returns
+
Customizable impact, quantified




CLIMATE CHANGE / SUSTAINABILITY
 
GENDER EQUALITY
 
GUN CONTROL
 
MILITARY SUPPORT
 
BIG TOBACCO
 
Customize your portfolio with over 50 other causes.
Select causes
CLIMATE CHANGE / SUSTAINABILITY
 
GENDER EQUALITY
 
GUN CONTROL
 
MILITARY SUPPORT
 
BIG TOBACCO
 
Customize your portfolio with over 50 other causes.

Responsible investing, defined by you:

How it Works
IMPACTx Direct Indexing:

① Select benchmark(s) or custom risk targets
② Define your metrics
your "x"

We algorithmically build a personalized index of companies optimized for return, risk and impact metrics.

Our software handles portfolio generation, reinvestment & rebalancing, optimized to any client's individual tax profile.

IMPACTx Direct Indexing

Custom Impact·ESG

Causes/one's core values can be an input for the IMPACTx portfolio construction engine that seeks best-of-breed companies while building a responsibly-diversified portfolio.

Tax-Smart

'Tax alpha' seeking, including gain & loss harvesting tailored to individual tax profile, can add 1-2% annually.

link: our tax calc·optimizer

Factor-Tilt & Smart Beta

Customized risk-return profiles, such as price to book (valuation), return on equity (quality), etc., or for seeking 'minimum-volatility'.

IMPACTx Direct Indexing: no-compromise investing, without compromising performance.

By direct indexing, our software can eliminate unnecessary fee & expense layers -- the middlemen -- by algorithmically building & rebalancing personalized-index portfolios. Beyond expense savings, we eliminate hidden costs/tax-erosion from traditional offerings that ignore tax impacts: for superior after-tax results.


We make it easy for you to build and manage an investment portfolio optimized for your client's values or social-impact preferences while providing consistent 'tax alpha' with lower comparative risk than traditional mutual fund & ETF offerings that merely attempt to boost pre-tax performance.

Why IMPACT LABS

Impact Labs is a pioneer in tech-driven wealth management.

Leading Edge Technology

Our software and APIs are built with the unique ability to integrate an unprecedented range of social impact options into a single investment portfolio that is optimized for after-tax return and risk.

Superior After-Tax Results

We eliminate the traditional performance drag from middlemen, fees, expenses & unnecessary turnover: investors get keep more of their portfolio returns. For investors where taxes are constantly eroding profits, we include sophisticated 'tax-alpha' seeking overlays that can add 1-2%+ annually.      Tap    for our tax calc·optimizer

Experienced Team

Our CEO, CTO & Product Strategist each bring 20+ years of experience and they are complemented by our team of next-generation technology & design experts.    Team page    

Want to learn more?
Want to learn more?
Impact Labs Inc.

Customizable Impact, Quantified: IMPACTx

Empowering High Performance Wealth Management

We believe in the power of private capital to create a better tomorrow.
Responsible Investing, Redefined

©2019 Impact Labs Inc. All Rights Reserved.