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Customizable Impact. Quantified.

First-of-a-Kind
Impact & Socially-Selective Portfolio Management:
CustomESG.com

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Sustainable Investing

An unprecedented level of customization.

It's win-win:
Superior after-tax returns + Socially-Selective


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.

How It Works: CustomESG.com

Choose which causes matter:
'swipe-left' or 'swipe-right'.

We algorithmically build a personalized index of companies optimized for return & risk plus any Socially-Selective + smart beta/factor-tilt preferences.

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


We create & quantify personalized index portfolios,

optimized on traditional factors:
  ·   Beta, div. yield, P/E, P/B
  ·   Economic sectors, geography, etc.
  ·   vs. S&P 500 or international benchmarks
 
plus corporate impact:
  ·   Green house gas (GHG) emissions   
  ·   % of women in management  
  ·   Sustainable Dev. Goals (SDGs)
  ·   Workforce metrics, etc.
 
vs. U.S. & global benchmarks.

Modern Investing

Impact Aware: Socially-Selective

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

Factor-Tilt & Smart Beta

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

Tax-Smart

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

link: our 2019 tax calc·optimizer

No-compromise investing, without compromising performance.

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


Thus, we can help you 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.

Empowering High Performance Wealth Management

Why IMPACT LABS

Impact Labs is a pioneer in the development of technology to enable high-performance 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 2019 tax calc·optimizer

Experienced Team

Our CEO, CTO, Product Strategist & Corporate 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.

Empowering High Performance Wealth Management

Our Mission is to make Modern Investing available to everyone.
Modern Investing: Individually-Optimized, Socially-Selective + Tax Smart

©2019 IMPACT LABS INC. All Rights Reserved.