Customizable Impact. Quantified.
Impact & Socially-Selective℠ Portfolio Management:
An unprecedented level of customization.
Superior after-tax returns + Socially-Selective℠
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.|
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'.
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
Impact Labs is a pioneer in the development of technology to enable high-performance wealth management.
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.
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
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
Our Mission is to make Modern Investing available to everyone.
Modern Investing: Individually-Optimized, Socially-Selective℠ + Tax Smart
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