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Responsible Investing, Redefined

Conversion · Experience · Retention

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Sustainable Investing

Customizable Impact, Quantified.

Direct indexing makes it a win-win:
Superior after-tax returns + Custom ESG


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: Direct Indexing

Custom ESG: choose which causes matter,
'swipe-left' or 'swipe-right'.

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.


Personalized Impact Metrics

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

Modern Investing

Impact Aware: Custom ESG

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

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.

Empowering High Performance Wealth Management

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 2019 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.

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.