The Impact Investing Platform

We believe in the power of business: our greatest force for creating a better tomorrow.


The right professional designation depends upon an advisor's niche.

Jason Escamilla, CEO of registered investment advisory firm ImpactAdvisor in San Francisco, is a CFA. He also heads Impact Labs, which provides portfolio-construction software for advisors.

“The retail investor wants clarity and certainty. The CFA charterholder knows all too well the risks and uncertainties.”

U.S. News, July 2020

We’re in a recession — will the stock market ever act like it?

“Historical valuation fundamentals are less important than the basic laws of supply and demand, which always prevail, however volatile along the way,” says Jason Escamilla, CFA, CEO at ImpactAdvisor, an advisory in San Francisco.

He points out that cash on the sidelines is at all-time highs, as everyone else waits for the dip, too, indicating that investors have been waiting for the pullback for some time. That strategy of waiting, too, may be a crowded trade that ends up offering investors only modest returns.

Bankrate, June 2020

Will a rise in dark-pool trading impact retail investors?

“I don’t see dark pools as a problem in and of themselves. The point is, the retail investor is a different animal from someone who needs to move a large number of shares in a dark pool.” -Jason Escamilla, CEO

Money Observer, Feb. 2020

Impact Labs Introduces IMPACT Full Stack ('IMPACTx'):

An Integrated ESG/Sustainable Investing and Reporting Solution
Responsible Investing, Redefined

The tech-enabled responsible investing offering is designed for investment professionals ready to graduate beyond traditional investing and incorporate impact, sustainability, and values- or mission-aligned goals

By adding expertise in values-aligned investing, traditional advisors can enhance their relationship with existing clients and expand their addressable market for new clients.

PR Newswire, Oct. 2019

A vegan ETF just launched. Should you buy?

...a new portfolio simulation website called Vegemize that helps people pick individual stocks and even bonds from companies that match specific social metrics for things like gender equality and CO₂ emissions.

CNN, Sept. 2019

Impact Labs Introduces Vegan-Themed Index-Tracking Portfolio Simulator:

I've yet to meet a vegan who did not care about ingredients, says Jason Escamilla, CFA, Impact Labs' CEO.

But when it comes to 'putting your money where your mouth is,' Vegan or 'green' clients must still demand maximized returns and optimized risk when investing their savings. Our software can deliver on both, while also quantifying the client's impact where it matters most.

PR Newswire, Sept. 2019

Understand Your Investing Risk Tolerance

Jason Escamilla, CEO at Impact Labs in San Francisco, describes a two-step plan for tackling client risk: First, protect the client’s wealth and second, ensure they can meet their goals. When approaching risk, Escamilla incorporates both emotion and analytical risk analysis.

U.S. News, July 2019

Seven Best Retirement Stocks to Buy and Hold

“Apple is a well-run growth company that has extraordinary profit margins at a reasonable valuation.”
“It is further de-risked when you consider management's continued preference for buying back shares over pursuing untested and lower margin alternatives,”
-Jason Escamilla, CEO at Impact Labs

U.S. News, July 2019

Using investments to make a difference

Most investors believe there is a trade-off between one’s values and one’s investment returns. This is left over from the days of overpriced investment products

“Historically, on average, socially selective funds underperformed the market for the same reason other name-brand, actively managed funds did: high fund expenses,” said Jason R. Escamilla, CEO of Impact Labs in San Francisco

“Socially selective funds were a niche market that required a marketing & sales budget to attract investors,” he explained.

Mass Mutual, July 2018

When Social Responsibility Becomes an Investment Strategy

"Social responsibility is the central theme of US-based software provider Impact Labs. In September, it announced the launch of the first algorithmic portfolio software solely for those who actively adopt ESG investing."

Waters: Trading Technologies for Financial-Market Professionals, Dec. 2016

Impact Investing For the Rest of Us

"The advent of robo-advisors can make sustainable and impact investing automating the process and using algorithms to invest according to a customer’s preferences."

ImpactAlpha, Oct. 2016

Want to explore the impact metrics?
Explore Impact Metrics?
Impact Labs Inc.

Empowering High Performance Wealth Management

We believe in the power of business: our greatest force for creating a better tomorrow.

Responsible Investing, Redefined

©2021 Impact Labs Inc. All Rights Reserved.