JE
Jason Escamilla
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Work Experience
CEO
Present
Company Details
2-10 Employees
We believe in the power of private capital to create a better tomorrow. With refined software-as-a-service (SAAS) technology built by a team of experienced finance/ESG professionals and veteran product engineering & design technologists, the company's tools are used by financial advisors to build socially selective customization, factor-tilt, and tax-efficiency into investment portfolios while quantifying their impact. The portfolio generation, simulation, and reporting engine at Impact Labs was built by more than a dozen engineers and CFA-charterholders, the majority from M.I.T., the rest out of U.C. Berkeley, Georgia Tech and Eastern European Universities. Customizable Impact -- introducing: Socially-Selective Investing℠ We enable Financial Advisors to offer an unprecedented level of portfolio customization for their clients and superior after-tax performance. Some features of the first-of-a-kind algorithmic social impact portfolio construction tool set: • Socially Selective℠ – One's core values can be inputs for the automated portfolio construction engine that seeks best-of-breed companies while building a responsibly-diversified portfolio: just a few taps and swipes on dozens of causes: Green/Sustainability, Food Quality, Equality, Weapons, Tobacco, etc. • Tax Optimized – "Tax alpha" seeking, including gain and loss harvesting tailored to individual tax profile. • Factor-Tilt and Smart Beta – Customized risk-return profiles are now available, such as price to book (valuation), return on equity (quality), etc., or for seeking 'minimum-volatility'. Try it out for yourself: https://CustomESG.com#LI Do you know your marginal tax rates? https://TaxImpacts.com
Year Founded
2015
Social Media
LinkedinFacebookTwitter
Industry
IT Services and IT Consulting
HQ Location
SF, CA 94111, US
Keywords
SoftwareFinanceSRIESGSmart BetFactor-tiltSAAS
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