“Factor investing essentially distills what’s been the largest driver of the performance”
-Jason Escamilla, CEO
Fund Intelligence , Dec 2018
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
Impact Labs Expands Social Impact Portfolio Engine
"Impact Labs, a SAAS provider, has added factor-tilt and smart beta options to its social impact portfolio construction platform."
WealthManagement.com, May 2017
Impact Labs Expands Software Offering for High-Performance Wealth Management: Smart Beta and Factor-Tilt
"A New and Unique Institutional-Grade Social Impact Offering for Financial Advisors and Mainstream Investors."
PR Newswire, May 2017
How To Invest Your Money Responsibly, Sustainably, Or For Impact (They’re Not The Same)
"If you want to put your money to work and to doing good, here’s everything you need to look for."
Fast Company, May 2017
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 less...by automating the process and using algorithms to invest according to a customer’s preferences."
ImpactAlpha, Oct. 2016
Top Portfolio Products: Impact Labs Adds SRI Portfolio Generation Software
"Impact Labs launched an algorithmic portfolio generation and customization tool that it says builds a properly diversified investment portfolio while optimizing for social value and maximizing after-tax performance."
ThinkAdvisor, Sept. 2016
Impact Labs Launches First-of-a-Kind Algorithmic Socially Responsible Portfolio Management Software
"MIT Team makes it easy: investors can now swipe-right for equality, sustainability and dozens more causes and if, like one prominent New England Quarterback, you consider cola to be 'poison for kids', you have the option to swipe-left on Big Sugar. Impact Labs wants to empower advisory firms with an unprecedented level of portfolio customization."
PR Newswire, Sept. 2016