IMPACT ADVISOR | Socially-Selective, Tax-Smart Wealth Management

The Newest Metric for Financial Success: Customers’ Emotions

"For Jason Escamilla, CEO of ImpactAdvisor, a wealth management firm that focuses on values-based investments, emotions and money are inextricably linked, as values-based investments are often driven by emotional responses to causes. (For example, an investor may choose not to invest in companies that he or she sees engages in practices detrimental to the environment.)

But..."Being emotional is not an edge in investing," he said."

Tearsheet, Aug. 2017

ImpactAdvisor Expands Algorithmic Social Impact Investment Offering for Mainstream Investors

"Factor tilt and smart beta investment strategies have been added to their wealth management advisory offering that includes socially selective options and tax efficiency."

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

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

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 issue

Impact Investing For the Rest of Us

"The advent of robo-advisors can make sustainable and impact investing less costly than going through a human financial advisor by automating the process and using algorithms to invest according to a customer’s preferences. ....Impact Labs provide(s) investors with choices to invest in environmental or social issues."

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-Generation 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

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