ImpactAdvisor
Founder
Jason R. Escamilla, CFA
20+ years in Finance • CEO: @impactadvisor @impactlabs • @university-of-california-berkeley-6 • @mit-sloan-school-of-management
20+ years in Finance • CEO: @impactadvisor @impactlabs • @university-of-california-berkeley-6 • @mit-sloan-school-of-management
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Experience
Alhambra Capital
Founder, Managing Director
CoachMyVideo
Founder, CEO
Joe Feshbach Partners
Employee
Curative Health Services
Employee
Seneca Capital Management
Employee
Impact Labs
Founder
Founder
Employee
Projects
Impact Labs adds Smart Beta and Factor-Tilt
SAN FRANCISCO, May 4, 2017 /PRNewswire/ -- Impact Labs announced today that factor-tilt and smart beta options have been added to its offering. Spun out of… · More ImpactAdvisor LLC two years ago, Impact Labs is a pioneer in the development of technology to enable high-performance wealth management with a specific focus on tax optimization and the unique ability to integrate a wide range of social impact options into a single investment portfolio.
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.
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'.
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.
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'.
Invest in alignment with your core values
ImpactAdvisor LLC ("ImpactAdvisor") is an investment advisor registered in California. This website should not be construed as a solicitation or… · More offer to sell investment advisory services or as an offer or recommendation to trade in any security. Financial services are only provided to investors who become ImpactAdvisor clients after entering into a written agreement.
Factor-Tilt & Smart Beta added to Portfolio Engine
May 4, 2017 /PRNewswire/ -- Impact Labs announced today that factor-tilt and smart beta options have been added to its offering. Spun out of ImpactAdvisor… · More LLC two years ago, Impact Labs is a pioneer in the development of technology to enable high-performance wealth management with a specific focus on tax optimization and the unique ability to integrate a wide range of social impact options into a single investment portfolio.
Factor-Tilt & Smart Beta added to Automated Offering
May 16, 2017 /PRNewswire/ -- ImpactAdvisor today announced that factor tilt and smart beta investment strategies have been added to their wealth management… · More advisory offering that includes socially selective options and tax efficiency. ImpactAdvisor is a Registered Investment Advisor (RIA) that offers a full range of wealth management services for mainstream investors from institutional-grade full-service advisory to robo-advisor automated investing.
Optimizes for social value & after-tax returns
SAN FRANCISCO, Sept 8, 2016 /PRNewswire/ -- Introducing: Socially-Selective℠ Investing. If you feel strongly, for example, about climate change, equality,… · More sustainability, gun control, and dozens more, now you can have your values reflected in your investment portfolio. The software builds a properly diversified investment portfolio while optimizing for social value and maximizing after-tax performance.
Education
About
Achievements
I started my career on the buy-side at Seneca Capital more than 20-years ago where we managed institutional investment portfolios: university endowments, pension funds, etc. We also specialized in custom-tailored socially responsible mutual funds and individual portfolios. For high-net-worth clients, we offered tax-efficient, individually-tailored portfolios.
In addition to equity trading, research and portfolio management, I designed & implemented our fully integrated portfolio trading and rebalancing software. This helped us scale from $1B of AUM to $10B+ with only a 50% increase in headcount over five years, allowing a small team to manage hundreds of portfolios, many of which optimized for SRI/tax-efficiency.
Today's modern-minded investors are asking for change. I founded Impact Labs and ImpactAdvisor to answer that call, designed from the ground up to be unbiased, client-centric and optimized on delivering institutional grade after-tax returns for the mainstream investor.
Describe the most impressive thing you've done.
Locations