Recap Investing launches a sustainable investing Robo-advisor

Written by The Recap Team

Recap is a tech-driven asset manager making sustainable investing simple.

Understand the difference your portfolio is having with Impact Dollars, Recap’s proprietary metric for measuring impact.

Long Island City, NY., October 8, 2020 — Recap Investing Inc. provides quantitatively-driven investment advisory and portfolio management services to clients seeking an investment strategy focused on incorporating environmental and social factors into their decision making process.

Recap offers customized, values-aligned portfolios making sustainability the simple, smart choice for investors. Recap provides retail investors with personalized impact portfolios that are expertly designed to track the market efficiently through diversification — an option that was previously only available to large institutions and wealthy individuals.

Recap offers 9 impact areas for clients to choose from and aligns all client portfolio investments with the social impact objectives established by the 17 United Nations Sustainable Development Goals.

Founded by 3 Wharton classmates, the team harnessed advancements in data and methods to measure impact in addition to ESG materiality and saw the opportunity to build a more impactful investing experience that anyone can access. Recap takes a sophisticated quantitative investing approach based on the teams’ collective expertise in risk analytics and building indexing strategies.

Recap CEO and Founder, Mike Chu, notes: “In our D2C offering, our goal is to make it as easy as possible for anyone who wants to add social impact to their investing to get started with minimal effort, and get access to a high quality portfolio that’s uniquely personalized for them.”

Recap Investing’s fee will be 50 bps but offers an early access opportunity to its customers for a limited time. Recap’s promotional pricing is lower than other sustainable Robo-advisors and human financial advisors at 25 bps for the first year.

Investors interested in learning more about Recap Investing’s early access opportunity and other offerings can find resources and request more information here.

About Recap Investing

Recap Investing is a sustainability-focused automated investing platform. For retail investors, we help define financial goals and impact objectives and build customized portfolios to achieve both at the same time.

Recap is an SEC-registered investment investor.

Investments are not FDIC Insured. Investments may lose value. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.

Please visit our website for additional information: https://recapinvesting.com

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Welcome to Early Access!

by Mike @ Recap

Our team has been dreaming, thinking, and working tirelessly on this product and we’re excited to share this with you. Read more about our the beginning of our CEO’s journey to use finance as a force for good.

The Power of Divestment

by Arthur Townend

Even before the modern era of ESG investing, the power of divestment was alive and well. Learn from one of our Fellows how protest divestment put direct pressure on the ruling National Party, and was pivotal in bringing about the end of apartheid and racial segregation in South Africa.

How I Was Called to Action

by Isabella Murray - McKay

Read a personal account from one of our fellows, Isabella Murray – McKay, as she describes her impact investing journey. She explores the role of sustainable principles in engaging young people and encouraging them to invest and shares the causes that motivated her to get involved.

Recap is a sustainable investing platform that enables you to easily invest in companies that share the same environmental and social values as you.

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Recap Investing Inc. is an SEC-registered investment adviser.

Brokerage services provided to clients of Recap Investing Inc. by Interactive Brokers LLC (https://www.interactivebrokers.com). Interactive Brokers is a member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission.

Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Before investing, consider your investment objectives and Recap's fees and applicable custodial fees.

By using this website, you understand the information being presented is provided for informational purposes only and accept our Privacy Policy. Recap Investing relies on information from various sources believed to be reliable but cannot guarantee the accuracy and completeness of that information. Nothing on this website should be construed as a solicitation or offer, or recommendation, to buy or sell any security. Investing involves risk. Past performance is not a guarantee or indicative of future returns.

Recap's performance is hypothetical and does not represent the investment performance or the actual accounts of any clients. The securities in the hypothetical portfolio were selected with the full benefit of hindsight, after their performance over the period shown was known. The results achieved in our simulations do not guarantee future investment results. The model performance information is based on the back-tested performance of hypothetical investments over the time periods indicated. “Back-testing” is a process of objectively simulating historical investment returns by applying a set of rules for buying and selling securities, and other assets, backward in time, testing those rules, and hypothetically investing in the securities and other assets that are chosen. Any comparisons to indices are provided for illustrative purposes only.