Know Your Portfolio, Understand Your Impact
Choose any combination from our 9 Impact Areas.
Understand the difference your portfolio is having with Impact Dollars, Recap’s proprietary metric for measuring impact.
Take it one step further with Impact Stories, curated analysis to help you understand the company activities that contribute to impact.
Built for Performance AND Impact
Recap’s data-driven investing technology combines the latest innovations in “ESG” (Environmental, Social, Governance) and impact research with Nobel Prize-winning financial models.
You get a personalized portfolio strategy uniquely designed for the impact you want to have and built to track the market efficiently.
Get Started in 3 Easy Steps
1. Set your financial goals
Tell us about yourself and your financial goals. This lets us build the portfolio most suitable for your unique situation.
We’ve made this process as easy as possible.
2. Choose your impact areas
Continue by telling us which impact areas mean the most to you. Choose any combination of our nine Recap Impact Areas to best reflect the issues you care about.
Our impact areas are fashioned around the UN Sustainable Development Goals.
3. See your portfolio’s impact
Finally, we show you a portfolio preview including your personalized impact and historical model portfolio performance. Here you’re able to make final adjustments as you prefer.
When you’re all set, we help you open and fund your account.
Recap is a sustainable investing platform that enables you to easily invest in companies that share the same environmental and social values as you.
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.
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.