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Recap Investing launches a sustainable investing Robo-advisor

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Recap Investing launches a sustainable investing Robo-advisor

October 09
06:15 2020
Recap is a tech-driven asset manager making sustainable investing simple.

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 impact factor including environmental, social, and corporate governance (ESG) factors into their investment-making decision 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 very 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 Co-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-advisor 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:

Contact: Carolyn Allwin, [email protected]

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Media Contact
Company Name: Recap Investing
Contact Person: Carolyn Allwin
Email: Send Email
City: Long Island City
State: NY
Country: United States