Recent tragedies across the country have reinvigorated the conversation around firearms. Your clients may ask about their portfolio exposure to the industry and what they can do to reflect their perspectives within their investments.
At Envestnet, we believe financial wellness means more than just helping your clients meet their financial goals – it’s also about helping your clients to reflect on the impact they want their wealth to have on the world. As an advisor, engaging with your clients on their views is a way to help them do both.
Values-aligned investing and firearms
Envestnet’s Sustainable Investment View within the proposal tool provides a lens into client portfolios to better understand exposure to a wide range of business activities, including firearms.
Within the Research Center on the Envestnet platform, advisors can also filter on investment products that have explicit screens on companies involved in the distribution, sale, or use of small arms. At the time this article was written, 567 investment products across MFs, ETFs and SMAs employ a small arms exclusion.
Portfolio screening options
The values overlay restriction program at Envestnet allows clients to apply customized values-based restrictions to their investment portfolios. There are 23 different restriction criteria available,
Implementing values overlay technology gives advisors the ability to screen firearms companies out of client portfolios. At this time, there are over $530M in assets that have implemented this screen. If your clients are asking to learn more about how their social and environmental values might connect to their investment goals, you can help. To learn more about supporting your clients with sustainable investing solutions, reach out to our team at firstname.lastname@example.org.
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