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 sustainable@envestnet.com.

The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this brochure is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. All investments carry a certain risk, and there is no assurance that an investment will provide positive performance over any period of time. An investor may experience loss of principal. The asset classes and/or investment strategies described may not be suitable for all investors and investors should consult with an investment advisor to determine the appropriate investment strategy. Investment decisions should always be made based on the investor’s specific financial needs and objectives, goals, time horizon and risk tolerance. Past performance is not indicative of future results. This material is not meant as a recommendation or endorsement of any specific security or strategy. Information has been obtained from sources believed to be reliable, however, Envestnet | PMC cannot guarantee the accuracy of the information provided. The information, analysis and opinions expressed herein reflect our judgment as of the date of writing and are subject to change at any time without notice. An individual’s situation may vary; therefore, the information provided above should be relied upon only when coordinated with individual professional advice. Reliance upon any information is at the individual’s sole discretion. Diversification does not guarantee profit or protect against loss in declining markets.

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