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Envestnet witnessed record adoption of impact investing in 2020. Assets in the 431 environmental, social, and governance (ESG) and impact investment strategies on the Envestnet Impact Platform grew 81 percent last year, reaching $22 billion in AUA/M...
One of the major drivers of advisor trust is truly listening to clients and putting their interests first, which includes those clients’ personal values...
According to Morningstar, the sustainable funds universe grew to 303 open-end and exchange-traded funds in 2019.