Recent tragedies across the country have reinvigorated the conversation around firearms. Your clients may ask about their portfolio exposure to...

Recent tragedies across the country have reinvigorated the conversation around firearms. Your clients may ask about their portfolio exposure to...
As in 2021, this is shaping up to be a defining year for sustainable investing. Read on for this year’s emerging trends.
ESG integration in passive investing has grown dramatically in recent years. This growth has been driven by a variety of factors: a general increase in indexing, ETFs that provide benefits...
Earlier this year we reported that Envestnet is witnessing record adoption of ESG & Impact Investing. As part of our effort to continue to meet that client demand, we are excited to work with Worth Rises and Sustainalytics to release three new Impact Overlay screens this quarter.
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.