This summer, it seems ESG has become a buzzword for punditry. Some pundits believe that sustainable investing is just virtue signaling and doesn’t represent a viable investment thesis.
Discussing Portfolio Exposure to Firearms with Your Clients
Recent tragedies across the country have reinvigorated the conversation around firearms. Your clients may ask about their portfolio exposure to…
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Sustainable Investing in a World with Putin
As each passing day unfolds with new stories of the mounting human tragedy in Ukraine, western governments have in turn responded with an increasing array of sanctions and punitive economic measures against the Russian economy...
Sustainable Investing Trends to Watch in 2022
As in 2021, this is shaping up to be a defining year for sustainable investing. Read on for this year’s emerging trends.
ESG ETFs: What’s in a Name?
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...
Helping Advisors Customize Client Portfolios with 3 New Impact Overlay Screens
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.
Impact Investing: What Advisors Need To Know In 2021
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...
What We Can Learn From Female Investors
While the investment industry has often been viewed as a male-dominated space, an interesting insight from empirical research is that women, on average, tend to be better investors than men...
Impact Investing: Key Resources To Help You Get Started
In 2019, flows into U.S. sustainable funds more than quadrupled the previous annual record for net flows. In the first four months of 2020, investors poured a record of at least $12.2 billion into environmental, social, and governance (ESG) funds.
Investing Through a Lens of Social Justice
One of the major drivers of advisor trust is truly listening to clients and putting their interests first, which includes those clients’ personal values...