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...
Current Events May Pull Impact Investing Into The Mainstream
Recent events, including the COVID-19 pandemic and protests to end racism in America, are putting a bright spotlight on corporate…
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Cut Through the Noise: Evaluating ESG Strategies
According to Morningstar, the sustainable funds universe grew to 303 open-end and exchange-traded funds in 2019.
Market Volatility, ESG, and Deeper Client Engagement
The coronavirus pandemic has sent shock waves through the global healthcare system, our communities, and our economy...
Community Investing: How To Invest In
The Underserved
Community investing presents a strong opportunity for direct, meaningful, and measurable impact for an investor...