Custom, values-aligned portfolios
OpenInvest is a Public Benefit Corporation and asset manager using Dynamic Custom Indexing technology to build passive, separately managed accounts for values-based investors.
We build tax-efficient, market-tracking, values-aligned portfolios for your clients, turning you into a responsible investing expert. Our emotionally engaging impact reporting allows you to connect with your clients on a unique new level.
Start a conversation with clients about the impact their portfolio can have
You know your clients best. We help you engage with them on the things they care about most, like the environment, social justice, or their community. Use our impact reporting and portfolio transition tools to help you and your client's visualize the potential in their investments while seeing how their SMAs would have performed in historical backtests.
Show your clients the path to responsible investing
Use our portfolio transition tools to help your clients visualize the ESG profile of their current holdings, how they can increase their impact, and the tax benefits they could take advantage of if they move from a fund to a custom SMA.
Transition your clients to customized financial portfolios, aligning their financial goals with their personal values
Our algorithms build portfolios customized down to the individual equity level. You can help your clients have unprecedented control over their portfolio construction, ESG alignment, and tax efficiency. Choose a benchmark or blend several benchmarks to track and employ tax-loss harvesting at both initial transition and regular intervals thereafter.
Highlight your clients’ impact, both in their portfolio and in the world
Connect your clients and their investments to the world around them and build an emotional connection largely unattainable with traditional investments. OpenInvest’s concrete impact metrics convert investment dollars into tangible numbers like percentage of women in leadership and tons of CO2 kept out of the atmosphere.
Unlock new tax efficiencies
Demonstrate the power of tax optimization at the individual security level. This opens new frontiers for you and your clients through automated loss and gains harvesting, household and multi-generational exposures, and estimated tax impact tools.
Invest with Impact
Check out our 16 causes or create your own custom causes.
Learn more about working with OpenInvest