Discover the Impact of Values-Based Investing

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The rapid growth of ESG investing

Funds with ESG-mandated assets have more than tripled since 2015. Clients are seeking a socially responsible way to invest.
Source: US SIF Foundation data through 2018; Deloitte Center for Financial Services analysis through 2025.

Why OpenInvest?

esg investing report

Tangible impact reporting

Our digestible and proprietary reports highlight the impact of client investments, like CO2 they’ve kept out of the atmosphere or percentage of women in leadership.

Data-powered solutions

OpenInvest is an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more.
data-powered value screens
tax optimization

New tax efficiencies

Unlock tax optimization at the individual security level. OpenInvest provides automated tax-loss harvesting, household and multi-generational exposures, and estimated tax impact tools.
Learn more about the world of values-based investing
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