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Recent Articles

Financial Independence, Retire Early (FIRE): Can You Invest in Your Values and Retire Early?

6/23/2021
Is there a way to invest sustainably and retire early? Hint: Yes! Learn about the FIRE movement and how to prioritize your values and retire early.
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$30T in Inheritance Moving to Millennials: How to Prepare Your Business for This Great Wealth Transfer

6/3/2021
Over $30 trillion in inheritance will get passed down across the next few decades. Here’s how you can prepare your business for your future clients.
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New Animal Welfare Cause: How to Avoid Future Risk and Hold Businesses Accountable

5/12/2021
Learn how OpenInvest can help investors play a role in holding businesses accountable and keep animal welfare on the agenda.
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Debunking ESG Myths Part 3: Understanding the Back-Office Operations of ESG Investing

5/5/2021
In part three of this three-part blog series, learn more about the back-office operations of ESG investing.
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Debunking ESG Myths Part 2: The Future of ESG Investing

4/28/2021
In part two of this three-part blog series, learn more about why ESG is more than just a trend and why clients need your help to get started.
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Debunking ESG Myths Part 1: The Fear of Sacrificing Financial Returns

4/14/2021
In this three-part blog series, learn more about the biggest myths when it comes to ESG investing and how you can debunk them.
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Dark Money and the Role of Investors in the Push for Political Spending Transparency

3/10/2021
Learn how OpenInvest can help investors play a role in holding businesses accountable.
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The Advisor Advantage in the Rise of the Millennial Investor

3/4/2021
Learn how to prepare your business for a millennial client shift and an increasing interest in sustainable investing.
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The Post-Fund Paradigm Shift: Direct Indexing Is the Financial Future

2/25/2021
We break down the history of direct indexing and the rise in consumer demand for customization and ESG investing.
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How ESG Is the Growth Opportunity of the Century

1/28/2021
We break down a report from PwC Luxembourg that suggests ESG investing is no longer a niche investment strategy, and share what this means for 2021.
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The Transition to a New Administration: What This Means for ESG Investing

1/20/2021
As today marks President Joe Biden’s inauguration, we discuss the ways the new administration may affect ESG investing.
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Behind the Bars: Invest in Racial Justice with OpenInvest’s Prison Industrial Complex Cause

12/17/2020
As 2020 comes to an end, more investors are taking a hard look at the Prison Industrial Complex (PIC).
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Veterans Day 2020: Support Employment of Our Veterans

11/11/2020
This Veterans Day, OpenInvest is honoring those who have served our country by focusing on service members transitioning back to civilian life.
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Investing in Racial Justice with ESG

7/21/2020
There is an urgent demand for rigorous frameworks that enable the comparison of companies’ performance against racial justice indicators.
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The Future of ESG Investing

6/23/2020
There is near-consensus on the strong correlation between companies with high ESG scores and financial performance.
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What COVID-19 Teaches Us About ESG Investing

5/27/2020
As the world adapts to a new normal, companies are facing increased scrutiny for their reactions to this unprecedented market uncertainty.
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Why Market Volatility Can Reduce Tax Transition Costs

4/9/2020
With market volatility comes a silver lining – periods of market downturn may be the most cost-effective time to transition assets.
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Engage and Retain Clients During Market Volatility with ESG Investing

3/26/2020
Client retention is one of the biggest challenges facing advisors, particularly during market volatility.
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Investors Look to ESG Investing During Market Volatility

3/20/2020
A misconception about ESG investing is that it means accepting lower than market returns. But a new consensus is emerging.
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Resolute Investment Managers & OpenInvest

2/11/2020
OpenInvest’s Dynamic Custom Indexing (DCI) platform will be available across Resolute’s extensive distribution network.
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Legal & General Investment Management America + OpenInvest

11/5/2019
OpenInvest helps LGIMA customize asset owners’ investment portfolios while adhering to their ESG values.
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Bank of the West & OpenInvest

10/8/2019
By partnering with OpenInvest, Bank of the West’s hundreds of financial advisers can now build values-based, customized passive portfolios.
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Does ESG Investing Work?

7/10/2019
To ride the growing wave of SRI, financial advisors need to deliver a nuanced vision of what socially responsible investing can and cannot do.
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SMAs over ETFs: Investments That Fit Like a Bespoke Suit

5/31/2019
Separately managed accounts (SMAs) can match exchange-traded fund (ETFs) performance with distinct advantages.
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Introducing Optimus: Simple, Tax-Efficient ESG for Advisers

5/8/2019
Introducing Optimus, OpenInvest’s portfolio generation tool for Registered Investment Advisers seeking to grow their business.
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Tax-Loss Harvesting: Now for Everyone

4/16/2019
Manual tax-loss harvesting can now be automated, turning the relatively expensive exercise into a quick, value-added benefit.
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Place-Based Investing: More Impact, Closer to Home

4/11/2019
Community foundations can now ensure that even their invested assets can work towards community goals.
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What’s Next in Impact Investing

3/28/2019
Impact investing isn’t just the latest fad - it's a broad industry combining Socially Responsible Investing, ESG Investing, and Thematic Investing.
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How Fractional Shares Empower Portfolio Customization

3/7/2019
In Q4'18, assets invested in large-cap equity funds finally surpassed assets invested in equivalent actively managed funds.
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Financial Fridays: Basis Points and Investing Fees

8/16/2018
You’re comparing offerings, service, and of course prices. But what does it mean when we say we charge 50 basis points?
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Pride Month: A History of LGBTQ Rights in the Workplace

6/22/2018
This Pride Month, we can celebrate all that has been accomplished over time to improve LGBTQ rights in the workplace.
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The Banks Funding Fossil Fuels

4/6/2018
According to a new report, several top American banks increased their stake in the fossil fuel industry in 2017. Here’s how to hold them accountable.
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Who’s in Prison in America?

2/21/2018
The US is the world leader in incarceration, but not all Americans are incarcerated equally. Here are some staggering statistics about...
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State of the Pipelines: DAPL, Keystone and More in 2018

1/31/2018
Here’s what's happened since the controversial Dakota Access Pipeline got the green light to complete its construction.
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The Personal Finance Waterfall: Take Steps to Financial Freedom

1/25/2018
OpenInvest’s favorite overview for taking the steps to financial freedom is the Personal Finance Waterfall.
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Fight Mass Incarceration: Divest from the Prison Industrial Complex

12/14/2017
Learn how the intricate network of companies and investors are profiting from America’s broken incarceration system.
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The 10 Best (and Worst) Companies for Gender Diversity in America

10/18/2017
OpenInvest and HIP Investor have combined forces to rank the best (and worst) companies for gender diversity in America.
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OpenInvestigation: 5 Fast Facts About Deforestation

8/10/2017
Deforestation is one of the main drivers for climate change. The state of our forests should be a red flag.
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6 Celebrities Who Are Standing Up For Refugees

7/11/2017
In light of the renewed #MuslimBan, we wanted to highlight 6 celebrities who are fighting to support refugees.
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The 25 Best (and Worst) Companies for LGBTQ Rights In America

6/27/2017
We’ve curated a list of the 25 best and worst publicly traded companies for LGBTQ rights in America.
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Shareholder Activism: The Nike Vote

6/27/2017
This is the first part in a series about shareholder activism for the retail investor.
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Featured Insights

Imagining the Future of ESG – Investing Just the Beginning for the Values-Based Economy

By
Josh Levin
|
Environmental, social and corporate governance (ESG) is not just investments. Our industry is aiming to build a “moral consistency machine.”
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The Sustainable Finance Disclosure Regulation (SFDR) and Its Impact on the U.S. Market

By
Alex Christian
|
Learn more about Europe's new ESG regulations and their impact on the U.S. market and investors.
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How I Went From Executive Coach to Impact Investment Advisor

By
Peter Hughes
|
Peter Hughes from Evolve Investing shares how the 2020 pandemic led him to the world of values-based investing.
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Personalization and the Post-Fund Future of Investment Management

By
Josh Levin
|
OpenInvest's Chief Strategy Officer discusses the ways the asset management industry has evolved.
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Transparency and Innovation: Six ESG Trends in 2021

By
Kaitlyn Abrams
|
OpenInvest's ESG Product Manager spotlights six ESG trends in 2021 that sprung from the context of a historically tumultuous 2020.
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How to Talk to Your Clients About ESG

By
Sarah Sung
|
Advisors are often unsure of how to approach their clients about ESG. OpenInvest's Director of Account Management discusses a few key strategies.
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Harvest All Season Long: The Case for Year-Round Tax-Loss Harvesting

By
Ari Weinstein
|
'Tis the season for tax-loss harvesting. But relying on a year-end strategy can lead to missed opportunities.
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ESG Data Diffusion, and What Advisors Can Do About It

By
Josh Levin
|
Research reveals concerning levels of variance between data providers and their company scores. Who should advisors trust?
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ESG Will Mainstream as Features, Not a Product

By
Josh Levin
|
The traditional approach to ESG (environment, social, and corporate governance) is product-based and ultimately mistaken.
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Part 2 – The Post-Fund Future Hits Advisors

By
Josh Levin
|
Funds are dead. Advisors are the beneficiaries. This is part two on the post-fund future for advisors.
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Part 1 – Funds are Going the Way of Compact Discs

By
Josh Levin
|
Funds are dying. Learn how investing via funds will dissolve, due largely to changes in technology and cost structure.
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MoneyTalks: How Lobbyists and Big Business Determine Public Interests

By
Charlotte Hill
|
Learn more about America’s current lobbying landscape and why lobbyists have so much power.
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