Please Note: OpenInvest was acquired by J.P. Morgan on August 5, 2021. Articles and insights posted before this date, only reflect views, information, services as of the date indicated. Information should not be fully relied on as current/accurate information and is subject to change without notice.

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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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