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Recent Articles
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
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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