Recent Articles

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 Socially Responsible 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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