Read the latest articles and insights on ESG investing from OpenInvest.
The Future of ESG Investing
There is near-consensus on the strong correlation between companies with high ESG scores and financial performance.
What COVID-19 Teaches Us About ESG Investing
As the world adapts to a new normal, companies are facing increased scrutiny for their reactions to this unprecedented market uncertainty.
ESG Will Mainstream as Features, Not a Product
The traditional approach to ESG (environment, social, and corporate governance) is product-based and ultimately mistaken.
Why Market Volatility Can Reduce Tax Transition Costs
With market volatility comes a silver lining – periods of market downturn may be the most cost-effective time to transition assets.
Engage and Retain Clients During Market Volatility with ESG Investing
Client retention is one of the biggest challenges facing advisors, particularly during market volatility.
Investors Look to ESG Investing During Market Volatility
A misconception about ESG investing is that it means accepting lower than market returns. But a new consensus is emerging.
Resolute Investment Managers & OpenInvest
OpenInvest’s Dynamic Custom Indexing (DCI) platform will be available across Resolute’s extensive distribution network.
Legal & General Investment Management America + OpenInvest
OpenInvest helps LGIMA customize asset owners’ investment portfolios while adhering to their ESG values.
Bank of the West & OpenInvest
By partnering with OpenInvest, Bank of the West’s hundreds of financial advisers can now build values-based, customized passive portfolios.
Does Socially Responsible Investing Work?
To ride the growing wave of SRI, financial advisors need to deliver a nuanced vision of what socially responsible investing can and cannot do.
SMAs over ETFs: Investments That Fit Like a Bespoke Suit
Separately managed accounts (SMAs) can match exchange-traded fund (ETFs) performance with distinct advantages.