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.

Resolute Investment Managers & OpenInvest

Published on

February 11, 2020

OpenInvest is thrilled to announce a new partnership with Resolute Investment Managers. Resolute is a diversified, multi-affiliate asset management platform whose independent and affiliated relationships manage over $75 billion in assets. OpenInvest’s Dynamic Custom Indexing (DCI) platform will be available across Resolute’s extensive distribution network.

The new partnership will empower Resolute to offer Separately Managed Accounts (SMAs) with direct indexing, ESG investment options and tax optimization through OpenInvest’s technology.

“OpenInvest is driving impact investing at scale, bringing honesty and transparency to financial services while making socially responsible investing accessible to everyone,” says Gene Needles, chairman and CEO of Resolute.

We believe this agreement provides further evidence of the rapid adoption of post-fund asset management for financial advisors and platforms across the country.

The collaboration – which also includes investment from Resolute – is part of a growing roster of advisors, asset managers, and other industry players utilizing OpenInvest’s scalable software systems. Last quarter, we announced collaborations with Bank of the West and Legal & General Investment Management America.

We are extremely excited to engage with Resolute’s extensive network to mainstream values-based investing, custom direct indexing and modern ESG for everyone. You can read the press release here.

Investment in securities involves the risk of loss. Past performance is no guarantee of future returns. One cannot invest directly in an Index. Any opinions, estimates and forecasts offered in this document constitute judgment as of the date of the materials and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information contained in this document to be reliable but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only and it is not intended to provide and should not be relied on for investment, accounting, legal or tax advice. OpenInvest may not have verified (and disclaims any obligation to verify) the accuracy or completeness of any information herein that has been provided or obtained by third parties.

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