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
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.
Introducing Optimus: Simple, Tax-Efficient ESG for Advisers
Introducing Optimus, OpenInvest’s portfolio generation tool for Registered Investment Advisers seeking to grow their business.
Tax-Loss Harvesting: Now for Everyone
Thankfully, manual tax-loss harvesting can now be automated, turning a relatively expensive exercise into a quick, value-added client benefit.
Place-Based Investing: More Impact, Closer to Home
Community foundations can now ensure that even their invested assets can work towards community goals.
What’s Next in Impact Investing
Impact investing isn’t just the latest fad - it's a broad industry combining Socially Responsible Investing, ESG Investing, and Thematic Investing.
Part 2 – The Post-Fund Future Hits Advisors
Funds are dead. Advisors are the beneficiaries. This is part two on the post-fund future for advisors.
How Fractional Shares Empower Portfolio Customization
In Q4'18, assets invested in large-cap equity funds finally surpassed assets invested in equivalent actively managed funds.
Part 1 – Funds are Going the Way of Compact Discs
Funds are dying. Learn how the entire rationale for investing via funds will dissolve, due largely to changes in technology and cost structure.
Financial Fridays: Basis Points and Investing Fees
You’re comparing offerings, service, and of course prices. But what does it mean when we say we charge 50 basis points?
Pride Month: A History of LGBTQ Rights in the Workplace
This Pride Month, we can celebrate all that has been accomplished over time to improve LGBTQ rights in the workplace.
The Banks Funding Fossil Fuels
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.
Who’s in Prison in America?
The US is the world leader in incarceration, but not all Americans are incarcerated equally. Here are some staggering statistics about...
State of the Pipelines: DAPL, Keystone and More in 2018
Here’s what's happened since the controversial Dakota Access Pipeline got the green light to complete its construction.
The Personal Finance Waterfall: Take Steps to Financial Freedom
OpenInvest’s favorite overview for taking the steps to financial freedom is the Personal Finance Waterfall.
Fight Mass Incarceration: Divest from the Prison Industrial Complex
Learn how the intricate network of companies and investors are profiting from America’s broken incarceration system.
The 10 Best (and Worst) Companies for Gender Diversity in America
OpenInvest and HIP Investor have combined forces to rank the best (and worst) companies for gender diversity in America.
OpenInvestigation: 5 Fast Facts About Deforestation
Deforestation is one of the main drivers for climate change. The state of our forests should be a red flag.
6 Celebrities Who Are Standing Up For Refugees
In light of the renewed #MuslimBan, we wanted to highlight 6 celebrities who are fighting to support refugees.
The 25 Best (and Worst) Companies for LGBTQ Rights In America
We’ve curated a list of the 25 best and worst publicly traded companies for LGBTQ rights in America.
Shareholder Activism: The Nike Vote
This is the first part in a series about shareholder activism for the retail investor.