OpenInvest’s Dynamic Custom Indexing (DCI) platform will be available across Resolute’s extensive distribution network.
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.
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.
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