Align your clients’ investments with the causes they care about most without sacrificing financial goals.

OpenInvest provides a variety of ESG solutions that allow you to engage with your clients on a new level. No matter which solution you choose, your clients will benefit from proprietary reports that highlight the true impact of their investments, like CO2 they’ve kept out of the atmosphere or percentage of women in leadership.

OpenInvest offers:

Custom SMAs

Portfolio Diagnosis

Environmental Large Cap Model

Social Large Cap Model

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