ESG Investing, Simplified
Utilize models across environmental and social values applied across US Large Cap benchmarks.
Why OpenInvest?
Ease
Portfolios capped at 70 securities for ease of trading
Accuracy
Reconstituted annually, weights updated quarterly
Convenience
Integrations with platforms and TAMPs, or available directly
Environmental Large Cap Model
The OpenInvest Environmental Model tracks the S&P 500 Index, offering a seamless way to align your clients’ environmental concerns with their financial goals.
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Tangible impact metrics
No matter which model you choose, your clients will benefit from engaging reports that highlight the tangible impact their investments have on the world.
Social Large Cap Model