ESG Investing, Simplified

Utilize models across environmental and social values applied across US Large Cap benchmarks.

Environmental Model
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Social Model
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Why OpenInvest?

Portfolios capped at 70 securities for ease of trading
Reconstituted annually, weights updated quarterly
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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Social Large Cap Model

Provide your clients with an opportunity to invest in a broad range of social values. The OpenInvest Social Model tracks the S&P 500 Index for broad market exposure.
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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.