Literature Category: Impact Investing

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1Q16 ENVESTAT Intersection: Quantifying Advisor-Created Value
Commentaries, Misc Downloads
Format: pdf
Publication Date: 04/16
ENVESTAT Report: Doing Well and Doing Good Are Not Mutually Exclusive
Commentaries, Misc Downloads
Format: pdf
Publication Date: 03/16

Our previous Envestat revealed that while demand for impact investing is growing, it remains just a small percentage of Envestnet's overall SMA accounts. One reason for this shortfall may be the concern that there is a tradeoff in performance when choosing impact investments. However, our Envestat data revealed that this is more perception than reality.

ENVESTAT Report: Impact Investing: Poised for Growth
Commentaries, Misc Downloads
Format: pdf
Publication Date: 03/16

Impact investing has received growing attention from a broad swath of investors, particularly with women and Millennials, who say values-based investing is especially important to them.

While client demand for impact investing is skyrocketing, this week's ENVESTAT shows it remains just a small percentage of Envestnet's overall SMA accounts. This suggests supply, and advisor interest, may not be keeping up with demand.

PMC Impact Foundation Portfolio
Investment Solutions
Format: pdf
Publication Date: 05/17

Achieving positive social impact and financial performance is possible for investors with smaller accounts. The PMC Impact Foundation Portfolios are accessible at low cost by maintaining fewer holdings and lower turnover, and are constructed with high-conviction managers vetted by PMC Research and Sustainalytics.

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