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.

Impact Quantitative Portfolios
Literature, Investment Solutions
Format: pdf
Publication Date: 09/16

Built on a history in impact investing, quantitative expertise, and partnerships with industry leaders, the PMC Impact Quantitative Portfolios track traditional market indexes with an explicit focus on companies with high sustainability ratings and/or environmental, social, and governance priorities. Investors benefit from cost-efficient beta exposure, access to important market segments, opportunities for tax management and social impact in a single, separately managed account.

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