A program and handbook designed to arm advisors with the tools and resources they need to help their clients navigate investment decisions through every stage of their lives.
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.
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.