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ENVESTAT Report: Doing Well and Doing Good Are Not Mutually Exclusive

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

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.

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