Solutions
We continue to strengthen the sustainable investing solutions and strategies available through our financial wellness network—and these offerings, combined with our educational materials and data-driven intelligence, can help advisors make the best-informed recommendations for their clients.
Sustainable investors are defined by their desire to:
Investing in a changing world.
Investing to change the world.
These two objectives can be achieved independently or together. Envestnet has the tools and insights to deliver on both.
Sustainable Investing
Sustainable investing encompasses a range of approaches that recognize the interconnectedness between environmental health, social equity, and long-term economic performance. These investments are made with the intention to protect and enhance long-term value by addressing environmental, social, and/or governance (ESG) risk or solving environmental and social challenges.

Envestnet provides sustainable investing strategies across the entire spectrum of approaches. We aim to provide strategies and tools to enable each advisor to build portfolios specific to his or her individual client’s values and interests.

Minimize Negative Impact
Maximize Positive Impact
Values Alignment
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ESG Integration
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Impact Investing
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Minimize exposure to individual companies or entire industries whose business practices conflict with an investors’ personal convictions.

Solutions

Create an ESG-integrated portfolio by incorporating environmental, social, and governance information into investment decisions to help enhance risk-adjusted returns.

Solutions

Generate positive, measurable social and environmental impact alongside a financial return.

Solutions

THIS WEBPAGE IS FOR INVESTMENT PROFESSIONAL USE ONLY. NOT INTENDED FOR PRIVATE INVESTORS.

The information, analysis, and opinions expressed herein are for general information only. Nothing contained on this webpage is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios discussed herein. Past performance is not indicative of future results.

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