Impact investing is an investment approach that combines an intent to generate positive impact alongside a financial return. Impact investing is not a one-size-fits-all solution, but a philosophy and a toolkit that empowers advisors to build the most relevant portfolios for their clients. Impact investing is represented by a spectrum of investment approaches, moving from minimizing negative impact to maximizing positive impact.
Envestnet provides impact 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.
Align your investors’ portfolios with their values by minimizing exposure to individual companies or entire industries whose business practices conflict with the investors’ personal convictions.
Create a more resilient portfolio by reducing exposure to companies or industries with poor environmental, social, and governance characteristics and increasing exposure to companies promoting ESG change or poised to benefit from new ESG opportunities.
Allow investors to use their capital to target specific environment and/or social change through a focused portfolio allocation.