Advisor Portal Tools

PMC Overview and Selection Criteria for Impact Integrated Managers

On the Envestnet platform, the socially responsible investing (SRI) superscript identifies Impact integrated managers. These investment managers integrate one or more of the following lenses into their investment process: Environmental, Social and Governance (ESG) factors, Controversial Business Practices, Sustainability Issues, and Impact and Community Investing.

HiddenLevers Integration

Envestnet has integrated with HiddenLevers to deliver its portfolio stress testing tools directly from the Envestnet Advisor Suite. Use HiddenLevers’ economic scenarios and macro correlations modeling to give clients a sense of how vulnerable their investments may be to various economic changes, and what they might do to help protect their portfolio.