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.
The overlay screening program allows clients to apply customized screens to their investment portfolios. There are 17 different screens available, many of which have both a Best in Class and Strict screen. Clients are able to select up to 11 screens to apply.
Fund Strategist Portfolios (“FSPs”) can provide advisors access to investment strategists who construct distinct portfolio solutions to help meet the ever increasing demands of today’s investors. They typically comprise a set of mutual funds and/or exchange-traded funds (ETFs).