Align your clients' portfolio with their preferences
Understanding sustainable investing (SI) can help you deepen your client relationships and offer more personalized portfolios. The Envestnet platform offers a fully integrated solution to manage sustainable investments, including:
Most advisors tell me they entered this business to help their clients achieve their goals and improve their lives. ESG is the opportunity of a lifetime to deliver that experience.
Dana M. D’Auria, CFA | Co-Chief Investment Officer
Envestnet became a signatory of the Principles for Responsible Investment on April 1, 2020. As a signatory, we affirm our commitment to empowering wealth managers to embed sustainable investing into their practices.
The Principles of Responsible Investment (PRI) is an independent entity that has created a set of voluntary and aspirational set of investment principles that offer a menu of possible actions for incorporating ESG issues into investment practices. The goal of the PRI is to create more sustainable capital markets that contribute to a more prosperous world for all. The Principles were developed by an international group of institutional investors reflecting the increasing relevance of environmental, social and corporate governance issues to investment practices. The process was convened by the United Nations Secretary-General. In signing the Principles, we as a service provider publicly commit to adopt and implement them, where consistent with our fiduciary responsibilities.
Contact us for more information about sustainable investing.
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.