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:
A platform to build custom portfolios based on the client’s SI objectives
Informative ESG and impact reporting
The what, why, and how of sustainable investing
Our educational guides touch on sustainable investing motivations and strategies, why financial advisors should care, and how to discuss the topic with clients.
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
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Contact us for more information about sustainable investing.
1Morningstar. Are Your Clients ESG Investors? Survey of a nationally representative sample of 948 respondents, April 22, 2019.
Investments that utilize an environmental, social and governance (“ESG”) strategy carry specific risks that investors should consider before investing in ESG portfolios. Pursuing an ESG investment strategy may limit the types and number of certain issuers for nonfinancial reasons, as a result, may lead to underperforming other funds that do not have an ESG focus. A fund’s ESG investment strategy may result in the fund investing in securities or industry sectors that underperform the market as a whole or underperform other funds that are ESG integrated or screened for ESG standards.