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
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.
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.