Envestnet offers solutions across the entire spectrum of sustainable investing and allows advisors to search for strategies according to each of the following approaches:
Investment strategies that incorporate Environmental, Social and Governance (ESG) factors in the investment process or that actively engage with portfolio companies on ESG issues, including raising shareholder resolutions, proxy voting and direct company engagement.
Investment strategies that adhere to religious mandates (e.g. US Conference of Catholic Bishops investment guidelines, Sharia compliance, Jewish values).
Investment strategies that focus on climate change. This may include investments in fossil-fuel-free, low carbon, climate solutions, clean energy, and green bonds, among others.
Investment strategies that focus on natural resource conservation. This may include investments in water sustainability, sustainable agriculture, and waste management, among others.
Investment strategies that focus on diversity, equity, and inclusion. This may include investments supporting human rights, social justice, and LGBTQ+ empowerment, among others.
Investment strategies that offer exposure to community-based investing. This may include investments in affordable housing, access to healthcare, education, and financial inclusion, among others.
Investment strategies that focus on health and wellness. This may include investments in healthcare services, nutrition, and education, among others.