Literature Category: Impact Investing

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1Q16 ENVESTAT Intersection: Quantifying Advisor-Created Value
Commentaries, Misc Downloads
Format: pdf
Publication Date: 04/16
ENVESTAT Report: Doing Well and Doing Good Are Not Mutually Exclusive
Commentaries, Misc Downloads
Format: pdf
Publication Date: 03/16

Our previous Envestat revealed that while demand for impact investing is growing, it remains just a small percentage of Envestnet's overall SMA accounts. One reason for this shortfall may be the concern that there is a tradeoff in performance when choosing impact investments. However, our Envestat data revealed that this is more perception than reality.

ENVESTAT Report: Impact Investing: Poised for Growth
Commentaries, Misc Downloads
Format: pdf
Publication Date: 03/16

Impact investing has received growing attention from a broad swath of investors, particularly with women and Millennials, who say values-based investing is especially important to them.

While client demand for impact investing is skyrocketing, this week's ENVESTAT shows it remains just a small percentage of Envestnet's overall SMA accounts. This suggests supply, and advisor interest, may not be keeping up with demand.

PMC Impact Investing Solutions
Investment Solutions, Platform Solutions
Format: pdf
Publication Date: 09/15

Today, more clients want to invest their wealth in a way that integrates their values with performance objectives. Advisors have an opportunity to win new business and deepen relationships by helping clients achieve this goal. Impact Investing Solutions provides comprehensive investing strategies that align a client’s portfolio with their personal convictions.

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