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ESG INVESTING
Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more. Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automatedtax
MODELS | OPENINVEST
Social Large Cap Model. Provide your clients with an opportunity to invest in a broad range of social values. The OpenInvest Social Model tracks the S&P 500 Index for broad market exposure. Get started ›. ARTICLES AND INSIGHTS Debunking ESG Myths Part 1: The Fear of Sacrificing Financial Returns. 4/14/2021. In this three-part blog series, learn more about the biggest myths when it comes to ESG investing and how you can debunk them. Read More ›.CAUSES | OPENINVEST
OpenInvest's ESG investing technology helps your clients invest in what matters most to them. Your clients can choose from a variety of causes including LGBTQIA+ rights, TRANSPARENCY AND INNOVATION: SIX ESG TRENDS IN 2021SEE MORE ONOPENINVEST.COM
FIGHT DEFORESTATION
Deforestation and Declining Biodiversity. Deforestation is responsible for approximately 24% of global greenhouse gas emissions. A loss of forest cover also reduces the earth’s ability to absorb the vast amounts of greenhouse emissions created by human industry. 18.7 million acres of forests are lost annually to deforestation, making it the leading cause of declining biodiversity on earth. THE 25 BEST (AND WORST) COMPANIES FOR LGBTQ RIGHTS IN The 25 best companies for LGBTQ rights are not only ranked 100 on the Index, but they also: Rank as leaders for fighting climate change. Are not in the tobacco industry. Are not in the private prison industry and/or do not benefit/invest in for-profit prisons. Have at least 0.1% or greater percentage of women in executive positions. SHAREHOLDER ACTIVISM: THE NIKE VOTE A proxy vote is a ballot cast by a shareholder of a corporation via “proxy,” rather than in person at a shareholder meeting. All shareholders of a company – small or large – receive a proxy ballot that details the various measures up for a vote. While there are many issues that can be voted on, such as approving a stockcompensation
THE BANKS FUNDING FOSSIL FUELS Meanwhile, Wells Fargo ranked at 24 after the bank increased its fossil fuel financing in 2017 from $1.56 billion to $1.71 billion. Sadly, extreme fossil fuel funding continues to have climate, environmental, and human rights impacts. At a time when it is essential to limit climate change to 1.5 degrees Celsius, the report concludes that banksESG INVESTING
Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more. Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automatedtax
MODELS | OPENINVEST
Social Large Cap Model. Provide your clients with an opportunity to invest in a broad range of social values. The OpenInvest Social Model tracks the S&P 500 Index for broad market exposure. Get started ›. ARTICLES AND INSIGHTS Debunking ESG Myths Part 1: The Fear of Sacrificing Financial Returns. 4/14/2021. In this three-part blog series, learn more about the biggest myths when it comes to ESG investing and how you can debunk them. Read More ›.CAUSES | OPENINVEST
OpenInvest's ESG investing technology helps your clients invest in what matters most to them. Your clients can choose from a variety of causes including LGBTQIA+ rights, TRANSPARENCY AND INNOVATION: SIX ESG TRENDS IN 2021SEE MORE ONOPENINVEST.COM
FIGHT DEFORESTATION
Deforestation and Declining Biodiversity. Deforestation is responsible for approximately 24% of global greenhouse gas emissions. A loss of forest cover also reduces the earth’s ability to absorb the vast amounts of greenhouse emissions created by human industry. 18.7 million acres of forests are lost annually to deforestation, making it the leading cause of declining biodiversity on earth. THE 25 BEST (AND WORST) COMPANIES FOR LGBTQ RIGHTS IN The 25 best companies for LGBTQ rights are not only ranked 100 on the Index, but they also: Rank as leaders for fighting climate change. Are not in the tobacco industry. Are not in the private prison industry and/or do not benefit/invest in for-profit prisons. Have at least 0.1% or greater percentage of women in executive positions. SHAREHOLDER ACTIVISM: THE NIKE VOTE A proxy vote is a ballot cast by a shareholder of a corporation via “proxy,” rather than in person at a shareholder meeting. All shareholders of a company – small or large – receive a proxy ballot that details the various measures up for a vote. While there are many issues that can be voted on, such as approving a stockcompensation
THE BANKS FUNDING FOSSIL FUELS Meanwhile, Wells Fargo ranked at 24 after the bank increased its fossil fuel financing in 2017 from $1.56 billion to $1.71 billion. Sadly, extreme fossil fuel funding continues to have climate, environmental, and human rights impacts. At a time when it is essential to limit climate change to 1.5 degrees Celsius, the report concludes that banksMODELS | OPENINVEST
Social Large Cap Model. Provide your clients with an opportunity to invest in a broad range of social values. The OpenInvest Social Model tracks the S&P 500 Index for broad market exposure. Get started ›. PLATFORMS | OPENINVEST OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and launch custom models on the fly. With Portfolio Diagnosis, advisors can automatically analyze a client’s current holdings andproduce
ABOUT US | ON A MISSION TO MAINSTREAM VALUES-BASED INVESTING Senior Financial Strategist. Ari brings both conceptual and analytical expertise to OpenInvest, with experience ranging across finance, tax, law, and ethics. Prior to OpenInvest, Ari was a Senior Investment Associate at Bridgewater Associates. He holds a B.A. from Harvard, a J.D. from Yale, and a SOLUTIONS | PORTFOLIO DIAGNOSIS | OPENINVEST Diagnose a portfolio based on the values your client cares about most. Each cause is backed by industry-leading data to create top-of-the-line value screens. Tangible impact metrics. Build long-lasting client relationships by providing detailed, engaging metrics that reflect the true impact of their investments. True portfolio transparency.CAUSES | OPENINVEST
OpenInvest's ESG investing technology helps your clients invest in what matters most to them. Your clients can choose from a variety of causes including LGBTQIA+ rights,FAQ - OPENINVEST
Our fee is less than 1/2 a traditional investment advisor, and 1/4 to 1/5th of comparable ‘green’ mutual funds. All transactions costs and the underlying expense of any ETF’s we use are covered by our fee. We will even reimburse you if your current account charges THE POST-FUND PARADIGM SHIFT: DIRECT INDEXING IS THE In 2016, OpenInvest launched the first Dynamic Custom Indices (“DCIs”) production platform With direct indexing, what’s old is new again and for the first time in a long time, buying individual stocks is back on the table for more people than ever before.This power of customization in a portfolio allows for individualized decisions centered around an investor’s values,beliefs
FIGHT DEFORESTATION
Deforestation and Declining Biodiversity. Deforestation is responsible for approximately 24% of global greenhouse gas emissions. A loss of forest cover also reduces the earth’s ability to absorb the vast amounts of greenhouse emissions created by human industry. 18.7 million acres of forests are lost annually to deforestation, making it the leading cause of declining biodiversity on earth. SHAREHOLDER ACTIVISM: THE NIKE VOTE A proxy vote is a ballot cast by a shareholder of a corporation via “proxy,” rather than in person at a shareholder meeting. All shareholders of a company – small or large – receive a proxy ballot that details the various measures up for a vote. While there are many issues that can be voted on, such as approving a stockcompensation
THE SUSTAINABLE FINANCE DISCLOSURE REGULATION (SFDR) AND Foster transparency in the financial market with a greater focus on long-term sustainability impact. . The Sustainable Finance Disclosure Regulation (SFDR) is one piece of the puzzle of these larger goals. Specifically, SFDR’s focus is on increased sustainability transparency through greater standards of reporting anddisclosure. .
ESG INVESTING
Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more. Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automatedtax
PLATFORMS | OPENINVEST OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and launch custom models on the fly. With Portfolio Diagnosis, advisors can automatically analyze a client’s current holdings andproduce
MODELS | OPENINVEST
Social Large Cap Model. Provide your clients with an opportunity to invest in a broad range of social values. The OpenInvest Social Model tracks the S&P 500 Index for broad market exposure. Get started ›. ABOUT US | ON A MISSION TO MAINSTREAM VALUES-BASED INVESTING Senior Financial Strategist. Ari brings both conceptual and analytical expertise to OpenInvest, with experience ranging across finance, tax, law, and ethics. Prior to OpenInvest, Ari was a Senior Investment Associate at Bridgewater Associates. He holds a B.A. from Harvard, a J.D. from Yale, and a OPENINVEST PRODUCT EXPLORER OpenInvest Models are turnkey, low-maintenance ESG portfolios that track the S&P 500 Index, and your clients can choose from either environmental or social causes. YOUR BEST FIT. OpenInvest Model Portfolios. You’re looking for a simple, turnkey ESG solution that you can implement without overhauling your current business structure. $30T IN INHERITANCE MOVING TO MILLENNIALS: HOW TO PREPARE Image source: Pew Research Center While it might seem like these tech-savvy and automation-loving millennials would be gravitating in large numbers to robo-advisors, this is largely not the case.At the end of the day, your potential millennial clients want to have a relationship with their financial advisor. TRANSPARENCY AND INNOVATION: SIX ESG TRENDS IN 2021SEE MORE ONOPENINVEST.COM
THE 25 BEST (AND WORST) COMPANIES FOR LGBTQ RIGHTS IN The 25 best companies for LGBTQ rights are not only ranked 100 on the Index, but they also: Rank as leaders for fighting climate change. Are not in the tobacco industry. Are not in the private prison industry and/or do not benefit/invest in for-profit prisons. Have at least 0.1% or greater percentage of women in executive positions. FAQ - WHAT IS A CLEARING NUMBER? - OPENINVEST A clearing number is a number assigned to a financial institution by the DTCC (the Depository Trust and Clearing Corporation). Every institution gets a unique code (sometimes multiple for different branches.) These numbers help financial institutions facilitate transfers of assets. Clearing numbers are required for accounttransfers.
DTC PARTICPANT REPORT (ALPHABETICAL SORT MONTH ENDING dtc particpant report (alphabetical sort) month ending - june 30, 2019 participant account name number cantor fitzgerald & co./debt capital markets 7311 cavali iclv s.a. 2011ESG INVESTING
Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more. Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automatedtax
PLATFORMS | OPENINVEST OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and launch custom models on the fly. With Portfolio Diagnosis, advisors can automatically analyze a client’s current holdings andproduce
MODELS | OPENINVEST
Social Large Cap Model. Provide your clients with an opportunity to invest in a broad range of social values. The OpenInvest Social Model tracks the S&P 500 Index for broad market exposure. Get started ›. ABOUT US | ON A MISSION TO MAINSTREAM VALUES-BASED INVESTING Senior Financial Strategist. Ari brings both conceptual and analytical expertise to OpenInvest, with experience ranging across finance, tax, law, and ethics. Prior to OpenInvest, Ari was a Senior Investment Associate at Bridgewater Associates. He holds a B.A. from Harvard, a J.D. from Yale, and a OPENINVEST PRODUCT EXPLORER OpenInvest Models are turnkey, low-maintenance ESG portfolios that track the S&P 500 Index, and your clients can choose from either environmental or social causes. YOUR BEST FIT. OpenInvest Model Portfolios. You’re looking for a simple, turnkey ESG solution that you can implement without overhauling your current business structure. $30T IN INHERITANCE MOVING TO MILLENNIALS: HOW TO PREPARE Image source: Pew Research Center While it might seem like these tech-savvy and automation-loving millennials would be gravitating in large numbers to robo-advisors, this is largely not the case.At the end of the day, your potential millennial clients want to have a relationship with their financial advisor. TRANSPARENCY AND INNOVATION: SIX ESG TRENDS IN 2021SEE MORE ONOPENINVEST.COM
THE 25 BEST (AND WORST) COMPANIES FOR LGBTQ RIGHTS IN The 25 best companies for LGBTQ rights are not only ranked 100 on the Index, but they also: Rank as leaders for fighting climate change. Are not in the tobacco industry. Are not in the private prison industry and/or do not benefit/invest in for-profit prisons. Have at least 0.1% or greater percentage of women in executive positions. FAQ - WHAT IS A CLEARING NUMBER? - OPENINVEST A clearing number is a number assigned to a financial institution by the DTCC (the Depository Trust and Clearing Corporation). Every institution gets a unique code (sometimes multiple for different branches.) These numbers help financial institutions facilitate transfers of assets. Clearing numbers are required for accounttransfers.
DTC PARTICPANT REPORT (ALPHABETICAL SORT MONTH ENDING dtc particpant report (alphabetical sort) month ending - june 30, 2019 participant account name number cantor fitzgerald & co./debt capital markets 7311 cavali iclv s.a. 2011 PLATFORMS | OPENINVEST OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and launch custom models on the fly. With Portfolio Diagnosis, advisors can automatically analyze a client’s current holdings andproduce
INDIVIDUAL INVESTORS OpenInvest offers both individual accounts and tax-advantaged IRAs that incorporate the causes you care about. Apply social and environmental causes built from expert research and include or exclude individual companies in order to create your completely customized account. Your long-term, passive investment will be made up ofequities of the
OPENINVEST PRODUCT EXPLORER OpenInvest Models are turnkey, low-maintenance ESG portfolios that track the S&P 500 Index, and your clients can choose from either environmental or social causes. YOUR BEST FIT. OpenInvest Model Portfolios. You’re looking for a simple, turnkey ESG solution that you can implement without overhauling your current business structure. ARTICLES AND INSIGHTS Debunking ESG Myths Part 1: The Fear of Sacrificing Financial Returns. 4/14/2021. In this three-part blog series, learn more about the biggest myths when it comes to ESG investing and how you can debunk them. Read More ›.PRESS | OPENINVEST
As America Honors Veterans, OpenInvest Launches an ESG Cause to Spotlight the Top 10 Market Leaders that Best Employ and Support our Soldiers. 11/10/2020. Read full story ›. Andreessen Horowitz-Backed OpenInvest Introduces Portfolio Diagnosis: The First Way to Tangibly Measure the Social Impact of Investments. SOLUTIONS | CUSTOM SEPARATELY MANAGED ACCOUNTS | OPENINVEST OpenInvest’s advisor web portal allows you to create individualized portfolios for your clients with a few clicks of a button. ESG ALIGNMENT. Capture client values. Help your clients invest in what matters most to them. Select from a range of causes backed by industry-leading data to SOLUTIONS | PORTFOLIO DIAGNOSIS | OPENINVEST Diagnose a portfolio based on the values your client cares about most. Each cause is backed by industry-leading data to create top-of-the-line value screens. Tangible impact metrics. Build long-lasting client relationships by providing detailed, engaging metrics that reflect the true impact of their investments. True portfolio transparency.FIGHT DEFORESTATION
Deforestation and Declining Biodiversity. Deforestation is responsible for approximately 24% of global greenhouse gas emissions. A loss of forest cover also reduces the earth’s ability to absorb the vast amounts of greenhouse emissions created by human industry. 18.7 million acres of forests are lost annually to deforestation, making it the leading cause of declining biodiversity on earth. WEBINAR | HYPER-PERSONALIZED PORTFOLIOS: AN INTRODUCTION Exceed client expectations with hyper-personalized investment solutions through direct indexing. Join our webinar on May 26 and see how direct indexing can elevate your business. Learn how OpenInvest’s Dynamic Custom Indexing (DCI) tools fully automate direct indexing and enable you to build your clients’ portfoliosaround their values
THE BANKS FUNDING FOSSIL FUELS Meanwhile, Wells Fargo ranked at 24 after the bank increased its fossil fuel financing in 2017 from $1.56 billion to $1.71 billion. Sadly, extreme fossil fuel funding continues to have climate, environmental, and human rights impacts. At a time when it is essential to limit climate change to 1.5 degrees Celsius, the report concludes that banksESG INVESTING
Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more. Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automatedtax
PLATFORMS | OPENINVEST OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and launch custom models on the fly. With Portfolio Diagnosis, advisors can automatically analyze a client’s current holdings andproduce
MODELS | OPENINVEST
Social Large Cap Model. Provide your clients with an opportunity to invest in a broad range of social values. The OpenInvest Social Model tracks the S&P 500 Index for broad market exposure. Get started ›. ABOUT US | ON A MISSION TO MAINSTREAM VALUES-BASED INVESTING Senior Financial Strategist. Ari brings both conceptual and analytical expertise to OpenInvest, with experience ranging across finance, tax, law, and ethics. Prior to OpenInvest, Ari was a Senior Investment Associate at Bridgewater Associates. He holds a B.A. from Harvard, a J.D. from Yale, and a OPENINVEST PRODUCT EXPLORER OpenInvest Models are turnkey, low-maintenance ESG portfolios that track the S&P 500 Index, and your clients can choose from either environmental or social causes. YOUR BEST FIT. OpenInvest Model Portfolios. You’re looking for a simple, turnkey ESG solution that you can implement without overhauling your current business structure. $30T IN INHERITANCE MOVING TO MILLENNIALS: HOW TO PREPARE Image source: Pew Research Center While it might seem like these tech-savvy and automation-loving millennials would be gravitating in large numbers to robo-advisors, this is largely not the case.At the end of the day, your potential millennial clients want to have a relationship with their financial advisor. TRANSPARENCY AND INNOVATION: SIX ESG TRENDS IN 2021SEE MORE ONOPENINVEST.COM
THE 25 BEST (AND WORST) COMPANIES FOR LGBTQ RIGHTS IN The 25 best companies for LGBTQ rights are not only ranked 100 on the Index, but they also: Rank as leaders for fighting climate change. Are not in the tobacco industry. Are not in the private prison industry and/or do not benefit/invest in for-profit prisons. Have at least 0.1% or greater percentage of women in executive positions. FAQ - WHAT IS A CLEARING NUMBER? - OPENINVEST A clearing number is a number assigned to a financial institution by the DTCC (the Depository Trust and Clearing Corporation). Every institution gets a unique code (sometimes multiple for different branches.) These numbers help financial institutions facilitate transfers of assets. Clearing numbers are required for accounttransfers.
DTC PARTICPANT REPORT (ALPHABETICAL SORT MONTH ENDING dtc particpant report (alphabetical sort) month ending - june 30, 2019 participant account name number cantor fitzgerald & co./debt capital markets 7311 cavali iclv s.a. 2011ESG INVESTING
Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more. Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automatedtax
PLATFORMS | OPENINVEST OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and launch custom models on the fly. With Portfolio Diagnosis, advisors can automatically analyze a client’s current holdings andproduce
MODELS | OPENINVEST
Social Large Cap Model. Provide your clients with an opportunity to invest in a broad range of social values. The OpenInvest Social Model tracks the S&P 500 Index for broad market exposure. Get started ›. ABOUT US | ON A MISSION TO MAINSTREAM VALUES-BASED INVESTING Senior Financial Strategist. Ari brings both conceptual and analytical expertise to OpenInvest, with experience ranging across finance, tax, law, and ethics. Prior to OpenInvest, Ari was a Senior Investment Associate at Bridgewater Associates. He holds a B.A. from Harvard, a J.D. from Yale, and a OPENINVEST PRODUCT EXPLORER OpenInvest Models are turnkey, low-maintenance ESG portfolios that track the S&P 500 Index, and your clients can choose from either environmental or social causes. YOUR BEST FIT. OpenInvest Model Portfolios. You’re looking for a simple, turnkey ESG solution that you can implement without overhauling your current business structure. $30T IN INHERITANCE MOVING TO MILLENNIALS: HOW TO PREPARE Image source: Pew Research Center While it might seem like these tech-savvy and automation-loving millennials would be gravitating in large numbers to robo-advisors, this is largely not the case.At the end of the day, your potential millennial clients want to have a relationship with their financial advisor. TRANSPARENCY AND INNOVATION: SIX ESG TRENDS IN 2021SEE MORE ONOPENINVEST.COM
THE 25 BEST (AND WORST) COMPANIES FOR LGBTQ RIGHTS IN The 25 best companies for LGBTQ rights are not only ranked 100 on the Index, but they also: Rank as leaders for fighting climate change. Are not in the tobacco industry. Are not in the private prison industry and/or do not benefit/invest in for-profit prisons. Have at least 0.1% or greater percentage of women in executive positions. FAQ - WHAT IS A CLEARING NUMBER? - OPENINVEST A clearing number is a number assigned to a financial institution by the DTCC (the Depository Trust and Clearing Corporation). Every institution gets a unique code (sometimes multiple for different branches.) These numbers help financial institutions facilitate transfers of assets. Clearing numbers are required for accounttransfers.
DTC PARTICPANT REPORT (ALPHABETICAL SORT MONTH ENDING dtc particpant report (alphabetical sort) month ending - june 30, 2019 participant account name number cantor fitzgerald & co./debt capital markets 7311 cavali iclv s.a. 2011 PLATFORMS | OPENINVEST OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and launch custom models on the fly. With Portfolio Diagnosis, advisors can automatically analyze a client’s current holdings andproduce
INDIVIDUAL INVESTORS OpenInvest offers both individual accounts and tax-advantaged IRAs that incorporate the causes you care about. Apply social and environmental causes built from expert research and include or exclude individual companies in order to create your completely customized account. Your long-term, passive investment will be made up ofequities of the
OPENINVEST PRODUCT EXPLORER OpenInvest Models are turnkey, low-maintenance ESG portfolios that track the S&P 500 Index, and your clients can choose from either environmental or social causes. YOUR BEST FIT. OpenInvest Model Portfolios. You’re looking for a simple, turnkey ESG solution that you can implement without overhauling your current business structure. ARTICLES AND INSIGHTS Debunking ESG Myths Part 1: The Fear of Sacrificing Financial Returns. 4/14/2021. In this three-part blog series, learn more about the biggest myths when it comes to ESG investing and how you can debunk them. Read More ›.PRESS | OPENINVEST
As America Honors Veterans, OpenInvest Launches an ESG Cause to Spotlight the Top 10 Market Leaders that Best Employ and Support our Soldiers. 11/10/2020. Read full story ›. Andreessen Horowitz-Backed OpenInvest Introduces Portfolio Diagnosis: The First Way to Tangibly Measure the Social Impact of Investments. SOLUTIONS | CUSTOM SEPARATELY MANAGED ACCOUNTS | OPENINVEST OpenInvest’s advisor web portal allows you to create individualized portfolios for your clients with a few clicks of a button. ESG ALIGNMENT. Capture client values. Help your clients invest in what matters most to them. Select from a range of causes backed by industry-leading data to SOLUTIONS | PORTFOLIO DIAGNOSIS | OPENINVEST Diagnose a portfolio based on the values your client cares about most. Each cause is backed by industry-leading data to create top-of-the-line value screens. Tangible impact metrics. Build long-lasting client relationships by providing detailed, engaging metrics that reflect the true impact of their investments. True portfolio transparency.FIGHT DEFORESTATION
Deforestation and Declining Biodiversity. Deforestation is responsible for approximately 24% of global greenhouse gas emissions. A loss of forest cover also reduces the earth’s ability to absorb the vast amounts of greenhouse emissions created by human industry. 18.7 million acres of forests are lost annually to deforestation, making it the leading cause of declining biodiversity on earth. WEBINAR | HYPER-PERSONALIZED PORTFOLIOS: AN INTRODUCTION Exceed client expectations with hyper-personalized investment solutions through direct indexing. Join our webinar on May 26 and see how direct indexing can elevate your business. Learn how OpenInvest’s Dynamic Custom Indexing (DCI) tools fully automate direct indexing and enable you to build your clients’ portfoliosaround their values
THE BANKS FUNDING FOSSIL FUELS Meanwhile, Wells Fargo ranked at 24 after the bank increased its fossil fuel financing in 2017 from $1.56 billion to $1.71 billion. Sadly, extreme fossil fuel funding continues to have climate, environmental, and human rights impacts. At a time when it is essential to limit climate change to 1.5 degrees Celsius, the report concludes that banksESG INVESTING
Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more. Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automatedtax
PLATFORMS | OPENINVEST OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and launch custom models on the fly. With Portfolio Diagnosis, advisors can automatically analyze a client’s current holdings andproduce
ABOUT US | ON A MISSION TO MAINSTREAM VALUES-BASED INVESTING Senior Financial Strategist. Ari brings both conceptual and analytical expertise to OpenInvest, with experience ranging across finance, tax, law, and ethics. Prior to OpenInvest, Ari was a Senior Investment Associate at Bridgewater Associates. He holds a B.A. from Harvard, a J.D. from Yale, and aCAUSES | OPENINVEST
OpenInvest's ESG investing technology helps your clients invest in what matters most to them. Your clients can choose from a variety of causes including LGBTQIA+ rights, TRANSPARENCY AND INNOVATION: SIX ESG TRENDS IN 2021SEE MORE ONOPENINVEST.COM
FAQ - CAN I LINK MY BANK ACCOUNT? Once you find your bank, select it and then log in using the username and password that you log into your online banking with.When you are successfully logged in you can select which account you would like to connect. If your bank is not available with the express option, you can still link your bank to your OpenInvest account using the Bank(Manual) option.
THE 25 BEST (AND WORST) COMPANIES FOR LGBTQ RIGHTS IN The 25 best companies for LGBTQ rights are not only ranked 100 on the Index, but they also: Rank as leaders for fighting climate change. Are not in the tobacco industry. Are not in the private prison industry and/or do not benefit/invest in for-profit prisons. Have at least 0.1% or greater percentage of women in executive positions. SHAREHOLDER ACTIVISM: THE NIKE VOTE A proxy vote is a ballot cast by a shareholder of a corporation via “proxy,” rather than in person at a shareholder meeting. All shareholders of a company – small or large – receive a proxy ballot that details the various measures up for a vote. While there are many issues that can be voted on, such as approving a stockcompensation
THE BANKS FUNDING FOSSIL FUELS Meanwhile, Wells Fargo ranked at 24 after the bank increased its fossil fuel financing in 2017 from $1.56 billion to $1.71 billion. Sadly, extreme fossil fuel funding continues to have climate, environmental, and human rights impacts. At a time when it is essential to limit climate change to 1.5 degrees Celsius, the report concludes that banks DTC PARTICPANT REPORT (ALPHABETICAL SORT MONTH ENDING dtc particpant report (alphabetical sort) month ending - june 30, 2019 participant account name number cantor fitzgerald & co./debt capital markets 7311 cavali iclv s.a. 2011ESG INVESTING
Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more. Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automatedtax
PLATFORMS | OPENINVEST OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and launch custom models on the fly. With Portfolio Diagnosis, advisors can automatically analyze a client’s current holdings andproduce
ABOUT US | ON A MISSION TO MAINSTREAM VALUES-BASED INVESTING Senior Financial Strategist. Ari brings both conceptual and analytical expertise to OpenInvest, with experience ranging across finance, tax, law, and ethics. Prior to OpenInvest, Ari was a Senior Investment Associate at Bridgewater Associates. He holds a B.A. from Harvard, a J.D. from Yale, and aCAUSES | OPENINVEST
OpenInvest's ESG investing technology helps your clients invest in what matters most to them. Your clients can choose from a variety of causes including LGBTQIA+ rights, TRANSPARENCY AND INNOVATION: SIX ESG TRENDS IN 2021SEE MORE ONOPENINVEST.COM
FAQ - CAN I LINK MY BANK ACCOUNT? Once you find your bank, select it and then log in using the username and password that you log into your online banking with.When you are successfully logged in you can select which account you would like to connect. If your bank is not available with the express option, you can still link your bank to your OpenInvest account using the Bank(Manual) option.
THE 25 BEST (AND WORST) COMPANIES FOR LGBTQ RIGHTS IN The 25 best companies for LGBTQ rights are not only ranked 100 on the Index, but they also: Rank as leaders for fighting climate change. Are not in the tobacco industry. Are not in the private prison industry and/or do not benefit/invest in for-profit prisons. Have at least 0.1% or greater percentage of women in executive positions. SHAREHOLDER ACTIVISM: THE NIKE VOTE A proxy vote is a ballot cast by a shareholder of a corporation via “proxy,” rather than in person at a shareholder meeting. All shareholders of a company – small or large – receive a proxy ballot that details the various measures up for a vote. While there are many issues that can be voted on, such as approving a stockcompensation
THE BANKS FUNDING FOSSIL FUELS Meanwhile, Wells Fargo ranked at 24 after the bank increased its fossil fuel financing in 2017 from $1.56 billion to $1.71 billion. Sadly, extreme fossil fuel funding continues to have climate, environmental, and human rights impacts. At a time when it is essential to limit climate change to 1.5 degrees Celsius, the report concludes that banks DTC PARTICPANT REPORT (ALPHABETICAL SORT MONTH ENDING dtc particpant report (alphabetical sort) month ending - june 30, 2019 participant account name number cantor fitzgerald & co./debt capital markets 7311 cavali iclv s.a. 2011 ARTICLES AND INSIGHTS Debunking ESG Myths Part 1: The Fear of Sacrificing Financial Returns. 4/14/2021. In this three-part blog series, learn more about the biggest myths when it comes to ESG investing and how you can debunk them. Read More ›.CAUSES | OPENINVEST
OpenInvest's ESG investing technology helps your clients invest in what matters most to them. Your clients can choose from a variety of causes including LGBTQIA+ rights, SOLUTIONS | PORTFOLIO DIAGNOSIS | OPENINVEST Diagnose a portfolio based on the values your client cares about most. Each cause is backed by industry-leading data to create top-of-the-line value screens. Tangible impact metrics. Build long-lasting client relationships by providing detailed, engaging metrics that reflect the true impact of their investments. True portfolio transparency. SOLUTIONS | CUSTOM SEPARATELY MANAGED ACCOUNTS | OPENINVEST OpenInvest’s advisor web portal allows you to create individualized portfolios for your clients with a few clicks of a button. ESG ALIGNMENT. Capture client values. Help your clients invest in what matters most to them. Select from a range of causes backed by industry-leading data toFAQ - OPENINVEST
Our fee is less than 1/2 a traditional investment advisor, and 1/4 to 1/5th of comparable ‘green’ mutual funds. All transactions costs and the underlying expense of any ETF’s we use are covered by our fee. We will even reimburse you if your current account charges FAQ - CONNECTING TO EXTERNAL SITES 1. Click Log In, the blue button in the upper right-hand corner of the page. 2. When you reach the login screen click Create a User ID. 3. Click the Next >> button. 4. From the Drop Down Menu, select 10-Apex Clearing Corporation, and then enter your account number in the account space and hit Next >>. 5.FIGHT DEFORESTATION
Deforestation and Declining Biodiversity. Deforestation is responsible for approximately 24% of global greenhouse gas emissions. A loss of forest cover also reduces the earth’s ability to absorb the vast amounts of greenhouse emissions created by human industry. 18.7 million acres of forests are lost annually to deforestation, making it the leading cause of declining biodiversity on earth. BANK OF THE WEST & OPENINVEST Published on. October 8, 2019. OpenInvest is thrilled to announce our agreement with Bank of the West, one of the nation’s largest banks with more than $80B in assets. Bank of the West's hundreds of financial advisers can now build values-based, customized passive portfolios. OpenInvest’s technology enables Bank of the West’sfinancial
SHAREHOLDER ACTIVISM: THE NIKE VOTE A proxy vote is a ballot cast by a shareholder of a corporation via “proxy,” rather than in person at a shareholder meeting. All shareholders of a company – small or large – receive a proxy ballot that details the various measures up for a vote. While there are many issues that can be voted on, such as approving a stockcompensation
DIVEST FROM THE PRISON INDUSTRIAL COMPLEX How Corporations Exploit the Incarcerated. The Prison Industrial Complex (PIC) is the network of companies and investors that benefit from incarcerated Americans, as well as the legislators and governmental systems that enable them. While many people are familiar with private prisons, the PIC includes other significant players: companies who sell goods and services at inflated prices toESG INVESTING
Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more. Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automatedtax
PLATFORMS | OPENINVEST OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and launch custom models on the fly. With Portfolio Diagnosis, advisors can automatically analyze a client’s current holdings andproduce
ABOUT US | ON A MISSION TO MAINSTREAM VALUES-BASED INVESTING Senior Financial Strategist. Ari brings both conceptual and analytical expertise to OpenInvest, with experience ranging across finance, tax, law, and ethics. Prior to OpenInvest, Ari was a Senior Investment Associate at Bridgewater Associates. He holds a B.A. from Harvard, a J.D. from Yale, and aCAUSES | OPENINVEST
OpenInvest's ESG investing technology helps your clients invest in what matters most to them. Your clients can choose from a variety of causes including LGBTQIA+ rights, TRANSPARENCY AND INNOVATION: SIX ESG TRENDS IN 2021SEE MORE ONOPENINVEST.COM
FAQ - CAN I LINK MY BANK ACCOUNT? Once you find your bank, select it and then log in using the username and password that you log into your online banking with.When you are successfully logged in you can select which account you would like to connect. If your bank is not available with the express option, you can still link your bank to your OpenInvest account using the Bank(Manual) option.
THE 25 BEST (AND WORST) COMPANIES FOR LGBTQ RIGHTS IN The 25 best companies for LGBTQ rights are not only ranked 100 on the Index, but they also: Rank as leaders for fighting climate change. Are not in the tobacco industry. Are not in the private prison industry and/or do not benefit/invest in for-profit prisons. Have at least 0.1% or greater percentage of women in executive positions. SHAREHOLDER ACTIVISM: THE NIKE VOTE A proxy vote is a ballot cast by a shareholder of a corporation via “proxy,” rather than in person at a shareholder meeting. All shareholders of a company – small or large – receive a proxy ballot that details the various measures up for a vote. While there are many issues that can be voted on, such as approving a stockcompensation
THE BANKS FUNDING FOSSIL FUELS Meanwhile, Wells Fargo ranked at 24 after the bank increased its fossil fuel financing in 2017 from $1.56 billion to $1.71 billion. Sadly, extreme fossil fuel funding continues to have climate, environmental, and human rights impacts. At a time when it is essential to limit climate change to 1.5 degrees Celsius, the report concludes that banks DTC PARTICPANT REPORT (ALPHABETICAL SORT MONTH ENDING dtc particpant report (alphabetical sort) month ending - june 30, 2019 participant account name number cantor fitzgerald & co./debt capital markets 7311 cavali iclv s.a. 2011ESG INVESTING
Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, and more. Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automatedtax
PLATFORMS | OPENINVEST OpenInvest has fully automated direct indexing end-to-end, with modules designed to empower existing players and systems. Our partners’ advisors can now pull out a tablet in a client meeting, tailor, and launch custom models on the fly. With Portfolio Diagnosis, advisors can automatically analyze a client’s current holdings andproduce
ABOUT US | ON A MISSION TO MAINSTREAM VALUES-BASED INVESTING Senior Financial Strategist. Ari brings both conceptual and analytical expertise to OpenInvest, with experience ranging across finance, tax, law, and ethics. Prior to OpenInvest, Ari was a Senior Investment Associate at Bridgewater Associates. He holds a B.A. from Harvard, a J.D. from Yale, and aCAUSES | OPENINVEST
OpenInvest's ESG investing technology helps your clients invest in what matters most to them. Your clients can choose from a variety of causes including LGBTQIA+ rights, TRANSPARENCY AND INNOVATION: SIX ESG TRENDS IN 2021SEE MORE ONOPENINVEST.COM
FAQ - CAN I LINK MY BANK ACCOUNT? Once you find your bank, select it and then log in using the username and password that you log into your online banking with.When you are successfully logged in you can select which account you would like to connect. If your bank is not available with the express option, you can still link your bank to your OpenInvest account using the Bank(Manual) option.
THE 25 BEST (AND WORST) COMPANIES FOR LGBTQ RIGHTS IN The 25 best companies for LGBTQ rights are not only ranked 100 on the Index, but they also: Rank as leaders for fighting climate change. Are not in the tobacco industry. Are not in the private prison industry and/or do not benefit/invest in for-profit prisons. Have at least 0.1% or greater percentage of women in executive positions. SHAREHOLDER ACTIVISM: THE NIKE VOTE A proxy vote is a ballot cast by a shareholder of a corporation via “proxy,” rather than in person at a shareholder meeting. All shareholders of a company – small or large – receive a proxy ballot that details the various measures up for a vote. While there are many issues that can be voted on, such as approving a stockcompensation
THE BANKS FUNDING FOSSIL FUELS Meanwhile, Wells Fargo ranked at 24 after the bank increased its fossil fuel financing in 2017 from $1.56 billion to $1.71 billion. Sadly, extreme fossil fuel funding continues to have climate, environmental, and human rights impacts. At a time when it is essential to limit climate change to 1.5 degrees Celsius, the report concludes that banks DTC PARTICPANT REPORT (ALPHABETICAL SORT MONTH ENDING dtc particpant report (alphabetical sort) month ending - june 30, 2019 participant account name number cantor fitzgerald & co./debt capital markets 7311 cavali iclv s.a. 2011 ARTICLES AND INSIGHTS Debunking ESG Myths Part 1: The Fear of Sacrificing Financial Returns. 4/14/2021. In this three-part blog series, learn more about the biggest myths when it comes to ESG investing and how you can debunk them. Read More ›.CAUSES | OPENINVEST
OpenInvest's ESG investing technology helps your clients invest in what matters most to them. Your clients can choose from a variety of causes including LGBTQIA+ rights, SOLUTIONS | PORTFOLIO DIAGNOSIS | OPENINVEST Diagnose a portfolio based on the values your client cares about most. Each cause is backed by industry-leading data to create top-of-the-line value screens. Tangible impact metrics. Build long-lasting client relationships by providing detailed, engaging metrics that reflect the true impact of their investments. True portfolio transparency. SOLUTIONS | CUSTOM SEPARATELY MANAGED ACCOUNTS | OPENINVEST OpenInvest’s advisor web portal allows you to create individualized portfolios for your clients with a few clicks of a button. ESG ALIGNMENT. Capture client values. Help your clients invest in what matters most to them. Select from a range of causes backed by industry-leading data toFAQ - OPENINVEST
Our fee is less than 1/2 a traditional investment advisor, and 1/4 to 1/5th of comparable ‘green’ mutual funds. All transactions costs and the underlying expense of any ETF’s we use are covered by our fee. We will even reimburse you if your current account charges FAQ - CONNECTING TO EXTERNAL SITES 1. Click Log In, the blue button in the upper right-hand corner of the page. 2. When you reach the login screen click Create a User ID. 3. Click the Next >> button. 4. From the Drop Down Menu, select 10-Apex Clearing Corporation, and then enter your account number in the account space and hit Next >>. 5.FIGHT DEFORESTATION
Deforestation and Declining Biodiversity. Deforestation is responsible for approximately 24% of global greenhouse gas emissions. A loss of forest cover also reduces the earth’s ability to absorb the vast amounts of greenhouse emissions created by human industry. 18.7 million acres of forests are lost annually to deforestation, making it the leading cause of declining biodiversity on earth. BANK OF THE WEST & OPENINVEST Published on. October 8, 2019. OpenInvest is thrilled to announce our agreement with Bank of the West, one of the nation’s largest banks with more than $80B in assets. Bank of the West's hundreds of financial advisers can now build values-based, customized passive portfolios. OpenInvest’s technology enables Bank of the West’sfinancial
SHAREHOLDER ACTIVISM: THE NIKE VOTE A proxy vote is a ballot cast by a shareholder of a corporation via “proxy,” rather than in person at a shareholder meeting. All shareholders of a company – small or large – receive a proxy ballot that details the various measures up for a vote. While there are many issues that can be voted on, such as approving a stockcompensation
DIVEST FROM THE PRISON INDUSTRIAL COMPLEX How Corporations Exploit the Incarcerated. The Prison Industrial Complex (PIC) is the network of companies and investors that benefit from incarcerated Americans, as well as the legislators and governmental systems that enable them. While many people are familiar with private prisons, the PIC includes other significant players: companies who sell goods and services at inflated prices toLog In
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A SIMPLE, POWERFUL ESG SOLUTION Win clients with values-based investing tools that reflect their impact on the world.Get a Demo Watch the video: "How OpenInvest Works" ›Get a Demo ELEVATE YOUR CLIENT RELATIONSHIPSCUSTOM SMAS
Offer clients a bespoke ESG investing experience with fully-customizable portfolios that align with their values while tracking the market.Learn More ›OPENINVEST
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Provide your clients with an accessible ESG investing solution with passive, values-based models.Learn More ›PORTFOLIO DIAGNOSIS
Connect with clients on a new level with tangible reports that highlight the impact of their investments.Learn More › THE RAPID GROWTH OF ESG INVESTING Funds with ESG-mandated assets have more than tripled since 2015. Clients are seeking a socially responsible way to invest.$29.6
$3.7
$30.2
$6.6
$31.6
$8.7
$34.6
$12.0
$34.5
$34.5
ESG-mandated
Non-ESG-mandated
Source: US SIF Foundation data through 2018; Deloitte Center for Financial Services analysis through 2025. WHY WORK WITH OPENINVEST? TANGIBLE IMPACT REPORTING No matter which solution you choose, your clients will benefit from proprietary reports that highlight the impact of their investments, like CO2 they’ve kept out of the atmosphere or percentage of womenin leadership.
DATA-POWERED SOLUTIONS Offer your clients an ESG investing solution backed by real data. Build portfolios based on an extensive list of values-based metrics including LGBTQIA+ rights, racial justice, disability inclusion, andmore.
Learn more ›
NEW TAX EFFICIENCIES Open new frontiers for your clients with tax optimization at the individual security level. Your clients will benefit from automated tax-loss harvesting, household and multi-generational exposures, and estimated tax impact tools. ENGAGE AND RETAIN CLIENTS WITH VALUES-BASED FINANCIAL SERVICESGet a Demo
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