Combine Investment Intelligence with Social Awareness
Increasingly, investors want to make investment choices that align with their own personal convictions and invest in a way that promotes greater corporate responsibility. As a result, investors are paying close attention to the environmental, social, and governance issues (known as ESG factors) that underpin the philosophy of socially responsible investing (SRI) and sustainability, such as:
- Commitment to sound environmental practices
- Products that are both “green” and safe to use
- Good employer-employee relations and employer-community relations
- Citizen-friendly policies in the region of operation
- Track record of political stability and respect for human rights
Sustainability goes beyond simple stock screening. It is a fundamental investment philosophy that incorporates strategies that seek to enhance performance while accounting for factors that raise ESG issues.
THE ENVESTNET SUSTAINABILITY PLATFORMTM
The Envestnet Sustainability Platform™ connects you with attractive opportunities to integrate the essence of sustainability into a range of targeted investment strategies. The platform integrates three major components to systematically incorporate the tenets of sustainability into the decision-making process:
- Program design and portfolio solutions developed by Veris Wealth Partners
- Research on socially responsible investing factors from KLD Research & Analytics (KLD)
- Proxy voting recommendations to assist shareholders with important SRI-related decisions
The Sustainability Platform, integrated within the Envestnet platform, offers convenient access to:
- A Sustainable Unified Managed Account
- Sustainable Portfolios managed by leading investment strategists
- A broad universe of separately managed accounts, mutual funds, and ETFs that incorporate ESG factors
- Personal Conviction Screens (SRI Best-in-Class and SRI Strict), which give advisors the flexibility to use a traditional equity manager while incorporating a client's personal convictions in the selection process, enabling the removal of stocks that do not meet the standards defined by the client
