Issue link: https://resources.envestnet.com/i/1527485
Management service can help advisors enhance the value they provide to their clients and differentiate themselves in an increasingly competitive marketplace. Tax overlay services also work in conjunction with direct indexing. Personalized direct indexing has the potential to grow wealth through tax optimization in a meaningful, consistent manner by leveraging tax-loss harvesting opportunities present in bear markets and bull markets alike, making tax management an important financial planning tool every year. As investors globally are looking for more personalized advice, we firmly believe that sustainable investing is a leading form of personalization where advisors can curate portfolios that align with client's social and environmental preferences, in addition to their risk and return objectives. Envestnet's Sustainable Investing Taxonomy encompasses a range of investor motivations and approaches, which can be pursued independently or together: Invest in a Changing World Motivation Invest to Improve the World Invest with Your Values Approaches Exclusions Envestnet's goal is to provide tools and insights to equip and enable each advisor to build portfolio solutions specific to his or her individual client values and interests. The aim is not to be an arbiter of truth, but rather to give advisors an ecosystem of tools to drive decisions around their clients' preferences, and guide them through the journey with their client. This is delivered to advisors in part through Envestnet's Sustainable Investment View. The Sustainable Investment View is a fully embedded end-to-end technology solution that covers all aspects of the investment proposal workflow. Leveraging the scope and breadth of Envestnet's investment research and technology platform, it offers access to: • Fully integrated proposal tools to profile clients on their sustainable investing preferences, review their current portfolio for alignment with those preferences, and build a more aligned portfolio for the client. • Extensive filtering capabilities in the proposal tool and our research center to help advisors identify the right investment strategies for their clients' particular needs • Multi-layered reporting capabilities at the product, client account, and aggregate levels - to demonstrate and illustrate ESG or impact outcomes One key feature of the Sustainable Investment View is its customizable © 2023 Envestnet, Inc. All rights reserved. For one-on-one use for client's Financial Advisor only. 12