approach. Each investor has their own set of sustainable investing or
values-based preferences and priorities. Advisors can tailor their workflow
to the specific needs and preferences of each client and can adjust
their strategy as needed to respond to changing market conditions or
client preferences. The platform also provides a range of reporting and
analysis tools that can help advisors track and evaluate both financial
performance and sustainability related exposures and outcomes of client
portfolios over time.
To complement the Sustainable Investment View, Envestnet delivers
robust manager research on sustainable investment strategies available
on the platform, and has built due diligence processes around these
types of strategies. In addition to providing tools and resources for
sustainable investing, Envestnet also offers education and thought
leadership on sustainable investing trends and best practices, featuring
a range of articles, white papers, and webinars on sustainable investing
topics, as well as access to industry experts and thought leaders.
Technology
Intelligence
Solutions
Intelligent
Financial
Life™
Investment products available for varying
account sizes, investment styles, and
sustainable approach spectrums
Direct Indexing and custom SMA solutions
Overlay services with 24 values-based
screens
Full flexibility to mix and match across the
three pillars of Intelligence, Tech and Solutions
Detailed portfolio analytics powered by ESG
and impact data access through partnerships
with industry-leading vendors
Robust due diligence frameworks specific to
ESG integration and thematic impact
Education and training support
Fully integrated proposal tool empowering advisors to
incorporate sustainable investing in their practices
Extensive filtering capabilities that foster effective and
robust investment research
Multi-layered reporting capabilities at the product
client account and aggregate levels
© 2023 Envestnet, Inc. All rights reserved. For one-on-one use for client's Financial Advisor only.
13
