Issue link: https://resources.envestnet.com/i/1527485
By providing access to a range of data and research, customizable tools and resources, and education and thought leadership, the platform can help advisors make informed and effective sustainable investment decisions that aligns with a client's personal preferences, values and financial objectives. Six suites of risked based, globally allocated portfolio solutions Direct Indexing solutions Differentiated Portfolios (FSPs, QPs, etc.) Partnerships with Industry leading Sustainable/ESG Managers Overlay Screen offering, allowing for customized alignment Innovative Investment Solutions Turnkey Platform enables seamless transition to Sustainable Investing (Assess, Audit, Build, Report) Sustainable Investing Portfolio Attributes (Climate Conversation, Diversity, Community, Wellness) Risk Optimized Portfolio Management Technology Solutions Comprehensive ESG/Sustainability dataset from leading sources Qualitative Analysis Quantitative, Metrics-Driven Impact Reporting (e.g. 300 gallons of water saved & 100 cars' C0 2 emissions precluded) Data & Research Complete education curriculum through Envestnet Institute Easy bite-sized overviews supported by comprehensive guides Quarterly Newsletter with latest market trends Experienced & dedicated team Education & Training Creating Curated Portfolios As a financial advisor, you face the daunting task of creating truly optimal portfolios that meet the unique needs and goals of each of your clients. How are you handling these challenges? • Bring scale to the enterprise • Make tradeoffs when solutions may appear remarkably similar • Help clients appreciate the differences among the many possibilities These are the challenges that we must overcome to succeed in today's rapidly changing landscape of investment management. When clients come to you with specific concerns, such as potential tax increases, you need to have a range of solutions at your fingertips that go beyond selling products. You need to be able to create portfolios that solve problems and meet their unique needs. This requires a novel approach to asset management that goes beyond the traditional boundaries that have been set up to make the asset allocation decision manageable in a manual world. By leveraging technology and working with asset managers and platforms, you can curate sets of solutions that bring together a mix of investments optimized around a given function. For example, a Social Legacy Portfolio might combine direct indexing that allows the client to exclude particular industries and stocks based on personal biases or interests with private market solutions that support environmentally friendly infrastructure builds and green bonds that raise money for climate projects. A Decumulation Portfolio could weave together public and private equities for growth, liability driven bond ladders to meet income needs in early retirement, a deferred income annuity for longevity protection, and long-term care insurance. © 2023 Envestnet, Inc. All rights reserved. For one-on-one use for client's Financial Advisor only. 14