Next video:
Loading the player...

Brett Wayman shares Envestnet's method for selecting an impact investing strategy.

Related Articles
  1. Tech

    Why Advisors May Want to Get to Know Envestnet

    Envestnet may be the answer for advisors looking for a complete client service system. Here is the lowdown on its suite of offerings.
  2. Investing

    What is Impact Investing?

    What is impact investing?
  3. Insights

    Bringing Impact Tools to Advisors

    Envestnet President Bill Crager on how The company is delivering impact investing technology platforms to financial advisors
  4. Investing

    The Evolution of Impact Investing

    James Lumberg, Co-founder and EVP of Envestnet, discusses how far Impact investing has come in the past decade and new challenges and opportunities for advisors.
  5. Financial Advisor

    Webinar: Incorporate Impact Into Your Practice

    Envestnet co-founder Jim Lumberg takes part in a webinar on how to incorporate impact investing into your practice.
  6. Investing

    The Essentials Of Impact Investing

    Learn the essentials of impact investing.
  7. Financial Advisor

    Impact Investing: How it Works and How to Invest

    Impact investing makes a positive impact, socially and/or environmentally, while also aiming to produce positive returns, and it's a growing trend.
  8. Investing

    Hedging

    Discover more about this method of reducing risk in your portfolio.
  9. Managing Wealth

    How Social Impact Bonds Work

    Social impact bonds are one way to funnel money to projects that will impact society.
  10. Tech

    Why Advisors Shouldn't Overlook Impact Investing

    The demand for impact-centered portfolio management is rapidly growing. Here's how advisors can get on the bandwagon with this new approach.
Hot Definitions
  1. Drawdown

    The peak-to-trough decline during a specific record period of an investment, fund or commodity. A drawdown is usually quoted ...
  2. Inverse Transaction

    A transaction that can cancel out a forward contract that has the same value date.
  3. Redemption

    The return of an investor's principal in a fixed income security, such as a preferred stock or bond; or the sale of units ...
  4. Solvency

    The ability of a company to meet its long-term financial obligations. Solvency is essential to staying in business, but a ...
  5. Dilution

    A reduction in the ownership percentage of a share of stock caused by the issuance of new stock. Dilution can also occur ...
  6. Agency Problem

    A conflict of interest inherent in any relationship where one party is expected to act in another's best interests. The problem ...
Trading Center