Next video:
Loading the player...

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.

Related Articles
  1. Investing

    What is Impact Investing?

    What is impact investing?
  2. 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.
  3. Financial Advisor

    Envestnet's Jim Patrick on the future of Impact

    Envestnet Executive VP and Head of Advisor Services Jim Patrick discusses the future of Impact investing.
  4. Financial Advisor

    Envestnet CEO on growth, industry consolidation & tech

    Envestnet Chairman, Founder and Chief Executive Officer Judson Bergman on what's driving Envestnet's growth.
  5. Insights

    Bringing Impact Tools to Advisors

    Envestnet President Bill Crager on how The company is delivering impact investing technology platforms to financial advisors
  6. Financial Advisor

    How Do I Pick a Good ESG Manager?

    Envestnet VP of Impact Investing Brett Wayman sits down with Dana Investment Advisors SVP Doug Classen to discuss finding the best qualified ESG advisors and the state of impact investing.
  7. Investing

    Data Availability Drives ESG Investing Surge

    Asset managers are capitalizing on a new swell of quantifiable information, with investors following suit.
  8. Investing

    Crafting Portfolio Strategies with Sustainable Goals

    Brett Wayman, senior portfolio strategist with Envestnet PMC, discusses strategies for helping investors find alpha through incorporating ESG principles into their analysis.
  9. Financial Advisor

    Tim Clift on beating benchmarks and shifting construction

    Tim Clift, Chief Investment Strategist at Envestnet, speaks with Investopedia about the changing landscape of impact portfolio construction, investment strategy performance, and the divide between ...
  10. Financial Advisor

    Is AI the Key to Scaling Your Practice?

    Financial advisors will need to harness AI to boost their businesses in the future, but the human touch will remain a key part of the industry.
Trading Center