PMC Impact Archive
Timely commentary, award-winning research, and practice management tools from PMC help advisors engage clients and make more informed impact investing decisions. Access even more impact thought leadership and resources through the Envestnet Institute. |
Impact Investing Is at ‘Sweet Spot’ for Advisors TrustAdvisor (published on May 18, 2016) TrustAdvisor covered the special impact investing session at the Envestnet Advisor Summit in May 2016. "Investors have $13.6 trillion in impact investments, representing 22% of professionally managed assets globally...". Read the article via TrustAdvisor. |
||
|
||
Opportunities and Resources for Impact Investing Envestnet Advisor Summit 2016 Session, May 18, 2016 A special impact investing session at the Envestnet Advisor Summit in May 2016 featured a panel of leaders from the industry, including Patricia Farrar-Rivas, CEO of Veris Wealth Partners, Amber Nystrom, Founder and CEO of Trinity Nexus, Zachary Karabell, Head of Global Strategy at Envestnet, and Ryan Tagal, Director of Product Management at Envestnet | PMC. View the presentation. |
||
|
||
The Essential Advisor: Building Value in the Investor-Advisor Relationship By Bill Crager, President, and Jay Hummel, SVP Advisory Services, Envestnet The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services, which includes impact investing. As the industry and consumers evolve, and old methods become less and less relevant, many advisors are left behind. Learn how to turn this shift into a positive, maximize new opportunities, and deliver the results and experience increasingly expected of financial advisors. Learn more and purchase a copy of the book. |
||
|
||
Making a Case for Impact Investing by Jim Lumberg (published on InvestmentNews on April 24, 2016) In this article, Jim Lumberg, Co-Founder and Executive Vice President at Envestnet, explains why an impact investing capability is essential to a state-of-the-art advisory practice that's attuned to meeting client demands. Read the article via InvestmentNews. |
||
|
||
Making Values Accessible: Impact Investing at Low Cost by Ryan Tagal (published on TrustAdvisor on April 20, 2016) In this article, Ryan Tagal, Director of Product Management at Envestnet | PMC, describes the evolving structure in impact investing that affords implementation options for all levels of clients. Read the article via TrustAdvisor. |
||
|
||
Investing with Impact: Increasingly a Matter-of-Fact The Envestnet Edge, April 2016 With the growing interest in impact investing, advisors need viable, accessible solutions that allow them to easily pivot client portfolios toward the priorities of key investor groups such as millennials and women. Watch the video and read the commentary by Zachary Karabell. |
||
|
||
ENVESTAT Intersection: Quantifying Advisor-Created Value Envestnet's Industry Analytics Report (April 13, 2016) During this quarter we tried to address a few issues related to quantifying advisor behavior in which value is created to the end consumer — including if there is a way to create value for a client using impact investing as a strategy, and whether that strategy causes the client to sacrifice return. Read this special quarterly edition, and join our mailing list to receive the latest ENVESTAT reports and analysis as they become available. |
||
|
||
ENVESTAT: Doing Well and Doing Good Are Not Mutually Exclusive Envestnet's Industry Analytics Report (March 22, 2016) Demand for impact investing is growing but remains just a small percentage of Envestnet's overall SMA accounts. One reason for this shortfall may be the concern that there is a tradeoff in performance when choosing impact investments. This special edition on impact reveals that notion of performance may be more perception than reality. join our mailing list to receive the latest ENVESTAT reports and analysis as they become available. |
||
|
||
ENVESTAT: Impact Investing, Poised for Growth Envestnet's Industry Analytics Report (March 8, 2016) While client demand for impact investing is skyrocketing, this edition of ENVESTAT shows it remains just a small percentage of Envestnet's overall SMA accounts. This suggests supply, and advisor interest, may not be keeping up with demand. Read this special edition on impact and join our mailing list to receive the latest ENVESTAT reports and analysis as they become available. |
||
|
||
How and Why SRI Performance Differs from Conventional Strategies PMC Quantitative Research Group White Paper PMC Quantitative Research found that impact investing does "no harm" relative to unconstrained, conventional investing. Read the white paper, which received an Honourable Mention for the 2014 Sustainalytics Prize for Excellence in RI Research. |
||
|
||
Women, Wealth, and Impact Webinar Replay (Recorded on 1 October 2015) Zachary Karabell spoke to Sallie Krawcheck, Chair, Ellevate, and Patricia Farrar-Rivas, CEO, Veris Wealth Partners, about investments that promote gender equality and women's empowerment. Listen to the webinar and download the presentation to learn how to better engage and serve female clients, discover "gender lens" investment options, and differentiate your advisory practice. |
||
|
||
You Know What's Not Sustainable? Ignoring the Opportunity in Impact Investing The Envestnet Edge, October 2014 Zachary Karabell talks about looking beyond short-term market volatility and paying attention to longer-term trends, including the expanding universe of impact investing. Watch the video, and read the full commentary. |
||
|