In the Media

LGIM teams up with OpenInvest to provide ESG stock screens

FINANCIAL TIMES. Patrick Temple-West, 11/05/2019

Moral Money: Bank of the West spins an ESG playlist

FINANCIAL TIMES. Gillian Tett, Patrick Temple-West and Billy Nauman, 10/09/2019

OpenInvest Offers ESG Customization for Bank of the West Advisors

WEALTHMANAGEMENT.COM. Patrick Donachie, 10/08/2019

Bank of the West, fintech OpenInvest partner on socially conscious investing

AMERICAN BANKER. Penny Crosman, 10/08/2019

WealthManagement Ep 2 – What Financial Advisors Need to Know About ESG Rating Systems with Claire Veuthey (Podcast)

WEALTHMANAGEMENT.COM. Davis Janowski, 10/03/2019

In|Vest 2019 in NYC with Joshua Levin from OpenInvest (Podcast)

BANK ON IT Live. John Siracusa, 08/12/2019

Pioneering Impact Investing Platform Pushes for Widespread Change

TRIPLE PUNDIT. Amy Brown, 07/16/2019

"Indexing is absolutely compatible with impact. Index funds are not." An interview with Josh Levin of OpenInvest

SOLUTIONS WITH SONYA. 07/10/2019

Startups Target Millennials With Social-Investing Apps

THE WALL STREET JOURNAL. Dieter Holger, 06/10/2019

You Can Now Invest in a 'Racial Justice' Index Fund

FORTUNE. Rey Mashayehki, 06/06/2019

Press Releases

OpenInvest And Legal & General Investment Management America Now Offer Asset Owners Customizable ESG Investment Portfolios 11/05/2019

OpenInvest Powers Investments That Support People With Disabilities 10/30/2019

OpenInvest Provides Bank Of The West With Personalized ESG Investment Portfolios For Its Customers 10/08/2019

OpenInvest Joins The U.N.-Supported Principles For Responsible Investment 07/11/2019

OpenInvest Challenges Socio-Economic Inequality; Launches Racial Justice Cause 06/06/2019

OpenInvest Launches 'Optimus' For Advisers 05/09/2019

OpenInvest Launches Place-Based Impact Investing 04/11/2019

OpenInvest Expands Sales Leadership Team To Support Rapid Growth 03/21/2019

OpenInvest Launches "Heart-Healthy" Investing Cause In Honor Of American Heart Awareness Month 02/07/2019

OpenInvest Launches "Divest From Dark Money" Investing Category 10/30/2018

Upcoming Events

How Technology Is Driving the Delivery of SRI/ESG Investing to the Retail Investor

Joshua Levin, 11/15/2019, The SRI Conference

ESG Reality Check

Joshua Levin, 12/6/2019, In|Vest West 2019


Past Events

Democratizing impact investing…one financial advisor at a time

Joshua Levin, 10/23/2019, SOCAP 2019

What impact do we want to make? Unpacking the future of ESG Investing

Joshua Levin, 9/10/2019, Boston FinTech Week.2019

From Manufacturing Products to Manufacturing Advice

Joshua Levin, 7/16/2019, In|Vest 2019

The Great Debates: A Strategist Perspective ESG Active vs. ESG Passive Solutions

Joshua Levin, 6/24/2019, The Sustainable Investing Conference

Asset Management 10 Years From Now: Who Wins & Who Loses?

Joshua Levin, 6/20/2019, 24th Annual Global Indexing and ETFs