OpenInvest is a separately managed account (SMA) solution that helps sustainability-minded institutions custom screen their passive index investing to advance their mission and values.
OpenInvest’s proprietary technology empowers its clients to directly purchase the underlying basket of stocks in their preferred benchmark, screen out and screen in companies aligned to their mission, and closely track the benchmark.
By offering the benefits of direct stock ownership, OpenInvest allows institutions to skip the middleman and avoid a layer of fees while enabling customization to their values, measurable social and environmental impact data, participation in shareholder campaigns and the ability to vote their proxies.
Headquartered in San Francisco, OpenInvest is a Public Benefit Corporation dedicated to expanding values-informed investing through technology. The company was founded by two of the architects of Bridgewater Associates’ portfolio management and trading systems and a sustainable finance expert from the World Wildlife Fund. It is backed by Andreessen Horowitz, YCombinator, and QED, the founders of CapitalOne. OpenInvest now employs a staff of financial, technology, and ESG experts across three continents and is recognized as a global thought leader in ESG implementation.
Customize your Causes
Track the Market
See your Impact
Vote your Values
Enhanced ESG Data
Your investments can have a powerful social impact, while tightly tracking any market index
Are you positioned for the future? OpenInvest’s easy and elegant solution puts advisors in the driver’s seat, driving acquisition and retention.
Foundations & Endowments
OpenInvest aligns the passive core of your portfolio with your organizational values. We use better ESG data you can trust, providing a quantifiable impact.
Welcome to the future of pensions. Stakeholders express their views, divest-invest, and vote proxies with a swipe, while tightly tracking the benchmark.
OpenInvest Portfolio Construction
Specify your values and your target benchmark
OpenInvest’s software analyzes all securities
Customized ‘fund’ tightly tracks the benchmark
Re-optimizes regularly as ESG and financial data change
Ongoing shareholder empowerment, proxy voting and impact reporting
The Causes - Samples
OpenInvest works with its clients to launch customized screens to reflect their values and advance their missions. Our customers mix and match these positive and negative themes to reflect their specific impact and investment goals.
Favor companies leading the way, and eliminate companies with the greatest risks.
Favor companies with higher levels of gender diversity, while eliminating the worst performers
Divest from the mix of companies profiting from and lobbying for mass imprisonment, while favoring those hiring the formerly incarcerated
Fully divest from weapons and ammunition companies
Divest from tobacco companies, and see how many cigarettes you avoided financing