Personalization at Scale
OpenInvest is a tech-enabled asset management platform that provides easy, low-cost direct indexing across client accounts. Benefits include tax optimization at the individual security level, creating proprietary factor portfolios, real-time impact reporting, and account-level customization around personal values.
Institutions can create a deeper impact by investing in creating resilient, sustainable and economically healthy communities.
In the US, someone has a heart attack every 40 seconds. Heart disease is the leading cause of death in both men and women. In fact, the disease is responsible for 1 in every 4 deaths.
American corporations spend hundreds of millions of dollars each year to support candidates and shape policy at both the state and national levels.
CO2 and other carbon emissions are understood to be the primary anthropogenic (man-made) contributor to climate change.
The Dakota Access Pipeline (DAPL) poses a serious threat to the water and lands of the Standing Rock Sioux of North Dakota.
Deforestation is responsible for approximately 15% of global greenhouse gas emissions.
Fossil fuels, such as petroleum (oil), coal, and natural gas, constantly harm our environment in every stage from extraction to consumption.
Medical experts consider American gun violence a public health crisis that should garner the same attention and action as any other viral epidemic.
While the battle to legalize gay marriage dominated many of the conversations about gay rights in recent years, workplace rights and protection against workplace discrimination have always been major concerns for LGBTQIA+ activists.
The prison industrial complex (PIC) includes all the actors profiting from America’s broken incarceration system and the millions of incarcerated Americans it exploits.
Across the world, military, climate and domestic crises have forcibly displaced 68.5 million people, primarily in developing countries.
Human trafficking, forced labor, and other forms of human exploitation are widespread in global supply chains, where networks of contractors, subsidiaries, and foreign operations make accountability nearly impossible.
Each year, tobacco kills 480,000 people in the US alone, with almost 10% of those deaths coming from second hand smoke. Big Tobacco is known for its deceitful and exploitative marketing tactics.