michael.pendergrass
Acronym
OpenInvest
Product ID
OpenInvest_Model
Description

Passive ESG models that track a chosen benchmark and allow seamless direct indexing.

Images
Image
OpenInvest_Models1
Details

Tangible impact metrics that reflect your clients' values.

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OpenInvest_Models2
Details

OpenInvest's user-frinedly technology allows you to build values-based portfolios without sacrificing returns.

Vendors
OpenInvest
Schwab Products
SIT Provider
Section
Trading & Rebalancing
Ad Hoc Tags
DoubleClick Tags

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