Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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OpenInvest’s Optimus platform is designed for advisors who want to differentiate their businesses by providing customized, ESG-responsive portfolios, says co-founder Josh Levin.
The actively managed Women’s Leadership Fund will invest in about 100 companies that have either one-third women board members, a woman on the senior management team or that meet gender diversity initiatives for hiring, retention, paid leave and...