Envestnet Advisors Accelerate Use of Sustainable Investment Strategies
February 27, 2022 | EP. 147 | Advisor/Client Relationship, Data Analytics Platform, Envestnet, Financial PlanningBrett Wayman, Senior Director, Sustainable Investing at Envestnet
Between 2015 and 2020 investor demand doubled the number of sustainable mutual funds and ETFs that are available in the U.S. The trend continued in 2021, with Envestnet reporting higher growth rates for asset flows into sustainability focused products. My guest on the program today is Brett Wayman, Senior Director of Sustainable Investing at Envestnet, and we talk about the dramatic increase of advisors on the platform who are using sustainable strategies. That’s 35,000 advisors (45%) working with 800,000 clients. And we discuss why more advisors need to understand why Sustainable Investing is so valuable to the advisor/client relationship.