Courses & Case Studies
Case Studies
Case Studies
1
Result
OpenInvest (218064)
by
Shawn Cole,
Boris Vallee and
Nicole Tempest Keller
- FEBRUARY 2018 (REVISED AUGUST 2018)
OpenInvest is a San Francisco-based startup founded in 2015 that uses “Robo advising” to enable retail investors to customize their portfolio as per their individual preferences. OpenInvest seeks to combine the strengths of both index investing and personalized impact portfolios. Examples of the latter include a lower-carbon portfolio, or a portfolio that underweights firms associated with gun violence.
Key Themes: The financial cost (Sharpe ratio) of small screens is negligible. Proxy voting enables
retail level engagement with companies and studies demonstrate proxy voting can influence
corporate behavior. FinTech enables customization and democratization of “impact investing”
that was not available even just a few years ago.