OpenInvest Vision: Values-based Investing Is Only the Beginning     LEARN MORE ›

Sustainable investing is only the beginning

We’re at the precipice of a massive undertaking – to seamlessly connect people’s values to their money at scale.
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What we're building today

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Data-Powered Causes

We’re building a platform to offer an extensive list of values-based metrics like reducing greenhouse gas emissions, LGBTQIA+ rights, racial justice, and more.
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Sustainability reporting

Relatable Sustainability Reporting

Our digestible and proprietary reports highlight the relatable ESG metrics of a portfolio, like number of trees planted or CO2 kept out of the atmosphere.

The OpenInvest vision

OpenInvest, a J.P. Morgan company, provides insights and technology for values-driven investors.
OpenInvest founded with a mission to mainstream values-based investingOpenInvest established as a Public Benefit CorporationOpenInvest acquired by J.P. MorganOpenInvest vision timeline
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We’re just getting started. If you want to work towards building a better future – we’re hiring. Come build with us.
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Sustainable investing (“SI”) and investment approaches that incorporate environmental social and governance (“ESG”) objectives may include additional risks. SI strategies, including ESG separately managed accounts (“SMAs”), mutual funds and exchange traded funds (“ETFs”), may limit the types and number of investment opportunities and, as a result, could underperform other strategies that do not have an ESG or sustainable focus. Certain strategies focused on particular sectors may be more concentrated in particular industries that share common factors and can be subject to similar business risks and regulatory burdens. Investing on the basis of sustainability/ESG criteria can involve qualitative and subjective analysis and there can be no assurance that the methodology utilized, or determinations made, by the investment manager will align with the beliefs or values of the investor. Investment managers can have different approaches to ESG or sustainable investing and can offer strategies that differ from the strategies offered by other investment managers with respect to the same theme or topic. ESG or sustainable investing is not a uniformly defined concept and scores or ratings may vary across data providers that use similar or different screens based on their process for evaluating ESG characteristics. Additionally, when evaluating investments, an investment manager is dependent upon information and data that may be incomplete, inaccurate or unavailable, which could cause the manager to incorrectly assess an investment’s ESG/ SI performance.

The evolving nature of sustainable finance regulations and the development of jurisdiction-specific legislation setting out the regulatory criteria for a “sustainable investment” or “ESG” investment mean that there is likely to be a degree of divergence as to the regulatory meaning of such terms. This is already the case in the European Union where, for example, under the Sustainable Finance Disclosure Regulation (EU) (2019/2088) (“SFDR”) certain criteria must be satisfied in order for a product to be classified as a “sustainable investment”. Unless otherwise specified, any references to “sustainable investing” or “ESG” in this material are intended as references to our internally developed criteria only and not to any jurisdiction-specific regulatory definition.
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