Bringing you live news and features since 2006 

Swell Investing launches impact investing offering for financial advisers

RELATED TOPICS​

Swell Investing is launching ‘Swell for Advisors’, giving financial advisers access to the firm’s impact investing offering.

Through Swell’s partnership with Folio Institutional, clients of the more than 450 firms on the Folio Institutional platform now have access to Swell’s thematic portfolios.
 
Advisers on the Folio Institutional platform access Swell’s portfolios through Model Manager Exchange (MMX), a marketplace enabling licensing of hundreds of equity, mutual fund, and ETF models from third-party managers. MMX helps advisor expand the range of portfolio models that they can offer clients.
 
“Our mission at Swell is to ensure every dollar invested has a positive impact on the world. Offering Swell to advisors through Folio’s platform greatly expands access to impact investing,” says Dave Fanger, CEO and Founder of Swell Investing. “This partnership with Folio Institutional is just the beginning. We’re looking forward to continuing our work with the advisor community as investors across generations demand transparent, ethical investing options that don’t sacrifice returns.”

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
ETFs
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by