Edelman Financial Engines (PRIVATE.EDELMAN)

Take Impact Assessment
Overall impact
D (29)

Commentary

Edelman Financial Engines is a below-average overall performer. With a 'D' rating of 29.0 for overall impact (bottom 25% of all companies), Edelman Financial Engines ranks 179th out of 190 industry peers, behind CM Finance, Logan Ridge Finance Corporation, Encore Capital and 175 others, and ahead of BrightSphere Investment, Whitehorse Finance, Prospect Ridge and 8 others. On top material causes for Edelman Financial Engines's industry (Financial Services), Edelman Financial Engines performs well in Quality Lifelong Education (81.2 score) and performs poorly in Lgbtq Equality (8.9 score), Reduced Availability of Weapons (0.0), Reduced Green House Gas Emissions (29.0) and 12 other causes where it received a 'D' or 'F' score.
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Less
Screens
Advertising
Alcohol
Alcohol - responsible marketing
Animal treatment
Anti-abortion support
Anti-Israel
Anti-personnel mines
Arctic drilling
Banned pesticides and chemicals
Biological and chemical weapons
Cannabis
Carbon emissions intensity
Child safety
Cluster munitions
Coal
Contraceptives
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Electrical utility
Endangered wildlife
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
Food commodity derivatives
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
ILO Conventions
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Land use and biodiversity
Military contracting
Misleading communication
Modern slavery
Music
Myanmar
Non-sustainable palm oil
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
OECD Guidelines
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
Tobacco - GICS
UK sanctions list
Undermining US elections
UN Global Compact
UN Guiding Principles
US OFAC sanctions list
Weapons
Impact
Cause PRIVATE.EDELMAN
Peer rank
Overall impact

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Screens
Advertising
Alcohol
Alcohol - responsible marketing
Animal treatment
Anti-abortion support
Anti-Israel
Anti-personnel mines
Arctic drilling
Banned pesticides and chemicals
Biological and chemical weapons
Cannabis
Carbon emissions intensity
Child safety
Cluster munitions
Coal
Contraceptives
Deforestation - financing
Deforestation - supply chain
Depleted uranium
Discrimination controversies
Electrical utility
Endangered wildlife
Environmental controversies
EU sanctions list
Factory farming
Fast food
Firearms
Food commodity derivatives
For-profit health care
Fossil fuel
Fur
Gambling
Genetic engineering
Health-related controversies
Human rights controversies
Human trafficking
ILO Conventions
Interest-based products
Interest-bearing debt
Interest-bearing securities
Iran
Land use and biodiversity
Military contracting
Misleading communication
Modern slavery
Music
Myanmar
Non-sustainable palm oil
Norges Bank exclusion list
Northern Ireland (Macbride)
North Korea
No SBTI commitment
Nuclear
OECD Guidelines
Oil and gas
Opioid controversies
Oppressive governments
Palestinian human rights
Pharma controversies
Pork
Pornography
Predatory lending
Prison involvement
Privacy breaches
Pro-life
Russia
Single-use plastic
Stem cell research
Sudan
Sugar
Syria
Tar sands
Thermal coal
Tobacco
Tobacco - GICS
UK sanctions list
Undermining US elections
UN Global Compact
UN Guiding Principles
US OFAC sanctions list
Weapons
Impact trend

Change in rating for overall impact

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Company
Founded
1987
Employees
1,345
Sector
Financials
Industry
Capital Markets
Sub-industry
Asset Management & Custody Banks
SASB industry
Asset Management & Custody Activities
Headquarters
Massachusetts, United States
Share classes
PRIVATE.EDELMAN
More info
http://www.edelmanfinancialengines.com/
Description
Established in 1987, Edelman Financial Services provides wealth management services primarily to individuals, corporations and financial institutions in North America. The firm's mass affluent segment provides investment advisory, wealth and investment management and financial planning services to an individual client. EFS also provides financial planning and asset management services to small or mid-size organizations and 401(k) benefit plan consulting services for employers.
Material causes
Ethos considers the following causes material for Edelman Financial Engines, based on its industry sub-industry Asset Management & Custody Banks. Learn more about material causes in our methodology overview.
Not available

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This information may not be used for corporate financing purposes (including, without limitation, ESG-linked loans, credit facilities, securities or structured products), as a basis for any financial instruments or products (including, without limitation, passively managed funds and index-linked derivative securities) or other products or services, to verify or correct data in any other compilation of data or index, to create any derivative works, nor to create any other data or index (custom or otherwise), without Ethos' prior written permission.

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