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In Episode 52 of the Investing in Impact podcast, we speak with Conor Murray, CEO and Cofounder of
OpenInvest, on getting acquired by J.P. Morgan and building the technology infrastructure for values-based Investing.
Conor Murray is co-founder and Chief Executive Officer of OpenInvest, where he guides values-based innovation and integration in partnership with J.P. Morgan Wealth Management. After graduating from MIT, Conor began his career in financial technology at Morgan Stanley and went on to lead teams of engineers responsible for portfolio construction and optimization at Bridgewater Associates, the world’s largest hedge fund.
About OpenInvest
OpenInvest was founded with a simple yet ambitious goal - to make a positive impact on the world through sustainable investing.
The teams background in building scalable and complex financial systems led them to create an asset management platform with personalized value filters. In recent years, there has been a significant shift in the investment industry as investors increasingly seek to align their financial goals with their personal values.
This trend has given rise to values-based investing, an investment approach that allows investors to create portfolios that reflect their personal beliefs and values.
In 2016, OpenInvest was established as a Public Benefit Corporation, a designation that allowed us to cement the mission in their legal charter: to mainstream values-based investing through technology.
The OpenInvest platform allows investors to personalize their investment portfolios based on their values and beliefs. Through technology, they aim to make values-based investing accessible and transparent, empowering investors to align their financial goals with their personal values.
OpenInvest was acquired by J.P. Morgan in 2021, with the intention to scale the movement, offering investors an intuitive and personalized investing experience.
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