Find Funds Faster with AI-Powered Search

Find Funds Faster with AI-Powered Search

Watch Matt Barley, RICP® show you how to find and compare funds with Magnifi.


Create Investment Proposals with Magnifi

Create Investment Proposals with Magnifi

Watch Dasha – Advisor Success Manager at Magnifi – show you how to go from prospect to proposal in minutes.


Enhance Your Model Portfolios with Magnifi

Enhance Your Model Portfolios with Magnifi

Watch Dasha – Advisor Success Manager at Magnifi – show you how to find new funds for your model portfolios.


The Search for Impact in Competitive Long-Term Returns

The Search for Impact in Competitive Long-Term Returns

[On-Demand Webinar]

Demand for ESG Investing is Surging. Since the 1990s, the movement among investors to “vote with their wallets” in support of companies that are making a positive impact has taken off. Today, with more than $35 trillion in assets worldwide*, fund managers are broadly using ESG criteria to identify both risks and opportunities. In spite of growing demand, many advisors are still hesitant to talk to clients about ESG investing. One reason for this is the perception that doing good comes at a cost of earning competitive returns.

Magnifi was joined by Boston Common Asset Management and Conscious Endeavors for a virtual panel presented by Financial Advisor Magazine. Watch this on-demand webinar for a discussion about:

  • How advisors can fulfill a dual mandate of financial return and social change
  • Shareowner engagement tools, success stories, and 2022 trends
  • Investing frameworks that help address gender based violence
  • Technology that enables advisors to discover new impact investments

*Global Sustainable Investment Alliance. Global Sustainable Investment Review 2020.

Advisory services are offered through Magnifi LLC, an SEC Registered Investment Advisor. Being registered as an investment adviser does not imply a certain level of skill or training. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State where notice-filed or otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

Boston Common Asset Management is a subadvisor on the AMG Funds platform. AMG Funds LLC provides compensation to Magnifi LLC to be a sponsored Fund Manager which provides their funds greater visibility on the Magnifi platform. A conflict of interest exists between Magnifi LLC, AMG Funds, and Boston Common Asset Management due to this arrangement. Magnifi LLC is not affiliated with AMG Funds, Boston Common Asset Management, Conscious Endeavors LP, or Financial Advisor Magazine.


Embrace the Role of Risk Manager with Hedged Equity Solutions

Embrace the Role of Risk Manager with Hedged Equity Solutions

[On-Demand Webinar]

On the heels of the first Fed rate hike since 2018 and a slowing post-pandemic economic expansion, many clients are finding the mantra “keep calm” hard to follow. These times of uncertainty are a great opportunity for financial advisors to strengthen existing relationships and win new clients. But how do you get prospects off the sidelines, keep clients invested and manage risk without limiting upside potential?

Magnifi by TIFIN was be joined by Swan Global Investments and Advisor Resource Council for a virtual panel presented by Wealthmanagement.com. Watch this on-demand webinar for a discussion about:

  • Risk drivers and opportunities in the current market environment
  • Fed policy and the impact on balanced portfolios
  • Embracing the role of risk manager as a competitive advantage
  • How AI-powered technology is transforming investing


Discover The Power to Transform Through Active Ownership with Engine No. 1

Discover The Power to Transform Through Active Ownership

[On-Demand Webinar]