The case is designed for those who are interested in FinTech and impact investing. Study has indicated that millennials are leading the trend towards SRI (Socially Responsible Investing), and they are more likely to invest in a company that has social and environmental goals. Moreover, OpenInvest’s App is designed primarily for the millennial investors. The case discusses the concepts of diversification and CAPM and helps you understand the drivers of demand for impacting investment more broadly. Following are the five questions you need to answer, each carries 2 points: 1. As a potential user what do you like about the OpenInvest product? How does it work? 2. Would you open an account with OpenInvest? Do you believe this model is compelling- Why? Explain the economic model of OpenInvest. 3. How does openInvest create impact? 4. What is the role of proxy voting? How is it different from other legacy incumbents like Vanguard, Fidelity, Morgan Stanley, etc? 5. Would you recommend Conor to accept the B2B proposal? Explain.