All your Values-Based investing needs in one tool
The only all-in-one Financial Advisor ESG Tool. YourStake provides the data and tools to understand ESG issues, analyze portfolios, and report impact and outcomes to clients. Fit your practice into best practices.
ESG Issue Areas for All
Over 200+ metrics, organized by category and client persona
Fund Holdings and Transparency
See whether fund managers are invested in the ESG areas they claim
Compliance + Due Dilligence
Well-reviewed disclaimers and full transparency on ESG data and calculations
Support
Onboarding session included to help you and your team achieve success and deliver a positive client experience