Welcome to the new YourStake.org!

Align portfolios

with client values

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YourStake provides Wealth and Asset Managers with tools to take their clients through a values-aligned investment journey, and is an independent Public Benefit Corporation with a core commitment to make values-aligned investing personalized, explainable, and transparent.
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Personalized Values-Based investing at scale

1
Behavioral Values Questionnaire
Start the conversation by listening to prospects’ or clients’ values, without making assumptions
2
Diagnose & Demonstrate Impact
Best-in-class personalized impact reporting, with side-by-side portfolio comparisons
3
Adjust Portfolio for Social Good
Help clients choose the model portfolio that best matches their values, or tailor a custom solution
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“The biggest challenges in ESG investing are data and process and YourStake is helping me move forward and overcome some of these challenges. Your reporting and data is extremely valuable. I'm really happy to be a customer.”

- A Financial Advisor in Oregon

We serve over $2 Trillion in client AUM

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All your Values-Based investing needs in one tool

All-in-one ESG solution for Financial Advisors. 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
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Integration Partners

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