Align portfolios with client

values
YourStake is on a mission to make values-aligned investing personalized, explainable, and transparent.
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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.”

- A Financial Advisor in Oregon

#1 rated analysis tool, 3 years in a row.

T3 Advisor Survey logo
From the T3 / Inside Information 2023 Survey
for ESG/SRI analysis Tools
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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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We serve over $2 Trillion in client AUM

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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

See YourStake in practice

Watch the video to see YourStake in action, as seen on The Sustainable Finance Podcast from Paul Ellis
Try it for free
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Integration Partners

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Personalized
Values-Based
Investing
ESG Investing tools for Financial Advisors
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Features
NoScore ESGPortfolio DesignerBehavioral Values QuestionnaireImpact Reporting & MetaphorsPortfolio Research Tools
Solutions
Asset ManagersAdvisorsCustom ESG DataAPIVADISSFDR Data LibraryESG Regulatory
Compliance
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