How to power personalization through Values Aligned Direct Indexing

How to power personalization through Values Aligned Direct Indexing

Learn how YourStake and First Affirmative Financial Network are powering a new solution for Direct Indexing through VADIS.

Jack Casady

Practice Management
October 25, 2023

A recent PwC survey: Asset and Wealth Management Revolution 2023, revealed, “how shifting investor expectations will disrupt the status quo.” According to PwC, “for industry players, the choice is simple—adapt to the new context or fail.”

What is this new context? Nearly 90% of institutional investors surveyed by PwC believe the use of disruptive technologies – including big data, AI, and blockchain – will lead to better outcomes and returns from their portfolios. 

Despite the widespread investment in and deployment of these technologies, this is the area of investor expectations that asset managers and advisors continue to find most challenging.

For the teams at First Affirmative Financial Network and YourStake, this premise resonates deeply as we continue to adapt our technology and offerings to address this new context for Advisors and their clients alike.

Now, our two teams have combined investment management expertise and state-of-the-art technology to enhance direct indexing to enable Advisors to seamlessly meet the challenges ahead. These enhancements come through our Values Aligned Direct Index Solution (VADIS), which enables Advisors to deliver financial and impact performance, high quality portfolios, unrivaled values-driven customization, and full transparency in both inputs and output to your clients – more quickly with better analysis.

First Affirmative and YourStake have been working hard to strengthen and enhance our relationship to enable advisors to seamlessly meet the challenges ahead. By combining First Affirmative’s expertise in ESG, SRI, and Values-based investing with YourStake’s state-of-the-art technology, we can enhance the user experience and expand access to Values-Aligned Direct Indexing to more advisors than ever before.

We are committed to growing access to Values-Aligned Direct Indexing. Working together, we will accelerate mass customization, substantially increasing the scale of values-based and sustainable investing, which will contribute significantly to the growth of responsible investment overall. Working together we will also expand access to quality financial advice for a broader range of investors, helping them align their financial goals with their personal values and wider societal impact.

As a financial advisor, having the ability to create customized, values-based portfolios is a powerful competitive advantage for attracting and retaining clients. Now, our VADIS makes this level of personalization possible and easy to implement and act upon.

VADIS from First Affirmative allows advisors to construct portfolios tailored to each client's financial goals, risk tolerance, and values-based preferences.

The in-depth personalization and values alignment achieved with VADIS provide meaningful differentiation for advisors compared to off-the-shelf ESG approaches. Direct indexing unlocks the ability to reflect each investor's unique financial and social priorities

Looking to strengthen client relationships and grow your book of business with values-based investing? Download the full VADIS case study to learn how direct indexing can transform your practice.


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