YourStake Launches first-of-its-kind Values-Based Data Packages

YourStake Launches first-of-its-kind Values-Based Data Packages

YourStake is thrilled to announce the launch of new values-based data packages.

YourStake Team

In the news
June 5, 2023

YourStake is thrilled to announce the launch of new values-based data packages.

The new data offerings provide unparalleled transparency and granularity to advance enhanced transparency across values-based and ESG investments. Using YourStake’s NoScore approach, each package consists of categorized data with detailed context and sources, instead of opaque, one-size-fits-all scores.

The core package provides raw data on company and fund exposures and performance in over 150 areas of values-based investing, including topical ESG areas. The metaphor metrics package focuses on over 30 metrics converting raw data into tangible impact equivalencies, for example, toxic air pollution converted to the equivalent number of asthma attacks. Finally, the Fund Strategy metrics package holds public fund ESG mandate classifications and shareholder engagements metrics.

Our team of data scientists utilizes artificial intelligence and human review to gather and analyze data from trusted public data sources with standardized and mandatory methodologies to ensure apples-to-apples comparisons between issuers. This proprietary process enables us to capture new data that was previously too complex or laborious for traditional methods to capture and offers unique insights not typically found in the company or fund-reported reports.

"We're excited to build on our trusted reputation among advisors using our data to now bring the same transparency and trusted data more widely available to asset managers through these raw data feeds," said Gabe Rissman, Co-Founder and President of YourStake. "Good data is central to our company identity and serving asset managers allows us to create a larger impact to drive positive change."

Learn more here.

Continue reading

Streamline Lead Generation and Client Conversion: How YourStake and Anasova Empower Financial Advisors with AI
Practice Management

Streamline Lead Generation and Client Conversion: How YourStake and Anasova Empower Financial Advisors with AI

YourStake and Anasova delivered a webinar where financial advisors learned how to streamline lead generation, convert clients faster, and scale your practice effortlessly with AI
Webinar Recap: "This Will Save My Practice Hours!"
Next Era Investing

Webinar Recap: "This Will Save My Practice Hours!"

Watch our webinar recap to see how YourStake's AI tools integrate with your CRM to streamline portfolio analytics, meeting notes, and document processing for financial advisors.
YourStake's AI Note Taker Gets Smarter: Now with Tailored Meeting Types
Practice Management

YourStake's AI Note Taker Gets Smarter: Now with Tailored Meeting Types

Discover YourStake's enhanced AI meeting notes - now with intelligent meeting type selection. Get tailored documentation for client reviews, prospect meetings, and more.
Get news and insights from our expert team.
Visit Blog

Search

Enter keywords and click search.