ESG University

YourStake, YourStory Ep. 9 - The Future of Investing should be Values-Based ft, Meghan Lape-Lefevre, AFC®, CFP®, EA®

Podcast - YourStake, Your Story

YourStake, YourStory Ep. 9 - The Future of Investing should be Values-Based ft, Meghan Lape-Lefevre, AFC®, CFP®, EA®

Podcast - YourStake, Your Story

Discovering Clients’ ESG Personality Types: A Workshop Retrospective

Practice Management

YourStake, YourStory Ep. 6 - Investing with Your Values without Compromise, ft. David Roth, BFA(TM) and Michelina Roth, Co-Founders of Fair Planet Advisors

Podcast - YourStake, Your Story

What are the SDGs? How can you invest with them in mind?

ESG Tips for You

Our ESG University helps advisors learn best practices, and it's free!

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✓ 1-2 Articles per Month

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Practice Management

What does BNY Mellon’s fine mean for ESG?

The recent SEC ruling against BNY Mellon is a matter of fraud, but focused on ESG

Gabe Rissman

52nd Earth Day: Our Pale Blue Dot

Discovering Clients’ ESG Personality Types: A Workshop Retrospective

Achieving Success through ESG

4 Tips for Talking About Impact Reporting in Client Meetings

3 Tips to Help You Know Where Your Clients Stand on Sustainable Investing

Practice Management

Podcast - YourStake, Your Story

YourStake, YourStory Ep. 9 - The Future of Investing should be Values-Based ft, Meghan Lape-Lefevre, AFC®, CFP®, EA®

Gabe Rissman

YourStake, YourStory Ep. 8 - Why you ought to talk about societal issues with your money manager ft, Kate Barron-Alicante, CFP, Director of Impact and Advisor at Abacus Wealth Partners

YourStake, YourStory Ep. 7- Making an Impact & Imaging What the Future Holds ft. Zach Stein, Co-Founder and CEO of Carbon Collective

YourStake, YourStory Ep. 6 - Investing with Your Values without Compromise, ft. David Roth, BFA(TM) and Michelina Roth, Co-Founders of Fair Planet Advisors

YourStake, YourStory Ep. 5 - Why ESG is the GPS of Investing, ft. Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC

YourStake, YourStory Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person, ft. Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments

Podcast - YourStake, Your Story

ESG Data

What metrics to use when considering ESG factors within Sovereign Debt

Jack Casady

Carbon Credits: What are they actually doing for our planet?

What are the SDGs? How can you invest with them in mind?

ESG vs SRI vs Impact

A (Brief-ish) History of ESG & Sustainable Investing

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In the news

YourStake launches new integration with SS&C's Black Diamond® Wealth Platform to give clients a full view of their investment impact YourStake is ranked #1 again for SRI/ESG Portfolio Analysis Services in the 2022 T3/Inside Information Advisor Software Survey First Affirmative Financial Network and YourStake Introduce Values-Aligned Direct Index Solution for Independent Advisors EQM Indexes Partners with YourStake to Create ESG Index Products
YourStake is ranked #1 for SRI/ESG Portfolio Analysis Services in the 2021 T3/Inside Information Advisor Software Survey
YourStake Launches New Suite of "ESG Metaphor Metrics;" Expands to Serve International Investors with Global Impact Data