Your Toolkit to Make ESG Accessible
Use the top rated ESG/SRI analysis tools to feel confident navigating sustainable investing with your clients.
get a walk-throughUse the top rated ESG/SRI analysis tools to feel confident navigating sustainable investing with your clients.
get a walk-through
Let your Prospects and Clients tell you what they believe, based off of our expertly-crafted Behavioral Questionnaire. Guide them to prioritize what they truly hold as values.
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Demonstrate the social + environmental impact of what your clients care about, and skip what they don't.
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Filter through the universe of funds to match portfolios to client values, and hold funds accountable as due diligence. Or do the same with companies directly for SMAs.
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"YourStake.org was directly responsible for us winning business from one of the strictest clients we’ve ever run across (yay, and thanks!).
The questionnaire is just awesome. It’s working really well, and I get a lot of ‘that makes sense’ reactions – the conversations with clients who give a $&*% are smoother than ever – we’re finally closing the loop on their values and showing them the impact of changes on the sustainability side of the equation. This is awesome"
""YourStake earned me a client that I never thought I would have. We had a professional relationship for a while, and he was so impressed by our data and reports that he came aboard."
"“YourStake will even break it down to say ‘if you invest in this portfolio for 10 years, you’re taking this many cars off the road, you’re keeping this many bottles out of the ocean’ – so they have all of the data to back that,” she explained. “We’ve leveraged them a lot.”
You can export data from and import data to YourStake.org to use with your familiar trusty tools for other non-ESG aspects of your practice.
We integrate with major custodians and TAMPs, and are always adding more.
