Affordable for Financial Advisors and Portfolio Managers alike.
Our expertly-crafted Behavioral Questionnaire helps client ascertain their true impact personas
Our best-in-class impact reports offer true transparency -- see all the data sources and calculations down to the security level for portfolios.
Customize reports according to individuals' impact personas, or create your own sets of values based on our 100+ metrics.
All plans come with an onboarding coaching session for you and your team, and email + help desk support.
Our expertly-crafted Behavioral Questionnaire helps client ascertain their true impact personas.
Our best-in-class impact reports offer true transparency -- see all the data sources and calculations down to the security level for portfolios.
Customize reports according to individuals' impact personas, or create your own sets of values based on our 100+ metrics.
All plans come with an onboarding coaching session for you and your team, and email + help desk support.
Our best-in-class impact reports offer true transparency -- see all the data sources and calculations down to the security level for portfolios.
Customize reports according to individuals' impact personas, or create your own sets of values based on our 100+ metrics.
All plans come with an onboarding coaching session for you and your team, and email + help desk support.
Our expertly-crafted Behavioral Questionnaire helps client ascertain their true impact personas.
Our best-in-class impact reports offer true transparency -- see all the data sources and calculations down to the security level for portfolios.
Customize reports according to individuals' impact personas, or create your own sets of values based on our 100+ metrics.
All plans come with an onboarding coaching session for you and your team, and email + help desk support.
YourStake.org was founded in 2018, and over $200b of AUM is making use of the YourStake.org tools. YourStake.org was recently rated the top ESG/SRI analysis platform for customer satisfaction by advisors in the 2020 T3/Inside Information survey.
YourStake.org has been approved for use at top-10 broker-dealers. We are always happy to talk to your compliance department and fill out their forms. You can read more about compliance here.
All YourStake.org subscriptions contain coverage of public equities, holdings data on all US-listed funds, and top community investment funds. Data on funds includes shareholder engagement activities. Additional coverage areas can be made available on request.
YourStake.org is a Public Benefit Company, with our core mission being to advance sustainable investing. The founders of YourStake.org met as student activists pushing for Yale to go Fossil Free in their endowment (which they have!), and authored shareholder resolutions at major oil companies to compel them to stop funding climate denial. We have been working in the sustainable finance space for 9 years, and sit on the board of the Intentional Endowments Coalition.
Yes.
- YourStake.org can be used without any sensitive information, as a research and reporting tool on publicly traded investments.
- YourStake.org is officially integrated with custodians, such as TD Ameritrade and Schwab, for you to be able to securely sync client accounts for reporting convenience, if you so choose.
- A full dossier of security documentation is available on request to be sent to your compliance or IT department for their review
YourStake.org is a data science company at the core. We do not sublicense data from other providers. We process data from over a hundred publicly available sources with a goal to best provide full transparency 'from soup to nuts' on every data point presented within the reports. We call ourselves a No-Score ESG provider, because we empower our customers with the full context instead of asking you to simply trust our own analyst opinions.
Here are some of the key benefits:
Made for You. This will fit into your practice workflow of meeting with clients and quickly running portfolio analysis + comparison, saving time.
Benefit from our research. Most of the sources we parse require advanced data science and machine learning techniques to extract the relevant information and keep the database updated at scale. We pull data from over a hundred sources and are always staying on top of the new trends, so that you can have a conversation with any client.
Support. You can ask us questions and give us feedback.
