Solutions for Asset Managers

Tools to meet the demand for ESG investments

Equip your wholesalers
Discover ESG investment alignment and leverage marketing tools to grow sales leads.
Support the home office
Research and analysis tools to find new investment opportunities and support existing processes.
Power Advisor adoption
Find best fit among available investment strategies for advisors
and enable direct indexing.
Try our platform for free, no credit card needed
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Equip your wholesalers

Marketing Tools

Lead Generation
Advisors find more prospects and start with better conversations using the Behavioral Values Questionnaire.
Referrals
YourStake advisors have more meaningful conversations with their clients, and receive more referrals.
‍

Reporting Tools

Metaphor Metrics with full data transparency to avoid concerns of greenwashing with our NoScore ESG process.
Explore reports
screencapture of our Fund and ETF screener showcasing investment alignment with client values
Support the home office

Research and analysis tools

Portfolio Screener - Funds, ETFs
Find investments best aligned to custom values and improved client and model portfolios by replacing funds that better align with selected values and visualize how impact improves.
Portfolio Screener - Stocks
Apply screens to a benchmark, custom universe or existing fund. Export resulting universe for portfolio research or send to optimization engine through APIs.
Fine Tuning
Have full control to set screens and thresholds on specific metrics, actions, or performance.
Learn more
Power Advisor Adoption

Direct Indexing and SMA workflows

1
Behavioral Values Questionnaire
Learn client values by using YourStake's Behavioral Values Questionnaire.
2
Guide to best fit personalized portfolio
Guide clients to best-fit portfolio based on results of the Questionnaire, Persona alignment, and risk goals.
3
Optimize
Optimize the portfolio based on persona constraints and risk targets.
Learn more
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1. Using the Questionnaire to discover client values

Questionnaire
Portfolio tailored to personalized client values
Transparency
See exactly which companies pass or fail which screens and why
Fine-Tune
Using the questionnaire as a starting point, advisors can add or remove screens to further customize client values preferences
Screenshot of value selector for workflow
screenshot of model marketplace selection and alignment for best fit portfolio

2. Guide clients to best-fit model to align to values

Values
Best fit model based on personalized client values
Investment Strategy
Filter based on investment style category and risk tolerance
Model Sets
Advisors can filter through firm models, third party models, or models constructed on their own

3. Optimize portfolio based on values and risk

Risk
Integrations with risk tolerance questionnaires help Advisors select from a predefined set of benchmarks
Customization
Set values-based thresholds, add specific inclusions and exclusions
Optimization Integrations
YourStake sends ESG exclusions, inclusions, and percentiles to your firm's optimizer or sub-advisor in YourStake's partner network (includes tax, trading, rebalancing)
Screenshot of optimize screen for values and risk
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