About
Solutions
New! Advisor Core
Portfolio Analysis and Prospect Proposal Tools to win more clients with AI
Values Hub
The core YourStake experience. A suite of tools focused on aligning portfolios with client values.
Direct Indexing
Starting at a $25,000 minimum, the Values-Aligned Direct Index Solution (VADIS) fits any client portfolio
Regulatory Compliance
Tools to ensure compliance with new and upcoming regulatory frameworks
Data Packages
Unparalleled transparency to help you align portfolios with client values
Pricing
Insights
ESG University
Understand the issue with ESG scores
Press
Driving better client conversations
Login
Book Demo
Impact Reporting & Metaphors
Diagnose and showcase impact using our eight reports
Metaphor Metrics
Emotional resonance:
Translate investment impact into everyday terms
Coverage examples:
COVID hospitalizations
Asthma attacks
Fish harmed from plastic
Homes poered by clean energy
Cars off the road
Women in management roles
People affected by data breaches
Drunk driving incident
Full transparency with verifiable numbers
Trust
Numbers are explained - no black-box output
Narratives
Tell a story of how Celanese contributes to asthma cases through pollutions
Compliance
Justify all numbers presented
Explainability
Feel confident to answer difficult questions
Compare your portfolios to prospective clients
Relative Comparisons:
How much better is a portfolio on each issue of concern
Customize:
Comparison of issues that matter most to your clients
Get started now
Portfolio Research
Fund and Company Screeners
Leverage our data insights to find optimum alignment of portfolios to client values
Explore Research Tools
Ready to start your values-aligned journey?
Request a demo with our team
Get a personal walk-through of all of YourStake's features to help scale values-aligned investing for your pracitce
Book a demo
Search
Enter keywords and click search.
Quick links
Tour
Product Tour 1
Customers
Pricing 1
How It Works
.svg)
.jpg)
