Unlock Value For Every Client's Values
Grow your practice with the Values Aligned Direct Index Solution (VADIS) a collaboration with First Affirmative Financial Network
Grow your practice with the Values Aligned Direct Index Solution (VADIS) a collaboration with First Affirmative Financial Network
VADIS (Values-Aligned Direct Index Solution) empowers advisors to uncover and build portfolios based on the values of every client.
From $25,000 to $25 million and beyond, our platform built in collaboration with First Affirmative Financial Network helps you transform client values into tailored investment strategies, fostering deeper client relationships and driving practice growth.
With VADIS, you have the flexibility to meet each client's specific needs while maintaining efficiency. Whether you're implementing quick-start persona portfolios, aligning with your firm's ethos, or crafting bespoke solutions utilizing over 150 metrics, VADIS helps you tell compelling investment stories, and deliver on the client's financial objectives.
Our comprehensive impact reporting and active shareholder advocacy features further demonstrate your commitment to clients' values, turning beliefs into measurable action.
Offer tailored solutions for efficient implementation:
Align portfolios with your firm's ethos:
Create truly bespoke portfolios for discerning clients:
Empowering advisors with comprehensive, customizable solutions for clients
Customization Metrics
Across 5 key issue areas
Base Investing Personas
With further personalization possible
Minimum Investment
Through Apex Clearing
($250k for Schwab)
VADIS Portfolio
Holdings compiled to track the chosen benchmark
Management Fee
Including customizations beyond base personas
An advisor was presented with an opportunity to manage two accounts for a client:
The client expressed interest in values-aligned investing but had concerns about:
The advisor needed a solution that could address these concerns while delivering a personalized, values-aligned portfolio strategy.
The client identified four key values that they wanted reflected in their investment strategy:
These values needed to be integrated into both the IRA and Trust Account portfolios, presenting a complex challenge for portfolio construction.
The advisor leveraged VADIS and First Affirmative to craft a comprehensive strategy. Using VADIS's Behavioral Values Questionnaire and optimization tools, they developed tailored portfolios that aligned with the client's priorities and financial goals.
This collaborative approach allowed the advisor to present a sophisticated, personalized strategy that addressed the client's values and financial goals, all within a remarkably short timeframe.
The VADIS-powered approach yielded impressive outcomes, demonstrating the platform's effectiveness in translating values into tangible asset management success.
This swift implementation showcased VADIS's ability to turn values-based discussions into AUM growth, while addressing the client's performance and tax management concerns.
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Master the Art of Values-Aligned Storytelling to Win and Retain Clients
VADIS empowers you to transform complex data into compelling stories that resonate with your clients' values and goals. Here are three powerful storytelling strategies you can leverage.
With VADIS, you have the tools to craft these impactful narratives effortlessly, helping you showcase your expertise, deepen client relationships, and drive business growth.
Key Message: "When we talked, you mentioned protecting the environment was important for you. Here is how we've delivered on making impact."
How to Tell It: "Based on your environmental priorities, we've reduced fossil fuel exposure in your portfolio by 75% compared to the benchmark. We've increased investments in renewable energy leaders by 50%, aligning your $1.5M portfolio with your values while maintaining a tracking error of just 1.2%, so you can stay on track for your financial goals as well."
Key Message: "Your investments amplify your voice in corporate boardrooms, to drive change."
How to Tell It: "This quarter, we voted in favor of a climate risk disclosure resolution at XYZ Corp on your behalf. Your $300,000 stake contributed to the resolution passing with 62% approval, pushing the company to develop more robust environmental policies."
Key Message: "See the real-world difference your investments are making."
How to Tell It: "Your portfolio has 50% less exposure to companies involved in controversial weapons compared to the benchmark. Additionally, the companies in your portfolio produce 30% fewer carbon emissions per million dollars invested - that's equivalent to taking 15 cars off the road each year."
Key Message: "Let's see how your portfolio has delivered change over the past year."
How to Tell It: "Remember when we first aligned your portfolio with your passion for gender equality? This year, we've expanded that focus to include racial equity as well. We've increased your exposure to companies with diverse leadership by 40%, and we're now engaging with five major tech firms to improve their diversity and inclusion practices. Your investments are not just static – they're evolving with your values and the pressing issues of our time."
First Affirmative Financial Network, LLC. All rights reserved. Discretionary investment advisory and model management services are provided by First Affirmative Financial Network, LLC, a registered investment advisor (SEC# 801-56587) that specializes in values-aligned investing.
