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Walk Your Clients Through a Sustainable Investing Journey
We're changing capitalism
Prior to founding YourStake, co-founders Gabe Rissman and Patrick Reed met as student environmental advocates at Yale, working to persuade the endowment to shift away from fossil fuel investments. With his student club, Gabe became the first student to file a shareholder resolution, asking ExxonMobil to cease donations to climate deniers, which succeeded in the subsequent year. YourStake is registered as a Public Benefit Corporation (PBC). As a PBC, our social mission, to catalyze sustainable investing, is part of our legal mandate in our articles of incorporation.
Ignite conversations with our behavioral questionnaire 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. Personalize reporting to client values Demonstrate the social + environmental impact of what your clients care about, and skip what......
Just the truth No opinions or estimations. Always compliant Transparency withstands all scrutiny. Full customization Personalize to align with your client's values. SMA construction Equip your analysts with all the data they need to customize SMAs for institutional clients according to their specific values. Direct custom indexing Leverage our APIs to power the ESGÂ experience for your in-house Direct Custom......