michael.pendergrass
Acronym
Stake PBC
Product ID
YourStake
Description

YourStake.org provides all the tools financial advisors need to help clients understand and grow their social + environmental impact.
 

Images
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Stake1
Details
  • Leverage our questionnaire as a link for existing clients, or as a form for lead generation of prospective clients, with your firm’s logo and naming.
  • Understand your prospects' and clients' values through our behavioral ESG Personality Types questionnaire.
  • Reveal the ESG Personality Types of clients, to use as an impact goals statement for client onboarding and IPS processes.
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Stake2
Details
  • Diagnose portfolios according to personalized values for each client.
  • Show the intuitive impact of investment portfolios in concrete terms with our Metaphor Metrics.
  • Choose among many styles and designs for reports, such as side-by-side comparisons between portfolios. 
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Stake3
Details
  • Screen portfolios of funds or companies based on client personal values
  • Build and edit portfolios for new proposals or client adjustments, to align investments with values.
  • Dynamically swap portfolio constitutents in and out, to see the impact of investment decisions according to values.
Features

YourStake.org provides all the tools financial advisors need to help clients understand and grow their social + environmental impact:

  • ESG Personality Types Questionnaire
  • Award Winning Impact Reporting
  • Analyze & Research Funds & Companies
Vendors
Stake PBC
Schwab Products
SIT Provider
Section
Research & Analytics
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

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