What a year for making impact!

What a year 2022 has been!

From growing our team, delivering new tools for our clients, being rated #1, for the 2nd year in a row, for ESG/SRI portfolio analysis tool by the 2022 T3 Advisor Software Survey, and even having our first company offsite, this year has been extraordinary in so many ways.

We’re pleased to showcase what we’ve been able to accomplish in 2022 and share some of our top features, stories, and projects to round out the year, as we focus on delivering impact in 2023.

Top 3 features added this year

3. Run reports from Tickers

Easily run reports across our 8 different styles for funds by simply searching for their ticker in our report section of the platform. This feature was requested by many of our users who wanted to quickly compare funds.

2. Portfolio Alerts

Our top upvoted feature on our roadmap this year was Portfolio Alerts, so delivering this feature was very impactful for all our users who were in need of a tool to help them keep their clients portfolios aligned with their values.

1. Fund Screener V2

Coming on at number 1 for 2022, the Fund Screener V2 that added financial performance data to our fund screener.We're proud to deliver a more powerful fund screener that helps to discover the right funds for your clients that take into account values alignment and performance. Our Fund Screener V2 will give you the data and filters to feel confident in investing with client values in focus.

In early January, this Fund Screener will become the default for our users, we're excited for what 2023 will bring!

‍Start using these top features of 2022

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A few additional notable updates of 2022

• The ability to screen and compare Sovereign Bonds became available
• Presenter's Guides were added to each report style
• A new homepage for our platform was added, see it here
• New pre-built value sets added: Sustainable Development Goals and Faith Based
• New Metrics added: Russian Exposure, Single Use Plastics, Uyghur Forced Labor, Board Racial/Ethic Diversity, and many more! 

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Top posts in ESG University

1. Discovering Clients’ ESG Personality Types: A Workshop Retrospective
2. What does BNY Mellon’s fine mean for ESG?
3. Values-Aligned Investing: Find where client beliefs meet ESG themes
4. What are the SDGs? How can you invest with them in mind?

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Projects we launched in 2022

Free SFDR Data Library

We noticed this big catch-22 scenario where funds are required to report on SFDR data before companies are required to disclose the key PAIs.That's why we built our free SFDR library to get ahead of these requirements, pulling in top company data across the S&P500 and STOXX 600 indices, all in one place so everyone can gain valuable insights from this data and get ahead of the new reporting requirements.

‍View the full library

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Podcast: YourStake, Your Story

The YourStake, YourStory podcast is designed to amplify voices in the financial industry who are leading the charge for values-based investing practices.Each episode, Co-Founder, Gabe Rissman talks with experts in the field to hear their stories about what brought them into the industry, why they are passionate about ESG and values-based investing, and much more.

‍Catch-up on all episodes

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LinkedIn Newsletter: The next era in ESG investing

Following the release of the SECs proposed rules for ESG investments over the summer, we put a series together digging into the rules and sharing our thoughts on how these rules could affect the future of ESG investing. Now, since the rules are still in review, we've expanded this newsletter to deliver talks with industry experts across finance and fintech, as well as thoughts on the future of investing.

‍Read it here

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We've been on some great podcasts and publications as well

‍Listen to Gabe Rissman talk with Elliott Appel on this podcast, Making The Most Of Time where they discussed topics of ESG, Social Impact and Shareholder Engagement

Hear Gabe Rissman on the Invested podcast from The Rand Group, where they dig into important issues around Sustainable Investing.

Watch Gabe Rissman talk with Paul Ellis on The Sustainable Finance Podcast where they talk about how Advisors can prepare themselves for the growing need for client portfolios to reflect client values and see tools that can help with that process.

‍Read what Patrick Reed sees as the future of SFDR regulations as the regulation set enters level 2 requirements in 2023.

‍Read what Jack Casady sees as the future of investing for many clients, personalized portfolios