On-Demand Event

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Featuring

Gabe Rissman
YourStake

Theresa Gusman
First Affirmative
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With new technologies making it possible to utilize direct indexing at lower minimums than ever before, it's no wonder it's poised to grow to a staggering $1.5 trillion by 2027 by a PwC projection. YourStake’s suite of powerful tech tools, paired with its flagship values offering, allows you to offer direct indexing and increase impact for clients with better investment personalization and proxy voting opportunities.
Join this session and learn how to leverage YourStake’s impactful suite of tools to:
If you’re interested in empowering your clients to make investment decisions in alignment with their values and beliefs and utilize personalized direct indexing, this is a can’t-miss webinar!
YourStake
First Affirmative
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