New Applications Help Advisors Connect
Investors to What Matters Most
OAKS,
Pa., Aug. 7, 2023 /PRNewswire/
-- SEI® (NASDAQ:SEIC) today announced the launch of
the Values Questionnaire (VQ) and Impact Report through a strategic
partnership with YourStake, a top-rated1 financial
advisor solution for environmental, social, and governance,
faith-based, and values-based investing. The VQ empowers financial
advisors utilizing the SEI Wealth PlatformSM to
understand a client's top values in order to facilitate
personalized portfolio research.
The VQ creates a Values Persona for an individual investor by
identifying personality categories based on actions an individual
considers in their daily life. The Values Persona helps advisors
customize investment portfolios according to their client's
personal values. The impact report enables an advisor to
differentiate their practice by utilizing transparent data and
simple metrics to demonstrate how these custom portfolios align
with a client's or prospective client's specific values.
J. Womack, Global Head of Investment Solutions for SEI's
Asset Management business, said:
"Increasingly, clients seek deeper alignment between their
portfolios and personal values. Yet, accurately communicating these
values can often pose a challenge for clients, and advisors may
struggle to uncover them. Our strategic partnership with YourStake
provides financial advisors with an opportunity to understand their
clients beyond just their investment needs—related to their family,
aspirations, and preferences—helping them create an experience and
personalized portfolio that clients feel much more connected
to."
Gabe Rissman, President and
Co-Founder at YourStake, said:
"At YourStake, we're on a mission to make values-based investing
personalized, explainable, and transparent. Our strategic
partnership with SEI highlights both companies' goal to listen to
advisors and provide them with tools to foster growth and
meaningful relationships with clients. We're thrilled to match our
application with SEI's connected wealth experience as we work
together to build a financial future that is sustainable."
About SEI®
SEI (NASDAQ:SEIC) delivers
technology and investment solutions that connect the financial
services industry. With capabilities across investment processing,
operations, and asset management, SEI works with corporations,
financial institutions and professionals, and ultra-high-net-worth
families to help drive growth, make confident decisions, and
protect futures. As of June 30, 2023,
SEI manages, advises, or administers approximately $1.3 trillion in assets. For more information,
visit seic.com.
About Yourstake.org
YourStake helps Financial Advisors
understand their client/prospect values by utilizing a Behavioral
Values Questionnaire to better understand the most important
beliefs their clients have. This questionnaire paired with
tangible, personalized, impact reporting helps clients invest in
portfolios that better align with their values, and helps advisors
demonstrate the tangible impact of values-aligned investing.
Portfolio Managers benefit from YourStake's platform which provides
transparent and objective raw data from over 200 sources. Wealth
managers and financial advisors use YourStake's tools to discover
and engage on client values across the sustainable investment
journey, from prospecting to investing, to reporting, and to
explain impact reports that highlight the outcomes achieved by
investments. Solutions are available for individual RIAs and for
enterprises.
1Number 1 rated analysis tool from the T3/Inside
Information 2023 Survey for ESG/SRI analysis tools.
Environmental, social and governance (ESG) guidelines may cause
a manager to make or avoid certain investment decisions when it may
be disadvantageous to do so. This means that these investments may
underperform other similar investments that do not consider ESG
guidelines when making investment decisions. ESG and Sustainability
are not uniformly defined across the industry.
Company
Contact:
|
Media Contact:
|
Leslie
Wojcik
|
Brian Doheny
|
SEI
|
Vested
|
+1
610-676-4191
|
+1
502-759-7725
|
lwojcik@seic.com
|
brian.doheny@fullyvested.com
|
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SOURCE SEI Investments Company