Invest for a Sustainable Future
Introducing the Values-Aligned Direct Index Solution (VADIS), brought to you by First Affirmative, YourStake, and Orion Advisor Technology.
VADIS is designed to help maximize returns and multiplies your clients’ impact with authenticity, customization, and transparency — as well as automated tax loss harvesting, benchmark flexibility, and active advocacy and proxy voting programs. With VADIS, you can invest with confidence and a conscience.
Want to take advantage of all the benefits of Direct Index Solutions — like tax-loss harvesting and benchmark flexibility — in a true, data-driven values-aligned platform, and with active proxy voting and advocacy to make sure your clients’ voices are heard?
