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First Affirmative and YourStake Introduce Values-Aligned Direct Index Solution.

Written by First Affirmative


First Affirmative Financial Network and YourStake announced on October 20th, 2021, a historic first: a direct index solution with data-driven Environmental, Social, and Governance (ESG) customization down to the company equity level, along with tax loss harvesting, and benchmark flexibility. The new Values Aligned Direct Index Solution (VADIS) is now available to independent advisors who were previously shut out of direct index solutions by both cost and minimum investment requirements.

Click here to read the full presss release.