Open Architecture Workflows for Values-based Investing
Our award winning tools for investors to navigate nuanced values-based investing, now Yours.
- APIs. Design your own user interface. See Documentation.
- iFrames. Embed on your platform.
- SSO. White-label for your enterprise.
Insights, not just Data
Values based investing experiences involve more than exposing a spreadsheet of numerical ESG scores to users.
We've fit together a behavioral questionnaire, datasets that cover any issue imaginable, and reporting that charms advisors and clients alike. We care about compelling and delightful experiences, avoiding confusion or affronts.
You can leverage our APIs or reference UI implementations in whichever manner best fits your organization, and gain the value of confidence of workflows that just work.
Power your
Model Matchmaking
If you operate a set of model portfolios or model marketplace, you can configure "model matchmaking" implementations to help investors select the best fit model based on their values.
Let's talk ➝
Direct Custom Indexing
Leverage our APIs to power the ESG experience for your in-house Direct Custom Indexing solution. Accelerate your development and provide best-in-class data and reporting to your clients.
Let's talk➝
Index Product Creation
Launch an ETF! Express your thesis leveraging our data, and/or bring your own data and we'll handle the data processing and upkeep for you.
Why are we doing this?
We often get asked the question: if you have great tools to guide asset management workflows, why don't you just manage the assets yourselves?
Our answer goes back to our original motivation: to have impact.
To change capitalism requires a larger scale than any one organization can accomplish alone. Helping others achieves more scale, as part of our overall mission to prevent greenwashing and align assets towards impact.
