Gabe Rissman, Co-Founder and President of YourStake, shares his journey into sustainable investing and the mission of his company.
Takeaways
- YourStake helps investors assess the alignment of their portfolios with their values -- not those of a rating agency --through a behavioral values questionnaire and diagnostic tools.
- The most common values investors look for are fossil fuel exposure, gender equality, tobacco exposure, weapons exposure, and geographical exposures.
- What we invest in -- or divest from -- impacts the climate crisis by changing corporate behavior and also the law.
- Artificial intelligence is used by YourStake to improve transparency and efficiency in financial advising, allowing for easier portfolio analysis and alignment with clients' values.
- In the future, YourStake hopes to use AI to efficiently help you align your whole financial life -- not just investments but loans, banking, taxes, estate plans and more -- with your values.
