A growing number of wealthy investors are demanding their assets be managed in a way that truly reflects their personal values.
$8.72 Trillion Up 33%
As of year-end 2016, more than one out of every five dollars under professional management in the United States—$8.72 trillion or more—was invested according to sustainable, responsible and impact strategies. Up 33% over the prior 2 year period.
Choose companies or asset managers that align with your clients' stated personal value criteria.
my4 Score on individual equities and asset management products.
We help wealth managers and financial advisors use their clients personal values criteria to develop closer client relationships and more accurately choose investments that reflect those stated personal values.