Gabe Rissman, President, YourStake joined Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s scalable ESG data driven solutions for advisors.
YourStake, co-founded by Rissman and former Yale classmate Patrick Reed, was created with the mission of helping advisors make ESG investing more personalized, transparent, and explainable. There is no shortage of ESG data out there, explains Rissman, but ultimately there was a disconnect between the abundance of raw ESG data, and the ability for advisors to use that data to tell a clear and concise story to their clients.
YourStake’s comprehensive ESG tool kit of tech-powered solutions, allows advisors to issue a behavioral values questionnaire, diagnose the client’s existing portfolios based on the issues they care more about, as well as personalize portfolio construction, reporting and research.
To learn more, register & watch YourStake’s presentation:
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Gabe is the Co-Founder and President of YourStake, which provides explainable ESG analysis and reporting tools to financial advisors. Gabe is WealthManagement.com 2022 Ten to Watch, is a board member of the Intentional Endowments Network, is a member of the Adasina Social Justice Index Committee, and was named 30 under 30 in Socially Responsible Investing.
Prior to founding YourStake, Gabe co-founded Real Impact Tracker, which published an open-sourced methodology for scoring the ESG impact of asset managers. He has also published academic papers on ESG investing, and held positions at Rockefeller & Co and the Connecticut Green Bank.
Gabe holds a B.S. computational astrophysics from Yale, where he also led Yale’s fossil fuel divestment movement and student-managed Socially Responsible Investing fund, which under his leadership became the first ever student investment fund to file a shareholder resolution.