SEI launched VQ and Impact Report with YourStakeās partnership
August 8, 20233 min
New Applications Help Advisors Connect Investors to What Matters Most. SEIĀ®Ā announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated1Ā financial advisor solution for environmental, social, and governance, faith-based, and values-based investing. The VQ empowers financial advisors utilizing the SEI Wealth PlatformSMĀ to understand a client’s top values in order to facilitate personalized portfolio research. The VQ creates a Values Persona for an individual investor by identifying personality...