A new collaboration between As You Know and ValuesAdvisor connects investment research with values-aligned financial advice.
Every month, investors turn to Invest Your Values to understand what’s inside their investment funds. They search for a fund or retirement plan and discover what their money may be supporting — from fossil fuels and weapons to deforestation and prison contractors.
Behind those results is independent research covering more than 5,000 fund share classes across twelve screens.
But understanding what’s in a portfolio is only the first step.
The harder question comes next: What do I do with this information?
That’s where ValuesAdvisor comes in.
ValuesAdvisor is a nonprofit directory connecting investors with financial advisors experienced in building portfolios around social and environmental priorities. Unlike traditional advisor directories, financial professionals cannot pay to be listed. They must be nominated, meet established experience and investment criteria, and undergo a vetting process.
One organization helps investors understand what they own. The other helps them find professional guidance on what to do next.
That shared purpose is the foundation of a new three-month collaboration between AYK and ValuesAdvisor, running until January 31, 2027.
The goal is simple: to help bridge the gap between knowing what’s in your investments and taking meaningful action.
"Our role is to give investors independent data, not tell them what to buy. But knowing what you own raises the next question: what do you do about it? ValuesAdvisor helps bridge that gap.”
WHAT WE ARE DOING
Investors who screen their funds and want help acting on what they find can go straight to the ValuesAdvisor directory.
Filter by the issues you care about, account minimums, geography, the services you need. Compare advisors side by side. Contact whoever interests you.
Going the other way, advisors listed on ValuesAdvisor get open access to the Invest Your Values dataset for three months, for use with their own clients. Not the public scorecards — the dataset underneath them: the whole universe filterable on any combination of screens, the flagged holdings driving each grade, where a fund sits against its category peers, and where $10,000 in a given fund actually goes.
That last point is the one advisors tell us matters. A scorecard says a client’s fund scores a D. The dataset says where that fund ranks against its alternatives and what the exposure is in dollars. The first is a screening result. The second is an advice conversation.
“Our advisors are committed to values-aligned investing. Many are pioneers in the field of impact investing. What an investor can count on is expertise, innovation and commitment. That is why the data, the facts and the details matter.”
Some results surprise people. An oil and gas fund, XLE, has no flagged holdings. A fund with “ESG” in its name, ESGU, holds 25 flagged companies. That is exactly why fund names and marketing are a poor guide.
IF YOU ARE AN INVESTOR
If you haven’t, screen your funds first with a free trial on the As You Know Platform. Walking into a first conversation with your own grades in hand turns a vague brief into a specific one — which holdings you want out, which are already fine, and what the cost/benefits are to move.
IF YOU ARE AN ADVISOR ON VALUESADVISOR
Your three months of data access is available now. It takes a two-minute form, and the clock starts at your first sign-in rather than when you apply. If you are not a ValuesAdvisor, reach out to us and we can introduce you!
AND IF YOU ARE NEITHER
Then this is just a small piece of news about two organizations trying to close the distance between knowing where your money sits and doing something about it. That distance is wider than it should be. We’re trying to make it shorter.
