What is the Values-Aligned Direct Index Solution (VADIS)?
Introducing the Values-Aligned Direct Index Solution, or VADIS for short — a collaborative innovation from First Affirmative, YourStake, and Orion Advisor Technology. This solution is crafted to help investors maximize returns while amplifying their impact with authenticity, customization, and transparency. It’s not just about investing; it’s about investing with a conscience. VADIS offers automated tax loss harvesting, benchmark flexibility, and truly active advocacy and proxy voting programs, making it a standout choice for those who want their portfolios to reflect their values.
Main Benefits of VADIS
Here’s why VADIS is catching the eye of financial advisors and investors alike:
- Powered by YourStake’s core technology, offering the most customized and transparent filters to meet both impact and financial goals.
- Active proxy voting and corporate engagement to boost advocacy for a better planet.
- Top ratings in multiple categories in the 2025 T3/Inside Information survey.
- Enables low-cost, fully customized, tax-efficient investment strategies.
- Accessible on a multi-custodial platform with a minimum investment of just $25,000.
- Direct Indexing Assets Under Management (AUM) projected to triple to $1,470 billion by 2027, driven by tech advances and personalization trends.
Customization and Transparency at the Core
VADIS is powered by YourStake’s cutting-edge technology, which provides the most tailored and transparent filters available. This means clients’ portfolios aren’t just cookie-cutter solutions; they’re carefully crafted to align with individual impact and financial goals. Plus, the transparency ensures investors know exactly where their money is going and how it’s making a difference. It’s about clarity and control, wrapped in one powerful package.
Active Advocacy and Proxy Voting
First Affirmative goes beyond just picking competitive, values-aligned investments. They actively vote shares (when authorized), engage in corporate actions, and amplify advocacy efforts. This means investors aren’t just passive participants; they’re part of a movement pushing for a better planet. This active role in corporate governance adds a layer of authenticity and impact that’s hard to find elsewhere.
Designed for Financial Advisors and Their Clients
VADIS empowers Registered Investment Advisors (RIAs) to deliver personalized, tax-efficient strategies that align with clients’ values and financial goals. Advisors can customize portfolios, distinguish values-based investments, and align strategies seamlessly. It’s a tool that helps advisors stand out by offering something truly meaningful and tailored in the competitive world of financial planning and green investing.
Project Impact: Sustainable Development Goals (SDGs) Linked to VADIS
- SDG 12: Responsible Consumption and Production
- SDG 13: Climate Action
- SDG 15: Life on Land
- SDG 17: Partnerships for the Goals
The Future of Values-Aligned Investing
Direct Indexing is on the rise, with assets expected to triple by 2027. This growth is fueled by advances in technology and a growing demand for personalization in investing. VADIS sits right at the intersection of these trends, offering a solution that’s not only competitive but also deeply aligned with the values investors want to see reflected in their portfolios. It’s a future where financial planning and socially responsible investing go hand in hand — and it’s happening now.
