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Values Core
Learn more about how to align your clients' investments with their values
Value Sets
Values Questionnaire
Values Reports
- Overall Benchmark Comparison + Shareholder Engagement
- Sending a Report to a Client through a Secure Link
- Explain: Metaphor Reports
- Downloading a Report
- Displaying metrics in Reports
- Showing a side-by-side comparison of the Prospect portfolio and Proposed portfolio
- Tips for walking through impact reports in client meetings
- What is the Blended Benchmark?