Show clients how their portfolios align with the faith-based values they care about most.
Show prospects how their current portfolio conflicts with their faith-based values and how you can help solve that problem.
Why Resonate?
Personalized screening profiles
With Resonate, you can create firm level screening profiles or allow clients to decide what specific issues to support or exclude from their portfolios in a flash with Resonate's text message automation.
Transparent screening data
Resonate gives you full transparency into faith-based screening issues on more than 20,000 stocks, mutual funds, and ETFs including dates and links to publicly verifiable source data.
Resonate Reports™
Easy to understand reporting with key takeaways including Resonate Score™, best and worst aligned holdings, violation details, and suggested action items to improve faith-based alignment over time. Explore sample Resonate report.
Introducing the Resonate Score, combining personal convictions and statistical precision for faith-based investors like never before.
The Resonate Score provides investors with a numeric indicator of how closely their investment portfolio aligns with the values they select in their custom screening profile. The scoring algorithm assigns positive points for investments that align with preferred screening categories and avoid those flagged as negative. Conversely, negative points are assigned when investments align with unwanted categories or fail to reflect preferred values. Scores range from 0 (least aligned) to 2 (most aligned), with 1 representing a neutral alignment. Scores above 1 indicate favorable alignment, while scores below 1 indicate less favorable alignment. The score reflects value alignment only and is not an indicator of financial performance.Please note that scores are limited by the available data and may not capture every issue relevant to individual investors. For details on specific screening categories and definitions, refer to your Resonate screening profile.
Scores range from 0 (least aligned) to 2 (most aligned), with 1 representing a neutral alignment. Scores above 1 indicate favorable alignment, while scores below 1 indicate less favorable alignment. The score reflects value alignment only and is not an indicator of financial performance.
The Alignment Percentage represents the percentage of an investment portfolio that does not have exposure to the issues a client has marked as negative in their custom Resonate screening profile, calculated according to portfolio weights of holdings. Unlike the Resonate Score, the Alignment Percentage does not factor in issues a client has marked as positive; it strictly measures avoidance of undesired exposures. The result is a percentage figure ranging from 0% (complete exposure to all issues flagged as negative by the client) up to 100% (no exposure to any issues flagged as negative by the client), with higher percentages representing a potentially greater degree of alignment with the client's stated values. This metric seeks to evaluate values alignment only and should not be interpreted as an indicator of past or future investment performance.
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Experience greater purpose in your practice by helping your clients support what they care about most through their investments.
