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Value-based Personalization Screens
Create portfolios that meet ESG, religious,
or other value-based standards.
or other value-based standards.
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Current Challenge
Many investors today are seeking to align their portfolios with personal values—whether environmental, social, religious, or otherwise—which has led to a rise in value-based asset screening. Financial advisers often turn to third-party screening services to identify investments that match a client's ethical or moral preferences and to construct portfolios accordingly. However, these tools frequently apply broad or rigid criteria that don’t always reflect the nuanced values of individual clients.
As a result, advisers may face client dissatisfaction when assets are included that go against their preferences or, more commonly, when suitable investments are excluded unnecessarily, potentially hampering portfolio performance. Compounding the issue, offering this high degree of customization can be extremely time-consuming, making it difficult for advisers to scale their services efficiently while still delivering truly personalized value-aligned portfolios.
As a result, advisers may face client dissatisfaction when assets are included that go against their preferences or, more commonly, when suitable investments are excluded unnecessarily, potentially hampering portfolio performance. Compounding the issue, offering this high degree of customization can be extremely time-consuming, making it difficult for advisers to scale their services efficiently while still delivering truly personalized value-aligned portfolios.
Pave Solution
Pave addresses the core challenges of value-based investing by giving advisers the tools to build truly personalized portfolios. Instead of relying on generic screening services, advisers can use Pave to create custom Buy Lists that precisely reflect each client’s unique values. These lists can then be seamlessly applied to any client account, ensuring only pre-approved assets are used when constructing portfolios. For clients with more flexible preferences, advisers can also easily exclude specific sectors, industries, or individual assets.
Once preferences are set, Pave’s proprietary optimization engine constructs bespoke portfolios that balance each client’s ethical criteria with their financial goals. As markets evolve and asset characteristics shift, Pave automatically adjusts portfolios with the aim of maintaining optimal performance without ever breaching the value-based guidelines. This automation not only enhances portfolio alignment and outcomes but also significantly reduces the time burden on advisers, enabling them to scale personalized service across their entire client base.
Once preferences are set, Pave’s proprietary optimization engine constructs bespoke portfolios that balance each client’s ethical criteria with their financial goals. As markets evolve and asset characteristics shift, Pave automatically adjusts portfolios with the aim of maintaining optimal performance without ever breaching the value-based guidelines. This automation not only enhances portfolio alignment and outcomes but also significantly reduces the time burden on advisers, enabling them to scale personalized service across their entire client base.
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See It in Action
Learn how to implement Value-based Personalization Screens within Pave
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Reimagine Your Firm's Potential
Evolve your investment strategies and client relationships through the power of automation and personalization.
Automate
Implement Value-based Personalization Screens and turn on Autopilot to save each advisor up to 60 days a year.
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Personalize
Further personalize Value-based Personalization Screens to create portfolios as unique as your clients.
Learn More
Start saving up to 18 hours per week with automated portfolio management
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4 Source: Vanguard; Pave performance is actual performance of the Islay affiliate Systematic Alpha investments, LLC. Please see disclaimers at the end for more details
The above material is for educational purposes only and not an offer, solicitation, or recommendation. Investing is speculative and involves risk, including the possible loss of principal. Performance herein is from Pave affiliate, Systematic Alpha Investments, LLC (“Systematic Alpha”). Systematic Alpha is a registered investment adviser. Such registration does not imply any level of expertise by the registrant. Performance assumes the reinvestment of all interest, capital gains, dividends, and fees and expenses of 0.5% charged on an annualized basis. Past performance is no guarantee of future results. Performance results may vary on an investor-by-investor basis.
For Financial Professional Use Only.
Any videos are for illustrative purposes only, Pave is not recommending any specific investments.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. Please see our privacy policy here.
Pave Investment Advisors, LLC is an SEC Registered Investment Advisor. Such registration does not imply any level of expertise.
Securities offered through Pave Securities, LLC – New York, NY. Member FINRA/SIPC. You can review Pave Securities LLC with FINRA’s BrokerCheck BrokerCheck.
Advisory Services are only offered through Pave Investment Advisors, LLC., an SEC Registered Investment Advisor which is an affiliate of Pave Securities, LLC.
Pave Securities, LLC and Pave Investment Advisors, LLC do not offer tax or legal advice.
The news, resources and articles available on this site are being presented for educational purposes only and should not be considered specific investment or planning advice applicable to each individual.
Please see ADV Part 2A here and Form CRS here.
For Additional Information and Important Disclosures please click here.
Any videos are for illustrative purposes only, Pave is not recommending any specific investments.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. Please see our privacy policy here.
Pave Investment Advisors, LLC is an SEC Registered Investment Advisor. Such registration does not imply any level of expertise.
Securities offered through Pave Securities, LLC – New York, NY. Member FINRA/SIPC. You can review Pave Securities LLC with FINRA’s BrokerCheck BrokerCheck.
Advisory Services are only offered through Pave Investment Advisors, LLC., an SEC Registered Investment Advisor which is an affiliate of Pave Securities, LLC.
Pave Securities, LLC and Pave Investment Advisors, LLC do not offer tax or legal advice.
The news, resources and articles available on this site are being presented for educational purposes only and should not be considered specific investment or planning advice applicable to each individual.
Please see ADV Part 2A here and Form CRS here.
For Additional Information and Important Disclosures please click here.
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