I think the premise of it is awesome, but it can only be wrong. I'd like some data that proves that the retail investors of your platform end up beating S&P for a start. Companies themselves struggle to even understand their own balance sheet. There are plenty of services which offer aggregated data about balance sheets with typical market formulas. Basically there's a huge industry of sell side analysts that often c…
Is that the goal of ESG filtering? My understanding is that people doing that accept potentially lower returns in exchange for greater moral alignment.