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Founder Toussaint Bailey seeks to deploy "a direct indexing experience in the private markets" toward areas such as education, small businesses and sustainability.
First Rate Powers Sustainable Fund Research for Purpose Capital Advisors Share Article First Rate’s new Environmental, Social and Corporate Governance (ESG) analytics and performance reporting innovations will power Purpose Capital Advisors’ Blue Chip Sustainable Funds research For financial advisors, Blue Chip Sustainable Funds can be considered as building blocks in the construction of globally diversified sustainable and impact investing portfolios. ARLINGTON, Texas (PRWEB) June 03, 2021 First Rate, a leading provider of ...