36 Investor profiling services, namely, sustainable investing preferences that involve calculating a score to determine an investor's level of altruism, which includes investor sensitivity to fees, diversity, and tracking error in their investment portfolio, preference for sustainable or ESG investing themes, preferences for negative exclusions, including suppressing certain industries or stocks from an investment portfolio and sustainable investing style preferences; Development of financial tools, namely, developing indices used for providing financial advice; financial analysis for use in assessing sustainable investing preferences of individual investors or groups of investors, including investors in a household or family office
Trademark: 97158238
