Product Overview: Ethic
Ethic is a comprehensive platform designed to empower wealth advisors and investors to create investment portfolios that align with their personal values and financial goals, focusing on sustainable, impact, and values-aligned investing.
What Ethic Does
Ethic simplifies the complex world of personalized, sustainable, and impact investing by providing a robust platform that connects investors’ values to their investments across various asset classes. The platform is tailored to help wealth advisors and investors build portfolios that not only meet financial objectives but also contribute to a more sustainable future.
Key Features and Functionality
Personalized Portfolios
Ethic enables the creation of customized investment portfolios that reflect the individual values and financial goals of clients. This is achieved through tech-enabled tools that help advisors quickly create a complete picture of their clients and engage them throughout their investment journey.
Sustainability and Impact
The platform is committed to sustainability, having helped clients reduce the carbon footprint of their investment portfolios by nearly 300,000 metric tons compared to benchmark companies. Ethic also supports shareholder engagement by voting on proxy proposals on behalf of clients, with over 42,000 proposals voted on to date.
Educational Resources
Ethic provides a wealth of educational resources, including articles, videos, and other materials, to deepen the understanding of the sustainable investing landscape. This helps advisors and investors make informed decisions and transform their capacity for storytelling around sustainable investments.
Integration and Collaboration
Ethic partners with hundreds of Registered Investment Advisors (RIAs), family offices, networks, and institutions across North America. The platform is designed to be collaborative, supporting advisory firms in making values-aligned, sustainable, and impact investing a core part of their practice.
Analytics and Reporting
While the primary focus is on investment alignment with values, Ethic also leverages data and analytics to provide insights into the performance and impact of the portfolios. This includes tracking and reporting on the environmental and social impact of the investments, which is crucial for maintaining transparency and accountability.
Customization and Support
The platform is highly customizable to meet the specific needs of different clients and advisory firms. Ethic’s team, with extensive expertise in institutional investing, technology, data, and design, works closely with clients to build portfolios that resonate with their unique values and goals.
In summary, Ethic offers a holistic solution for sustainable and impact investing, combining personalized portfolio creation, robust educational resources, and a strong commitment to sustainability and transparency. This makes it an invaluable tool for wealth advisors and investors seeking to align their financial goals with their personal values.