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Hello,
we're
Ethic.
We're
working
toward
a
future
where
all
investing
is
sustainable
investing.
because we have to.
because we like breathing air.
because our children depend on it.
because clean water is better than sludge.
because Mars won't be habitable for a while.
But
what's
sustainable
investing
anyway?
 
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See our take on it
Values
Goals
Introducing
Ethic
We
empower
wealth
advisors
and
investors
to
create
portfolios
that
seek
to
align
personal
values
with
financial
goals.
Let's see that in action
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Meet
Alex.
She's
a
mom,
wife,
lawyer,
world
traveler
and
an
investor.
Lifestyle
Sports fan
Movie buff
Family
1 tiny kiddo
Family in Miami
Career
Tech industry
Bilingual
Law school grad
Investments
Retirement portfolio
Daughter's college fund
Alex
has
a
multi-faceted
life
with
evolving
priorities.
Go to the park every weekend
Meditate every afternoon
Learn to ski
Save for retirement
Enjoy a family vacation
And
Alex
has
a
few
causes
she
cares
about
too.
Climate Change
Women's Rights
Racial Justice
LGBTQ Justice
Alex
is
working
with
her
own
wealth
advisor
to
manage
her
family's
investments.
Alex's financial check-in
Investments to review
Retirement portfolio
Daughter's college fund
Graph representing financial statement
Alex
wants
to
achieve
her
financial
objectives
while
also
aiming
to
stay
true
to
her
values.
Alex's
portfolio snapshot
Ethic
works
with
Alex's
wealth
advisor
to
help
align
her
values
with
her
financial
goals.
Values-based
portfolio options
Focus
Climate Approach
Focus
Holistic Approach
Focus
Human Rights Approach
This approach covers Alex's top causes
✓ Best fit for Alex
Powered by
Ethic is an asset manager that works with wealth advisors to help them strengthen their relationship with investors like Alex.
Ethic provides personalized investment solutions that can be tailored to reflect individual sustainability and financial priorities. We want you to feel excited about having the sustainability conversation, whether you're an investor or a wealth advisor. Our solutions cover everything from sustainability training and education to financial analysis, portfolio creation and management, and ongoing insights into your or your client's investments. Currently Ethic works with some of the largest wealth advisors, custodians, and investment banks in the United States.
Team
We’re a diverse team that combines extensive institutional investing, technology, data, and design expertise.
+
Traction
We've been on our mission for over 5 years and now manage over $1B of sustainable investments.
AUM as of June 1, 2021
More info
+
Impact
So far we've helped our clients reduce the carbon footprint of their investment portfolios by 56,055 metric tons when compared to the companies in their portfolios' benchmarks.
Calculation inclusive of Ethic client accounts through June 1, 2021
More info
+
Equivalency
Our clients' collective carbon reduction to date is the equivalent of driving 5,657 cars around the circumference of earth.
Equivalencies are calculated from U.S. EPA's Greenhouse Gas Emissions Calculator (epa.gov). Please note, these estimates are approximate using the following assumption: 1 MT of carbon emissions = 2,513 miles driven. The circumference of the earth is 24,901 mi.
More info
+
*As of May 31, 2021
Meet
Jay.
He
can
help
point
you
in
the
right
direction.
We made a thing!