Re-introducing Ethic

Your complete platform for sustainable, impact, and values-aligned investing.

Built together with

RIAs

Networks

Family Offices

Institutions

RIAs

Since Ethic’s founding, our team has partnered with hundreds of advisory firms to make values-aligned, sustainable, and impact investing a strength of their practice.

What is values-aligned investing?

We’re on a mission to harness technology, data, and storytelling to redefine value and empower our clients to invest in the future they want to build.

$4+

Billion

Since 2016, we’ve achieved a lot together. We’ve grown to manage over $4.5B in assets.

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AUM as of February 27th, 2024
Before
460,000
MT
After
161,000
MT

Sustainability

So far we've helped our clients reduce the carbon footprint of their investment portfolios by nearly 300,000 metric tons when compared to the companies in their portfolios' benchmarks.

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Calculation inclusive of Ethic client accounts through February 27th, 2024

People

We’re a diverse team with extensive expertise in institutional investing, technology, data, and design. Our differences and cross-collaborations are crucial to how we move and innovate.

42k+

We’ve supported shareholder engagement by voting on 42k+ proxy proposals on behalf of our clients.

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Calculation inclusive of Ethic client accounts through February 27th, 2024

175+

We’ve supported 175+ firms and provided thousands of advisors with the skills they need to make sustainable investing a strength of their practice.

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Firm number as of February 27th, 2024

Our clients, partners and investors

We partner with hundreds of RIAs, family offices, networks, and institutions across North America.

Map of US showing where some clients are based.Map of US showing where some clients are based.