by Kellen Parker
Key Takeaways
- We build from trusted sources.
For every issue we track—like hazardous waste or forced labor—we start with a diverse mix of high-quality inputs: company reports, third-party research, watchdogs, and news media. - We define norms to spot anomalies.
By establishing baselines for each company and industry, we can quickly identify outliers and investigate values that fall outside expectations. - We flag and quarantine questionable data.
If a data point doesn’t hold up to scrutiny, it’s quarantined and excluded from portfolio consideration until it can be validated with our partners.
When clients trust us to align their portfolios with their values, they’re also trusting the quality of the data behind every investment decision. At Ethic, we take that responsibility seriously.
In this video, we offer a behind-the-scenes look at how our data team sources, validates, and continually monitors the data that powers our sustainability model. From building strong baselines to flagging outliers and quarantining questionable values, our approach combines scale, expertise, and human judgment. It’s all part of our commitment to making sure values-aligned investing is backed by rigorous data.
