How our approach to data helps ensure that clients’ values-aligned strategies are built on solid ground.
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.
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Disclosures:
Ethic Inc. is a Registered Investment Adviser located in New York, NY. Registration of an investment adviser does not imply any level of skill or training. Information pertaining to Ethic Inc’s registration or to obtain a copy of Ethic Inc.’s current written disclosure statement discussing Ethic Inc.’s business operations, services and fees is available on the SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov or from Ethic Inc. upon written request at support@ethicinvesting.com. Information provided herein is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Any subsequent, direct communication by Ethic Inc. with a prospective client shall be conducted by a representative of Ethic Inc. that is either registered or qualifies for an exemption or exclusion from registration in the state where a prospective client resides. Information contained herein may be carefully compiled from third-party sources that Ethic Inc. believes to be reliable, but Ethic Inc. cannot guarantee the accuracy of any third-party information.
Ethic Inc. does not render any legal, accounting, or tax advice. Ethic Inc. recommends all investors seek the services of competent professionals in any of the aforementioned areas. Ethic Inc. cannot provide any assurances that any investment strategies, simulations, etc. will perform as described in our materials. ALL INVESTMENTS INVOLVE RISK, ARE NOT GUARANTEED, AND MAY LOSE VALUE. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY.