For many, faith is the foundation of key life decisions. It influences how time is spent, which causes are supported, and increasingly, how capital is invested. At Ethic, we recognize that religious expression is deeply personal and varies significantly across individuals and communities.
For many, faith is the foundation of key life decisions. It influences how time is spent, which causes are supported, and increasingly, how capital is invested. At Ethic, we recognize that religious expression is deeply personal and varies significantly across individuals and communities.
We help clients incorporate these values into their portfolios through two distinct paths:
- Ready-Made Religious Values Strategies: These streamlined, turnkey configurations reflect common preferences and established religious guidelines.
- Custom Religious Values Strategies: These deeply personalized strategies are powered by our Values Mapping Exercise (VME) for clients seeking a high degree of specificity.
Our framework supports a wide range of traditions, including Christianity, Islam, Judaism, Buddhism, Jainism and more. For example, we offer strategies specifically designed to align with the USCCB SRI Guidelines for Catholic investors or AAOIFI standards for those seeking Sharia-aligned portfolios.
Ethic combines this values alignment with sophisticated technology to deliver tax-smart, direct indexing investment solutions. Our goal is to ensure that each client's portfolio reflects their unique convictions without compromising their financial objectives.
Ready to learn more about our religious values offering? Fill out the form below to connect with a relationship manager.
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