InsightMay 18, 2026

How Ethic Helps Clients Align Their Investments With Religious Values

1 Min Read

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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Sources and footnotes

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.

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