Investment stewardship offers advisors a powerful way to connect clients’ portfolios with their values. Our new white paper explores how Ethic helps make active ownership accessible and impactful.
by Austin Wilson
Key Takeaways
- Stewardship is a differentiator. Advisors who integrate stewardship can deepen client trust, strengthen relationships, and stand out in a crowded marketplace.
- Proxy voting and engagement can drive real world change. Evidence shows that shareholder actions can influence board accountability, executive pay practices, and corporate transparency—even when investors don’t hold majority stakes.
- Ethic empowers advisors and clients with tools for active ownership. From proxy voting to partnerships with leading advocacy groups, Ethic provides the infrastructure for clients to influence the companies they own.
Why Stewardship Matters
Advisors today are expected to deliver value on multiple fronts, and investment stewardship has become an important way to do so. Stewardship, also known as active ownership, offers investors the chance to make their voices heard on the issues that matter most to them, from climate risk to corporate governance. For advisors, it’s an opportunity to demonstrate leadership and align clients’ investments with their priorities.
Inside the White Paper
Ethic’s new Investment Stewardship white paper takes a closer look at how stewardship works in practice through proxy voting, shareholder engagement, and shareholder proposals. It also highlights evidence of the real-world impact these activities can have, from shaping executive pay to increasing corporate accountability. And it provides a detailed overview of the Ethic approach: a stewardship model grounded in transparency, client empowerment, and partnerships with leading advocacy groups.
Ethic Powers Active Ownership
Stewardship isn’t just about voting, it’s about deepening the ways clients can align their portfolios with matters most to them. Download the full white paper to learn how Ethic supports advisors and investors in making active ownership both accessible and meaningful.
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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.