Client Portfolio Manager Claire Quigley provides a current overview of the Institutional Investments landscape
Client Portfolio Manager Claire Quigley provides a current overview of the Institutional Investments landscape.
We work with many institutional investors throughout the year. So we know they want to know exactly what’s in their portfolios—and for good reason. As values-aligned investing continues to evolve, transparency, opportunities for stewardship, and support in navigating regulatory shifts are becoming more than just preferences; they are now expectations.
Claire Quigley of our institutional investments team covers this broader landscape—and how we support our clients in navigating it.
Some Key Takeaways:
Transparency and Education Are Increasingly Important- Clients want greater visibility into their investments to ensure alignment with their values. Ethic’s tools, such as the Health Check and comprehensive reporting, provide transparency not just in financial performance but also in impact metrics.
Growing Interest in Shareholder Engagement- More investors are seeking active participation in stewardship through proxy voting and personalized engagement strategies. Ethic is expanding its investment stewardship capabilities to help clients make a greater impact.
Evolving Landscape Presents Challenges and Opportunities- Political and regulatory shifts are shaping the values-aligned investing space. Where some see risks, others see opportunities to push for change. Ethic remains committed to helping clients navigate this landscape with informed, values-driven decisions.
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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.