At Ethic, our vision is a future where everyone can invest with intention.
That vision shapes how we approach values-aligned investing: not as a one-size-fits-all approach, but as a way to help advisors and institutions build portfolios that better reflect what matters to their clients. Our new report highlights some of the ways that work showed up over the past year.
Key takeaways from the report
In the report, we share updates across several areas of our business, including:
- How our values-aligned portfolios compared with benchmarks across estimated portfolio equivalent “ownership” metrics such as carbon emissions, waste, and water usage.
- How we continued refining our Sustainability Model, including new and expanded screening capabilities across issues such as responsible healthcare practices, LGBTQ+ workplace standards, forever chemicals, and plastic packaging.
- How we expanded stewardship opportunities for clients, including proxy voting updates and the launch of our Shareholder Advocacy Program in partnership with nonprofit organizations.
- How we engaged with our community through programming, affinity group events, philanthropy, employee benefits, and office sustainability related initiatives.
The report also includes examples of how our research, data, and stewardship work translated into specific company-level insights and voting activity throughout the year.
Values-aligned investing at Ethic
Values-aligned investing requires ongoing work. Client priorities evolve, company practices change, and new data becomes available. We believe that our approach must continue to evolve with them.
We’re proud of our continued progress and grateful to the clients, partners, and team members who helped make it possible.
