For advisors and institutions

How Ethic Helps Clients Align Their Investments With Religious Values

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.

May 2026

Introducing the redesigned Ethic platform

May 2026

New white paper: Understanding Tracking Error in Ethic Portfolios

March 2026

Introducing Work Ethic: A New Interview Series with Leaders in Wealth

Hosted by Ethic CEO and Co-founder Doug Scott, Work Ethic features candid, in-depth conversations with the builders, leaders, and innovators who are actively shaping the future of wealth.

February 2026

How Ethic Partners with Institutions

Ethic team members discuss the company's approach to serving institutional clients like foundations, endowments, and mission-driven organizations.

November 2025

Donor-Advised Funds: Aligning Giving and Investing

As the year draws to a close, many clients are thinking about charitable giving—and advisors have a timely opportunity to help them approach it strategically. Donor-Advised Funds (DAFs) continue to be one of the most effective tools for those who want to connect thoughtful philanthropic and tax planning.

November 2025

How Ethic Powers Active Ownership

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.

September 2025

Unlocking Investment Potential: An Overview of Equity Factors

Equity factors—like Value, Growth, and Quality—offer a deeper lens on risk and return than traditional sector classifications. Our latest guide explores how factors work, the trade-offs of applying tilts, and what this means for building personalized portfolios.

September 2025

Ethic is headed to Future Proof Festival 2025!

August 2025

What the New Excise Tax Legislation Means for College and University Endowments

New legislation introduces a tiered excise tax structure for endowments. Here’s what institutions need to know—and how tax-aware investing can help.

July 2025

Battle-Testing Our Data: Our Approach to Data Quality for Values-Aligned Portfolios

How our approach to data helps ensure that clients’ values-aligned strategies are built on solid ground.

July 2025

2025 Shareholder Proposal Trends

Now that proxy season has ended, we look at the top shareholder proposal themes shaping corporate accountability in 2025.

July 2025

Meet our Markets and Innovation Pillar

We’ve shifted our Financial System Stability Pillar to Markets and Innovation. Director of Research Travis Korte covers why, and what it means for investors.

June 2025

Introducing Our Water Security Pillar

Director of Research Travis Korte talks us through an evolution in our thinking about clean water and water security.

May 2025

A Note from Our CEO on Our New Series D Funding Round

A note on our exciting update

April 2025

New White Paper: 3D Active Tax Management

Today we’re announcing the release of our new white paper “3D Active Tax Management.” In it, we cover what’s truly unique about our approach to tax management, and why advisors and investment teams should take note.

March 2025

Our “Two-Hops” Rule of Impact

Director of Sustainability Research Travis Korte covers how we consider both direct and indirect impacts of company behavior when crafting portfolios.

February 2025

A Partner for Wealth Management Networks & Platforms

Relationship Manager Anthony Marcozzi breaks down Ethic’s unique value add for Wealth Management Networks & Platforms

December 2024

CEO Doug Scott at the NYSE

How Ethic Partners with Advisors and Institutions

May 2024

From Policies to Practices: Company Behaviors and our Women's Rights Pillar

Sustainability Research Lead Sophie Griffith answers frequently asked questions about our Women’s Rights Pillar.

March 2024

The Ethic Approach: Bring Greater Transparency and Impact to Your Clients Through Proxy

How your clients can use proxy voting to sway company behaviors on issues they care about.

March 2024

The Ethic Approach: Donor-advised Funds

A tool for combining charitable giving with financial goals

December 2023

California Lawmakers Approve the Country’s Most Sweeping Climate Disclosure Rule

How SB-253 could redefine corporate emissions reporting in California and impact businesses and investors around the world

September 2023

Earth Day 2021: Are corporations committing to clean energy?

In recognition of Earth Day, we at Ethic thought it prudent to take a closer look at how companies in the S&P 500 are prioritizing adoption of alternative energy and “clean” technologies such as green buildings, sustainable water infrastructure, and pollution prevention solutions. Here’s what our analysis shows:

April 2021