Insights
For advisors and institutions
Insights
- Insight
How Ethic Helps Clients Align Their Investments With Religious Values
May 2026

- Insight
Introducing the redesigned Ethic platform
May 2026

- Insight
New white paper: Understanding Tracking Error in Ethic Portfolios
March 2026

- Insight
Introducing Work Ethic: A New Interview Series with Leaders in Wealth
February 2026

- Insight
How Ethic Partners with Institutions
November 2025

- Insight
Donor-Advised Funds: Aligning Giving and Investing
November 2025

- Insight
How Ethic Powers Active Ownership
September 2025

- Insight
Unlocking Investment Potential: An Overview of Equity Factors
September 2025

- Insight
Ethic is headed to Future Proof Festival 2025!
August 2025

- Insight
What the New Excise Tax Legislation Means for College and University Endowments
July 2025

- Insight
Battle-Testing Our Data: Our Approach to Data Quality for Values-Aligned Portfolios
July 2025

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2025 Shareholder Proposal Trends
July 2025

- Insight
Meet our Markets and Innovation Pillar
June 2025

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Introducing Our Water Security Pillar
May 2025

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A Note from Our CEO on Our New Series D Funding Round
April 2025

- Insight
New White Paper: 3D Active Tax Management
March 2025

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Our “Two-Hops” Rule of Impact
February 2025

- Insight
A Partner for Wealth Management Networks & Platforms
December 2024

- Insight
CEO Doug Scott at the NYSE
May 2024

- Insight
From Policies to Practices: Company Behaviors and our Women's Rights Pillar
March 2024

- Insight
The Ethic Approach: Bring Greater Transparency and Impact to Your Clients Through Proxy
March 2024

- Insight
The Ethic Approach: Donor-advised Funds
December 2023

- Insight
California Lawmakers Approve the Country’s Most Sweeping Climate Disclosure Rule
September 2023

- Insight
Earth Day 2021: Are corporations committing to clean energy?
April 2021

InsightHow 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
InsightIntroducing the redesigned Ethic platform
May 2026
InsightNew white paper: Understanding Tracking Error in Ethic Portfolios
March 2026
InsightIntroducing 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
InsightHow 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
InsightDonor-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
InsightHow 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
InsightUnlocking 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
InsightEthic is headed to Future Proof Festival 2025!
August 2025
InsightWhat 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
InsightBattle-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
Insight2025 Shareholder Proposal Trends
Now that proxy season has ended, we look at the top shareholder proposal themes shaping corporate accountability in 2025.
July 2025
InsightMeet 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
InsightIntroducing 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
InsightA Note from Our CEO on Our New Series D Funding Round
A note on our exciting update
April 2025
InsightNew 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
InsightOur “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
InsightA Partner for Wealth Management Networks & Platforms
Relationship Manager Anthony Marcozzi breaks down Ethic’s unique value add for Wealth Management Networks & Platforms
December 2024
InsightCEO Doug Scott at the NYSE
How Ethic Partners with Advisors and Institutions
May 2024
InsightFrom 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
InsightThe 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
InsightThe Ethic Approach: Donor-advised Funds
A tool for combining charitable giving with financial goals
December 2023
InsightCalifornia 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
InsightEarth 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