The Values Conversation: The Potential of Impact Reporting with Rebecca Hu
Tuesday, April 16, 2024
April 2024
The Values Conversation: The Potential of Impact Reporting with Rebecca Hu

Director of Sustainability Rebecca Hu discusses this powerful tool for connecting with clients on the story of their portfolio.

by Morgan du Plessix and Rebecca Hu

Morgan du Plessix is joined by our Director of Sustainability Rebecca Hu to shed light on a common challenge faced by advisers — effectively connecting with clients over the story behind their portfolios. In this episode of “The Values Conversation,” they delve into the transformative power of impact reporting as a tool for advisers to forge deeper connections with their clients. This tool can offer a more holistic approach to financial planning through more accessible metrics and real-world equivalencies. Rebecca offers insights into common questions on how to adapt to an evolving landscape where clients are increasingly concerned about the broader impacts of their financial decisions.

Impact reporting isn't just about charts and graphs; it's about aligning clients' portfolios with their personal values. Here are some key takeaways for utilizing this tool to navigate an evolving investment landscape. 

  • Impact reporting serves as a powerful tool for advisers to foster deeper connections with clients by weaving clear narratives around the impacts of their portfolios.
  • A more holistic approach to reporting metrics can be accessed through impact reporting. This tool allows for an additional touchpoint beyond traditional financial performance indicators through incorporating accessible and resonant storytelling metrics that reflect the interconnected nature of real-world issues that can be impacted by investments.
  • As clients increasingly prioritize the broader impacts of their decisions, advisers who adeptly incorporate impact reporting into their practices can better navigate a changing financial landscape by aligning portfolios with evolving client values and concerns.

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Sources and footnotes

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 – or from Ethic Inc. upon written request at 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.


Morgan du Plessix was born in Haiti to a Haitian mother and French father and raised between Haiti, France and the Washington D.C. area. She previously worked at UBS Global Wealth Management in roles across the firm’s major business areas including the sustainable investing solutions team and the advisory and planning products group, amongst others. She graduated from New York University where she studied International Relations and Sustainable Business.

Rebecca Hu is director of Sustainability Product at Ethic. Rebecca has spent the last 7 years building technology products to help navigate the complex world of sustainability. Previously Rebecca studied engineering and studio art at Dartmouth College.