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About Ethic TV
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Welcome to Ethic
A quick introduction to Ethic and how we help advisors and investors create portfolios that seek to align personal values with financial goals.
Meet the Sustainability Team
This video will introduce you to the Ethic sustainability team and what makes our approach to sustainability special.
How does Ethic use the power of principles to build a thriving company culture? A brief intro of our company principles and how they guide our work.
Mapping 2023 & The Year Ahead at Ethic
Cofounders Doug Scott and Johny Mair take a look at what we achieved together in 2023- and give a sneak peek at what’s around the corner for Ethic in 2024.
The Ethic Playbook
An adviser's guide to the future of investing
One powerful tool for creating impact is proxy voting. Relationship manager Morgan du Plessix explains why now is a particularly exciting time to vote proxy.
Why We Opt for SMAs
Why opt for an SMA vs. investing in an ETF? It comes down to offering a personalized investing experience, one that’s aligned with an investors’ values.
Donor-advised Funds (DAFs) are a popular charitable gifting vehicle, and a great way to balance fiscal and charitable goals.
Sustainability and Tax Loss Harvesting
How can a personalized direct indexing strategy can support investors' overall tax planning while also maintaining focus on their impact goals?
Direct indexing is an investing strategy that has been around for over 30 years. But why is it picking up speed for investors now?
ESG, Regulation, and Legislation
An Introduction to the SEC's Updated Rules and Amendments
Hosted by chief compliance officer Alex Acosta, this series covers the changing landscape of ESG legislation and SEC regulation.
Amendment to the "Fund Names Rule"
How the amended Names Rule will help investment companies say what they mean and mean what they say.
ESG Disclosures for Investment Advisors
Alex Acosta covers one of the most relevant rulings to our clients: ESG Disclosures for Investment Advisors.
Climate Risk Disclosures
Climate risk is financial risk. Chief compliance officer Alex Acosta covers the Climate Risk Disclosure Rule and what it could mean for investors.
Videos by and about Ethic
What is Values Aligned Investing?
Wealth advisors are in a unique position to deepen client relationships by helping investors align their personal values with financial goals.
Intro to the Values Mapping Exercise
A quick look at the Values Mapping Exercise, a powerful tool to help advisors connect with their clients through their values
Health Check Explained
The Health Check is our portfolio diagnostic tool that helps our clients understand how well their current investments align with their values.
The Best Day to Solve Climate Change
What is Greenwashing? The Surprising History and Murky Future
No, it's not using money as soap. Join Jay Lipman in Day Before Tomorrow as we explore the dirtiest word in Climate Change.
The Earth is an Overflowing Bathtub. Are Offsets the Drain?
Carbon offsets could help bail earth out or quietly drown us. Here's how to separate effective offsets from junk ones.
Should Nature have a Price tag?
Everybody bloody loves nature. But if we really value it, why not give it a price tag? We break down the economic argument for investing in nature...
Rivers Used to Catch Fire... And Could Again.
We look at the landmark law that cleaned up America's waterways and the current case that could gut the Clean Water Act.
Our Sweet Savior! These Machines Could Save Us All.
What if we told you that heat pumps could be the solution to both the energy crisis AND the cost of living crisis?
Will Climate Change Swamp Florida's Economy?
We look back at the hurricane that almost tanked Florida's home insurance industry, and look ahead at what might be coming for the Sunshine State.
Educating and Informing on the Climate Crisis w/ Rollie Williams
Rollie Williams, host and creator of the hit series Climate Town, joins Jay in Day Before Tomorrow for a discussion on telling jokes that entertain and inform about the very real issues of climate change.
Empowering Generation Climate w/ Kristy Drutman
Kristy Drutman (Green Jobs Board) joins Jay in the studio for a chat on the value of diversity in climate conversations and her own journey as a climate communicator.
The Day Before
Tomorrow is the best day to
solve climate change
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Ethic is an SEC Registered Investment Advisor.
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