At Ethic, we believe factors are a powerful tool for understanding risk and return. Unlike sectors, which group companies by industry, factors capture underlying characteristics—such as whether a stock is undervalued, growing quickly, or financially strong—that drive performance.
Our new guide, Unlocking Investment Potential: An Overview of Equity Factors, explains how we use a multi-factor risk model to capture these nuances and tailor portfolios to client objectives.
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 – www.adviserinfo.sec.gov or from Ethic Inc. upon written request at support@ethicinvesting.com. 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.
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 6
New white paper: Understanding Tracking Error in Ethic Portfolios
March 10
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 21
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 25