Tracking error is a key concept in customized investing. Our latest white paper explores how Ethic measures tracking error and how customization decisions—from values alignment to tax management and portfolio constraints—can shape benchmark-relative outcomes.
For advisors and consultants, the paper offers a practical framework for client conversations. It shows how tracking error can help set expectations and put periods of relative performance into context, so portfolio differences are understood as the result of intentional client priorities rather than something unexpected.




