Hello,
we're
Ethic.
We're
working
toward
a
future
where
all
investing
is
sustainable
investing.
because we have to.
because we like breathing air.
because our children depend on it.
because clean water is better than sludge.
because Mars won't be habitable for a while.
But
what's
sustainable
investing
anyway?
 
See our take on it
Values
Goals
Introducing
Ethic
We
empower
wealth
advisors
and
investors
to
create
portfolios
that
seek
to
align
personal
values
with
financial
goals.
Let's see that in action
See another person
Meet
Keisuke.
He's
a
dad,
world traveler,
tech expert
and
investor.
Family
1 kiddo in school
Extended family overseas
Career
Tech industry
Bilingual
College grad
Lifestyle
Exotic fish expert
Household plant buff
Investments
Retirement portfolio
Daughter's college fund
Keisuke
has
a
multi-faceted
life
with
evolving
priorities.
Go to the park every weekend
Get 8 hours of sleep per night
Learn to boulder
Save for retirement
Enjoy a family vacation
And
Keisuke
has
a
few
causes
he
cares
about
too.
Climate Change
Health & Wellness
Racial Justice
Clean Water
Keisuke
is
working
with
his
own
wealth
advisor
to
manage
his
family's
investments.
Keisuke's financial check-in
Investments to review
Retirement portfolio
Daughter's college fund
Keisuke
wants
to
achieve
his
financial
objectives
while
also
aiming
to
stay
true
to
his
values.
Keisuke's
portfolio snapshot
Ethic
works
with
Keisuke's
wealth
advisor
to
help
align
his
values
with
his
financial
goals.
Values-based
portfolio options
Focus
Climate Approach
Focus
Human Rights Approach
Focus
Holistic Approach
This approach covers Keisuke's top causes
✓ Best fit for Keisuke
Powered by
Ethic is an asset manager that works with wealth advisors to provide personalized solutions that strengthen their relationship with investors like Keisuke through the lens of sustainable investing.
We want you to feel excited about having the sustainability conversation, whether you're an investor or a wealth advisor. Our solutions cover everything from sustainability training and education to financial analysis, portfolio creation and management, and ongoing insights into your or your client's investments. Currently Ethic works with some of the largest wealth advisors, custodians, and investment banks in the United States.
Team
We're a team with institutional investing, technology, data, and design expertise representing over 15 countries.
+
Traction
We've been on our mission for over 5 years and now manage over $1B of sustainable investments.
AUM as of June 1, 2021
+
Impact
So far we've helped our clients reduce the carbon footprint of their investment portfolios by 56,055 metric tons when compared to the companies in their portfolios' benchmarks.
Calculation inclusive of Ethic client accounts through June 1, 2021
+
Equivalency
Our clients' collective carbon reduction to date is the equivalent of driving 5,657 cars around the circumference of earth.
Equivalencies are calculated from U.S. EPA's Greenhouse Gas Emissions Calculator (epa.gov). Please note, these estimates are approximate using the following assumption: 1 MT of carbon emissions = 2,513 miles driven. The circumference of the earth is 24,901 mi.
+
*As of May 31, 2021
Meet
Jay.
He
can
help
point
you
in
the
right
direction.