Ethic
Ethic is the tech-driven platform for sustainable, impact, and value-aligned investing. Accelerating the global transition to sustainable investing, the platform empowers wealth advisors and investors to create portfolios that align personal values with financial goals. Ethic aims to harness technology, data, and storytelling to redefine value and empower our clients to invest in the future they want to build. Ethic enables advisors to personalize a given benchmark to correspond with a client’s investment, values, and tax management preferences while seeking to minimize tracking error to the underlying benchmark.
ABOUT ETHIC
Ethic is a sustainability-focused personalization-powered asset management platform.
The company's platform features advanced prospecting tools, an expanded array of reporting and client experience features, and the innovative capability to craft personalized multi-asset portfolios, including SMAs, UMAs and UMHs.
The Ethic offering is available to advisors and institutions custodying with Fidelity, Charles Schwab, Pershing, BNY Mellon, Northern Trust, US Bank, Truist, UBS, and Morgan Stanley.
The company is backed by investors including Oak HC/FT, Nyca Partners, Sound Ventures, Fidelity Investments and UBS.
ETHIC SOLUTIONS
The platform partners with you throughout the investment experience to build portfolios that connect your clients' values to their investments across asset classes.
Client Experience.
The platform provides tech-enabled tools to help you more quickly create a complete picture of your clients and engage them throughout their investment journey.
Education & Storytelling.
The platform deepens your understanding of the sustainable investing landscape and transforms your capacity for storytelling with their articles, videos, and educational resources.