Ethic
Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
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About Ethic
Ethic works with large philanthropic families to deeply understand the family’s impact goals across generations, translate these goals to Ethic pillars, map to relevant data sources, ultimately bringing their equity investments in line with the issues the family seeks to address.
The problem: Many multigenerational families have various viewpoints across family members about which issues in the world to address. Often these issues are addressed through philanthropy, without the additional lever of investments and advocacy.
How we can help: Ethic is a tech-driven asset manager that powers the creation of sustainable equity portfolios. Ethic utilises technology, data science, and design to empower investors to express their unique values through investments.
More Details
| Attribute | Details |
|---|---|
| Categories | Consolidated Reporting, Data Aggregation, Fund & External Asset Manager, Impact & ESG, Portfolio Management, Reporting, Technology provider |
| Features | Ability to Whitelabel, Custom Reports |
| Target Segments | Independent financial or investment advisor, Individual wealth owners, Multi-family office, Service provider |
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