Ethic
Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
Simple ("Promoter") is not a current client of a Ethic. Promoter will receive cash compensation for referrals to Ethic. Click here to read the full disclaimer.
What sets Ethic apart?
"We believe that capital markets can be a powerful force for good. Showing what matters with our dollars is one of the most impactful ways to address the defining issues of our time."
Amanda Baker
Products and services
Get an overview of what this software does.
Main Tasks
- Family mission statement creation
- Customized portfolio creation and management
- Impact reporting
Top features
- Sustainability research and resources
- Sustainability diagnostic on existing assets
- Tax optimisation and harvesting
Assets supported
Bankable or Financial Assets & Funds
Whitelabel
Yes
Type Of Software
SaaS
Ecosystem
Java
Integrations
None
Mobile App
No
Type of data
Transaction level
Multi-currency
Based on holding/position data
Cost structure
AUM based
Category
Impact & ESG
Country
United States of America
Company Representative
Amanda Baker
Key Company Info
Have a look at the company, clients and references to learn whether this is a match for you.
Employees
50-100
Revenue
< $50 million
Founded
2015
Ownership
- Key staff also have ownership
- External investors (neither clients nor staff)
- Clients are also owners
- Owned by management
Incorporated
United States of America
Locations
New York City
Total AUM
As of July 2022: $2 billion
Focus
- Investment & Financial Advisors (RIA / IFAs)
Serves also
- Individual wealth owners
- Single family offices
- Multi-family offices
Number
- 109 RIAs
- 12 single family offices
- 7 multi-family offices
- 6 institutional consultants
Ethic works with over 100 RIAs and multifamily offices, including Aaron Wealth Advisors and Ellevest
Request ReferencesSupport & services
Learn what support and services you can expect
Support options
Dedicated contact
Pricing of support
Free support
Customisation
Portfolios and associated reporting tools can be customized for personal sustainability preferences
We also reviewed some other Impact & ESG Providers
Disclaimer
1. Simple (”Promoter”) is not a current client of Ethic.
2. The Promoter and Ethic have entered into a separate written agreement (the “Agreement”), pursuant to which the Promoter refers potential investment advisory clients to Ethic. The Promoter will receive a fee for each introduction it makes to Ethic.
3. You are not paying any fee directly to Promoter for referral services, and Ethic has not increased its fees to any firm to facilitate its payment of compensation to Promoter.
4. The Promoter has an incentive to solicit or refer you to Ethic, or to indicate its approval, support, or recommendation of Ethic or any of its directors, officers, principals, or employees, because the Promoter receives a fee for every introduction it makes to Ethic.
Q
What is Ethic?
A
Ethic is an independent asset manager with a focus on sustainability.
Q
What does Ethic do?
A
Ethic works with families to build their value-driven portfolios.
Q
How does Ethic work?
A
Ethic’s key features include performing sustainability research for new resources, sustainability diagnostic on existing assets, and tax optimisation and harvesting. Ethic achieves precise financial benchmark tracking through a quantitatively modelled multi-factor optimisation that helps manage performance objectives by analyding the risk/return analytics of the underlying securities.
Q
How much does Ethic cost?
A
Ethic’s pricing model is AuM-based.
In the media
