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  5. Ethic: Personalized ESG Portfolios and Impact Reporting

Ethic: Personalized ESG Portfolios and Impact Reporting

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9 March 2022
Jean Sullivan

Model Wealth Manager Award Winner for Products and Platforms

Abstract

Ethic won the model wealth manager award under the category of products and platforms primarily for its impact reporting capabilities. As sustainable investing grows in popularity, investors are seeking more education on ESG and a deeper understanding of how their portfolios are impacting the issues they care about most. Through the Ethic platform, advisors and wealth managers are able to automate the creation of sustainablyfocused, passive equity investment portfolios that seek to align clients’ impact and financial goals. The platform also provides clients with easy-to-understand impact reporting that goes beyond financial returns and delivers greater transparency into how portfolios make a difference when it comes to a variety of sustainability issues.

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