Ethic

Overview

Ethic is a sustainable asset management company based in New York, focused on creating personalized, passive equity portfolios that align with clients' financial goals and values through direct indexing. The company manages over $5 billion in assets and serves a diverse clientele, including multi-family offices, single-family offices, and institutional investors.

The firm offers a sophisticated investment platform that supports the entire client lifecycle, from strategy design to account management and reporting. Core products include personalized Separately Managed Accounts (SMAs) and Unified Managed Accounts (UMAs) that utilize direct indexing to track benchmarks such as the S&P 500. Platform features include tailored asset allocation, automated rebalancing, and integrated tax strategies, ensuring tax-efficient investment solutions. Targeting financial advisors, institutions, and wealth management entities, the team emphasizes a client-centric approach and empowers financial professionals with advanced tools for portfolio construction and enhanced client experiences.

Basic Information

Contact Details

• Phone: +1 646-687-6744
• Website: ethic.com
• LinkedIn: linkedin.com/company/ethic

Key Focus Areas & Initiatives

• Financial technology
• Direct indexing
• Personalization
• Sustainable investing
• Passive investing
• Sustainability
• Impact investing
• Finance
• Women’s rights portfolios
• Values-aligned investing
• Climate change portfolios
• Asset management
• Direct indexing SMAs
• Impact metrics
• Data-driven investment strategies
• Multi-asset class portfolios
• Investment management
• Sustainable asset management
• Tax-smart investing
• Personalized investment portfolios
• Sustainability research
• Wealth management
• Global challenges investing
• Values-aligned portfolios
• Personalized portfolios
• Proxy voting impact
• Social impact investing
• Risk management
• Racial justice investing
• ESG portfolios
• Environmental impact
• Asset management platform
• Proprietary impact reporting
• Portfolio customization
• Passive equity investing
• Portfolio reporting
• Active tax management
• ESG integration
• Sustainability data science
• Client engagement tools
• Portfolio transitions
• Impact storytelling
• Tax-loss harvesting
• Client-specific portfolios
• Portfolio optimization
• Impact measurement
• Values mapping exercise
• Investment advisory
• Custom ESG benchmarks
• Impact reporting
• Tax-efficient portfolios
• Client engagement
• Financial performance
• Education resources
• Multi-asset solutions
• Personalized investing
• Data-driven investments
• Advisor education
• Storytelling in finance
• Sustainability reporting
• Customizable investments
• Environmental impact metrics
• Client experience
• Technology in finance
• Financial advisors
• Proxy voting
• Charitable giving strategies
• Investment goals
• Investment proposals
• Financial advisor tools
• Ethical investing
• Wealth advisor connection
• Multi-account management
• Aime portfolio engine
• Sustainability pillars
• Community engagement
• Training workshops
• Custom content creation
• Market insights
• Client onboarding
• Data analysis
• Values mapping
• Financial growth
• Regulatory landscape
• Tax optimization strategies
• Investment transitions
• Portfolio management solutions
• Integrated reporting
• Environmental responsibility
• SaaS
• Finance technology
• Information technology & services
• Environmental services
• Renewables & environment
• Data analytics
• Computer software

Technologies Used

• AI
• Circle
• Cloudflare DNS
• Gmail
• Google Apps
• Google Font API
• Google Tag Manager
• Greenhouse.io
• Linkedin Marketing Solutions
• MailChimp
• Microsoft Office 365
• Mobile Friendly
• Rackspace MailGun
• Remote
• Salesforce
• Segment.io
• Typeform
• Webflow
• Wistia

Affiliated Organizations & Regional Branches