Ethic

Tracking error is more than just a number; it’s a powerful tool that we use to craft personalized, sustainable, and values-aligned portfolios. By quantifying the financial and sustainability risks your clients are willing to take on, we work to ensure their investments align with their values and objectives. Check out our most recent episode of The Ethic Approach, where Morgan du Plessix continues the conversation on how we personalize investment strategies. https://lnkd.in/eWjkEMkD

With climate Week fast approaching, we're gearing up to welcome many of you into our home—Ethic HQ. To bridge the gap between today and the future we’d like to live in, we need all hands on deck. That’s why our goal for climate week is to create a space for new collaboration, to share and spotlight innovative solutions and foster connections in the impact community. Take a look at our lineup below! https://lu.ma/EthicHouse

?? What’s in an Education Hub? Director of Marketing Benjamin Bertram Goldman Goldman pulls back the curtain on just a few of the resources provided in our revamped Education Hub in our most recent Insights article. Some of the topics covered in our new Education Hub include: -How values-aligned DAFs can help with charitable giving goals -How to have the values conversation with your client -How to create a delightful, personalized client journey -How to use the Values Mapping Exercise with clients -And much more https://lnkd.in/e5CkbD5T

Communicating risk to clients is crucial in personalized investing strategies. At Ethic, we leverage tracking error to simplify this process. By comparing a portfolio's volatility against a benchmark, tracking error helps us explain the expected performance to clients, making complex topics more accessible. In this episode of The Ethic Approach, Relationship Manager Morgan du Plessix offers a primer on this often complex topic. https://lnkd.in/eWjkEMkD

Insightful, practical, and accessible content. Our new and improved Education Hub is a complete educational resource designed to help advisors learn and engage with their clients around values-aligned investing. From education around our 19 sustainability pillars to step-by-step walkthroughs of how to execute trades on the Ethic platform, our revamped Hub is all produced by Ethic’s in-house creative studio. This week, Director of Marketing, Benjamin Bertram Goldman Goldman offers a guide to our approach to advisor education and how our newly renovated Education Hub seeks to support that audience. https://lnkd.in/e5CkbD5T

The world of values-aligned investing is constantly evolving. We know that a major challenge facing advisors is not only staying up to date themselves but also keeping their clients ahead of the curve. With that in mind, our educational content is also constantly evolving, and this week, Director of Marketing Benjamin Bertram Goldman covers our latest update. Some Key Takeaways:? ?? Capitalizing on Opportunities: By helping align investments with values, advisors provide their clients a service that speaks to the highest levels of Maslow’s Hierarchy of Needs – fulfillment, potential, esteem, and legacy.? ?? Overcoming Barriers: Confidently addressing a client’s values and their relationship to investing can require a solid foundation of new learnings and skill sets.? ?? A New Suite of Resources: The revamped Education Hub offers advisors an evolving range of articles and videos designed to prepare them to take the values journey with their clients. https://lnkd.in/e5CkbD5T

Client education is more than just a nice-to-have; it’s a cornerstone of strong client relationships. Educating clients about their investments can foster trust, loyalty, and long-term retention. That’s why, in our recent Insights post, Product Manager Elizabeth Alexander, CFA Alexander makes the case for why investment teams should prioritize the client experience. Check it out! https://lnkd.in/dgSzb-J6

In this week’s Insights’ post, Product Manager Elizabeth Alexander, CFA Alexander explains why the client experience should? be considered not only by advisors but investment teams too. Here are some key takeaways from Elizabeth’s exploration: 1?? Integrating Client-Centric Approaches into Investment Strategies: While a client-centric approach is traditionally emphasized for advisors, investment teams can also greatly benefit. Tools like Ethic’s Values Mapping Exercise (VME) and Healthcheck can help teams gather insights into clients' values and needs, leading to more personalized and effective investment strategies. 2?? The Role of Client Education in Strengthening Relationships: Ongoing client education is crucial for retention and trust-building. By educating clients about their investments and the market landscape, investment teams can foster deeper client engagement, leading to more informed and confident clients. Tools like impact reporting and our Education Hub can aid in streamlining this process. 3?? Leveraging Client Feedback for Continuous Improvement: A thorough understanding of the client journey enables investment teams to gather valuable feedback, driving innovation and continuous improvement in their services. Regularly reviewing and refining processes can help firms ensure long-term client satisfaction. https://lnkd.in/dgSzb-J6

The rise of direct indexing has brought on a transformative moment in the history of public markets. This week, Amanda Baker and our partners at Align Impact (Ali Motroni and Alex Cote, MBA) lend their insight into the history that led investors to this moment and where they’re excited to go next.? https://lnkd.in/eFh59yJD

“Through a thorough review of the client journey — not just by advisors but by the entire investment team — firms can make iterative enhancements to their processes, services, and communication strategies, continuously refining their approach to better serve their clients.” - Elizabeth Alexander, CFA This week, Product Manager Elizabeth Alexander makes the case for why investment teams should consider the client journey. https://lnkd.in/dgSzb-J6