Powerful ESG software for
financial advisors
Powerful ESG software for
financial advisors
Values-based investing tools to grow your business
Learn more
How Ethos helps
1. Reach new clients
Reach new clients, improve KYC and protect existing clients with a firm-branded Impact Assessment (values-based questionnaire).
Share through social, email, or on your website with a customizable widget. Ethos captures contact information and helps you start a conversation.
2. Improve portfolios
Integrate in-depth, transparent impact data into your portfolio construction. Our data covers 13,000+ stocks and funds and 2M+ data points across 45 causes.
Find the right assets with filters for asset class, cap, geography, expense ratio, ESG screens (such as fossil fuel or prison involvement) and much more.
3. Wow clients
Deepen client relationships with powerful client impact reports covering analyses such as exposure to the UN Sustainable Development Goals, global warming alignment, and shareholder advocacy.
Show, don't tell your clients about their impact on the causes they're passionate about. The most customizable, personalized client impact reporting available.
"This is exactly what I've been looking for to use with my clients. You guys are miles ahead of any other ESG tool I've seen"
- Financial advisor
"I love how easy it is to use. Awesome tool!"
- Financial advisor
"Ethos has become an essential tool for me in building my client’s portfolios and the work I do in the non-profit sector."
- Financial advisor
Reporting, Analytics and Data for Financial Advisors
Pricing plan comparison
Upgrade or downgrade any time.
| What | Lite | Advisor | Firm |
|---|---|---|---|
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Number of clients and leads
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Up to 3 | Up to 50 | Up to 200 |
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Number of users
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1 | 2 | 4 |
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Impact Data, Research and Screening
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Yes, limited | ||
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Client Impact Assessments
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Default
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Logo
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Firm-branded
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Personalized Portfolio Analysis
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Client-Friendly Impact Reports
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Firm-branded
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Lead Generation
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Firm-branded
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abc
Branding
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Logo |
Logo, colors, assets
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Custom development and support
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Contact us | ||
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Volume pricing
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Contact us |
Ethos ESG Direct Index Optimizer
1. Manage direct indexing
Build and maintain direct indexes on behalf of your clients instead of outsourcing portfolio management to third parties. Wealth managers gain access to the Optimizer for a flat annual fee, allowing them to construct an unlimited number of direct indexes.
Construct new direct indexes or use the Optimizer to rebalance existing portfolios.
2. Optimize for impact
Combine traditional portfolio construction metrics with advanced ESG data. After setting tracking error, security weighting, and tax-oriented constraints, use the Optimizer to seek to maximize the portfolio’s impact on various causes such as climate action, health and well-being, or gender equality.
Or create portfolios that are uniquely tailored to the value set of a person, family, or organization.
3. Analyze and backtest
Before executing a single trade, have the autonomy to test the ESG profile and historical performance of any direct index constructed by the Optimizer.
Don’t like what you see? Revisit and rerun the Optimizer as many times as needed. Have the power to test and iterate to help facilitate the optimal outcomes for clients.
Ethos ESG Direct Index Optimizer Pricing
Unlimited access starting at a flat annual fee *
Pricing plan comparison
| What | Early Adopter | Portfolio Manager |
|---|---|---|
|
Fee structure
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Flat annual fee * | Flat annual fee * |
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Number of clients and leads
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Unlimited | Unlimited |
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Account minimum
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No | No |
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Number of users
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4 | 4 |
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Client Impact Assessments
|
Firm-branded
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Firm-branded
|
Your subscription to the Direct Index Optimizer includes access to Ethos ESG's Impact Assessment. This enables your clients and prospects to tell you the causes they care about, and enables you to build portfolios around those specific causes.
Other features that are part of the Ethos ESG Reporting, Analytics and Data platform are not included (such as client reporting).
* Ethos ESG has negotiated terms to enable you to provide best-in-class ESG direct indexing for your clients, for a flat-fee. As part of our agreement with index providers, we require that you report your AUM that uses the Optimizer at least once per quarter to Ethos ESG. Once the total AUM managed through Ethos across all clients exceeds thresholds (typically $1B), our agreements with index providers will require us to start charging a pass-through basis points fee on AUM, generally 0.75-2 basis points. Full terms and conditions available with a demo.
Important disclosures
Direct indexing is typically more appropriate when utilized in a taxable brokerage account and not tax-advantaged accounts. Direct indexing may offer the greatest value to clients who are in a higher tax bracket, have a long-term focus, value ESG-related customization, and/or are able to fund a portfolio with existing securities as opposed to selling all positions and reinvesting in a comingled fund. Indexes are unmanaged. It is not possible to invest directly in an index. As with any investment decision, you should ensure that it aligns with your clients' specific goals, risk tolerance, liquidity needs, tax considerations, and any other factors that might be relevant to their situation.
Keep in mind that investing involves risk. The value of investments will fluctuate over time, and your clients may gain or lose money. Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction.
Ethos ESG does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. EthosESG cannot guarantee that the information herein is accurate, complete, or timely. Ethos ESG makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
