Investing is about more than money. It's about the world you aspire to see, as well as your financial well-being.

Our values at Ethos are:


You should be able to make investment decisions that align with your values. We believe everyone should have access to credible information and tools to invest in the causes they care about, such as creating a sustainable future, supporting equality, or ensuring health and well-being for all.


Your investments are powerful. Publicly-traded companies are accountable to investors and shareholders, including through shareholder resolutions and criteria that companies must meet to be included in some portfolios (such as Blackrock’s). Making informed decisions about your investments is one of the most powerful ways to help accelerate the reshaping of our economy and planet.


Transparency and credible sources are critical for assessing impact. There's no perfect way to measure the impact of a company or a fund, but transparent, high-quality data can help you make the most informed decisions possible. Ethos uses more than 40 credible, non-corporate data sources, as well as data directly from corporations. We share the metrics and sources that make up every company and fund rating (you can see them on cause profiles or company profiles). We also believe in a continuous process to improve our ratings, and we are always seeking input from credible sources.


Investment return and risk are also important. Investing in the stock market has helped millions build a more secure financial future. We believe you should have information to make investment decisions that support financial well-being. Along with a growing body of research, we also believe that positive impact on the environment and society can support strong financial performance. For example, out of more than 200 reviewed studies from academic research, industry reports, and newspaper articles, more than 80% demonstrated that “prudent sustainability practices have a positive influence on investment performance.” 

We believe it is a crucial moment for determining the outcome of many global issues, such as the current COVID-19 pandemic, gender equality and climate change. Let's make investing part of the solution.