The engine for
values-based investing
ESG data, modeling, reporting, and client engagement
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How it works
1. Set causes
Pick any combination of 45 causes, including the UN Sustainable Development Goals
2. Assess impact
Upload your portfolio or create a model on Ethos and see your impact on your causes
3. Improve impact
Find assets that better align with your causes and improve your portfolio's impact
Visualize the impact of a portfolio, fund, SMA, or any set of assets with customizable, powerful reporting.
Easily create personalized reports for the causes you or your clients care about, including exposure to the UN Sustainable Development Goals, tangible metrics such as cars removed from the road or months of rent paid, shareholder advocacy, global warming potential and alignment with the Paris Agreement, ESG screens and more.
Access credible, comprehensive impact data through our API (see docs), downloadable files, or directly on the Ethos platform.
Ethos covers 2M+ data points across 260+ metrics, 13,000+ securities, and 45 causes.
Access data such as carbon emissions (scope 1, 2 and 3), governmental fines, patents, pay data and taxes paid, and much more.
Empowering you to create customized, impact-focused indexed portfolios for a flat annual fee.
Ethos ESG's Direct Index Optimizer empowers you to build and maintain direct indexes on behalf of your clients, combining traditional portfolio construction with advanced ESG metrics.
After setting tracking error, security weighting, and tax-oriented constraints, the Ethos ESG Direct Index Optimizer maximizes impact on any combination of 45 causes, ranging from Climate Action to Gender Equality to Mental Health.
Easily design portfolios, SMAs, indices, or models to fit your impact preferences or those of your clients.
Ethos' modeling tools help you integrate reliable ESG data with filters for ESG screens (such as fossil fuels and prison involvement), causes and metrics, asset class, market cap, and much more.
Generate and convert leads who care about impact with a firm-branded, values-based assessment (questionnaire).
Embed the questionnaire on your website with our customizable widget, share on social and email, or anywhere you want to engage prospects. Ethos captures contact information and helps you start a conversation.
