Ethic

Overview

Ethic wants to change the way the world invests, by bringing sustainable investment options mainstream. The founders of the company have spent years advising esoteric investment strategies and have seen that value-based investing does, in fact, offer competitive returns. Investors have taken note as active stock-pickers have trouble consistently meeting the growth of the broader market, despite the high fees paid for their expertise. This reality has led to the growth of passive investment vehicles, which allows an investor to buy into a low-cost fund that does nothing more than track the performance of the broader market. Index funds by definition provide an investor access to a broad basket of equities. Ability to filter these buckets around themes such as environmental sustainability, social factors, and governance-related metrics would be invaluable as people look to include more values in their portfolio. However, while index funds have become a normal part of an investor’s portfolio, those of us that seek value alignment have limited options. The process of creating a public market portfolio which aligns with your values is certainly a labor of love. When Access Ventures first began the process of becoming a one-pocket investor, we lamented not having custom index options. Then we came across Ethic and immediately understood the value they hoped to provide.